- Tap on Send Report
- Your contact details will already be pre-filled in the form; you just need to fill in your prospective client's details.
- Tap on Send Report
Use the Send Report option to send an email to your prospective client directly from the app.
Image 1: Sending a report.
Your prospective client will then receive an email from Cotality. The email will contain a pre-drafted thank you message, your contact details and a Download CMA button. Your prospective client will be able to view the report after they click on Download CMA.
Image 2: The email that will be sent to the recipient.