ownership statement
The option to better customise the population of information on the ownership statement template.
Rather then having to click into the actual statement, the below provides immediate summary.
"Hi {Recipient Salutation},
We have created a statement detailing the financial activity up to {Statement Date Generated} for:
{Statement Property Detail List} The key information is below and a full statement is attached to this email.
Income
{Statement Income Amount}
Expenses
{Statement Expenses Amount}
You Received
{Statement Received Amount}
If there are any attached bills for this statement they will be listed below.
{Statement Bill Document Links}
{Agent Client Access Sentence}
Please don’t hesitate to contact me if you have any queries."
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Gemma Patterson
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