Show number of REQUIRED or INCOMPLETE items per transaction

2 comments

  • Prod Squad
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    Hi Elinor!

    Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:

    • Would it be helpful to have a "pending checklist items" number added in the preview when searching a file?
    • Would it be more beneficial to display the number of items completed or not completed - (i.e 15/25 checklist items completed) shown in the preview for the file?


    Thanks again and have a great day!

  • Elinor Howell
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    Hi Kallie, thanks for your questions!

    • I'm not so much interested in what's "Pending", since those are in limbo with the reviewing broker and no longer the agent or TC's responsibility, but what's been rejected/marked "Incomplete" and what hasn't been submitted yet/is still "Required", so short answer is "no" from me, but others might find it useful.
    • I'm ambivalent about the number of completed items. It might be helpful for some to see it as a kind of progress meter, but my priority is what's undone or needs revision.
    • Maybe to address both questions above, it could have a visual progress bar like a loading bar with three colors, one for each of the statuses of the documents in the file?

    Thank you!

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