An admin or broker's primary role in SkySlope is to audit an agent's Checklist of submitted documents and mark them as accepted or rejected. We've tried to make that process as easy as possible, so that you can be as productive as possible, and so your agents can get on their way and make some more deals.
Check out this quick video that breaks down the process of auditing an agent's Checklist.
Quick Tip — Filter Checklist by Status
Did you know that you can filter the Checklist by item status? This is incredibly helpful when you need to locate which documents are waiting to be reviewed or check which documents still require action from the agent. Take a look below to learn how!
If you have any other questions about reviewing Checklists, don't hesitate to contact our 24/7 Support Team! We are available by phone at 800.507.4117, send an email over to firstname.lastname@example.org or start a live chat with us at support.skyslope.com! Happy SkySloping!