We're required to keep a log that can be printed that records basic transaction info. We also, in a separate file maintain a sales spreadsheet for managers to get some financial predictive info, and in yet another log we keep cancelled deals, and in two other files we keep Buyer Rep Agreement dates and Leasing agreements (to meet state licensing requirements). Life would be so much easier if we could export data from SkySlope and maybe even select which fields to export.
For Example: if an auditor comes in and wants to see the cancelled transaction log from 2015, I'd like to be able to set criteria to "1/1/2015 - 12-31-2015" "cancelled transactions" "listing side" and "sale side" and have an excel spreadsheet generated displaying Acceptance Date, Closing Date, Cancellation Date, Listing Agent, Selling Agent, Transaction Number, Address, and Price. (just a for-instance, more exported fields would be great too!)
For extra brownie points, if I could even export a list of files who don't have a certain checklist item that would be spectacular. For Example, we are required to have Earnest Money Deposit Receipts on file, so each transaction has a check list item that says, "Earnest Money Deposit Receipt." If I could export a list of all sales files that do not have a file attached to that checklist item (and even the agent's name and the Title/Escrow Contact from the file??) I could keep my files so immaculate even my most critical co-worker couldn't find anything I'd missed!
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Comment actionsMost of the data you need is on the Master Data Report, found under Admin, then Reports tab. I am not aware of any report that shows the later 'brownie points' request. I'd love to know, also, if there is a way to export this info. It would be useful for our in-house auditors for an overview of what our files look like.
Comment actionsI can't believe I've been using SkySlope for all this time & never tried the reports section before! Thank you! Now I can compare the export to the auditor requirements & see if maintaining a separate log is even necessary any more.
Sure would be nice if we could eventually do the brownie points task - it's a good way to cross-check files for completeness!Please sign in to leave a comment.
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