If there is just one thing that I would like to add to the SkySlope futures development list it is this:
If there was a way that SkySlope can identify documents that require broker approval, not administrative or policy approval, but simply those forms or documents in added to SkySlope by agents, and bring those to the brokers attention for review, that would be a very big win for our broker trying to utilize SkySlope. I would have to guess that if asked, other brokers or contract “gurus” would also like this feature. In SureClose, our previous system for document management, there is a broker review screen that only brings up items that require the brokers signature (or online review which qualifies for a signature for audit purposes here in Arizona). Then the broker doesn’t have to wade through all the other documentation that our business policy requires, but that he doesn’t have to touch. We are required to report to the Arizona Department of Real Estate, any of the items requiring broker review (read signature) that are not reviewed within 10 calendar days of the initial execution of the document. This is a requirement for renewal of our broker’s license. The current issue in SkySlope is when an agent places a new addendum or other contract modification, that requires broker review within 10 days. Broker can’t see these items without review all individual transaction and listing files out there several times a week. Very time consuming.
Two relatively easy options for achieving this goal would be:
- Adding an additional flag to your checklist items that identifies those transactions that have a new, unreviewed item added to their checklist, with this flag present and segregating those items in a specific broker review section, table, or such; like you currently have for certain items like canceled, not approved, etc.
- Or, and I know that currently your folders are hardcoded into the system. But if you had one folder for “Items Requiring Broker Review” and we could place only those items in that folder that require broker review. Then segregate those items based upon entry of a new document into that folder.
Anyway, I’m certain that your developers/programmers might have their own, better approach.
If at all possible, it would be great if this could at least be presented to your development staff and if they could query your beta test group of users (assuming that you have one) I always did when in charge of management of a program used by diverse user groups. It would be greatly appreciated.
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