Topics – SkySlope Support

Ability to open a Buyer File

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7 comments

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    Dorothea Greco

    I agree.  The broker should be able to see buyer agreements from the beginning instead of waiting until the transaction is about to close.  Buyer specific files should be enabled just like listings.

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    Ashley M. (SkySlope Support)

    It has also been requested to have the ability to convert that buyer file into a Transaction so that the information converts much like a listing does. Once the transaction is made from the buyer file, the property specific email address can then be created. 

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    Mara Gillott

    I agree! Our state requires a form called "The Consumer Guide to Agency Relationship" that we must get signed upon first substantial contact, and before the contract is written. The agents have complained about not having a place to "dump" these so the office keeps a copy of it on file, per requirements, and aren't happy using the "working docs" section to store them. If they could quickly open a buyer file, and have a check list for those required documents, even if they do not contract, that would be fantastic.

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    Phyllis Cole

    Buyer Agency Agreements are every bit as important as Seller Listing Agreements and we are required to track them from first substantial contact. Moreover, if two agents in the same office are dual agents on the same transaction, the buyer's agent has no way to review documents within the transaction. Adding them as a co-agent on the listing won't work as the buyer's agent should not have access to the Seller's documents. This is a MAJOR problem as my agent can't access documents for his or her closing within Skyslope. Skyslope needs to establish a Manage Buyers section just as it has a Manage Listings section.

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    Mara Gillott

    Phylis- Our work around to this is having transaction files for in-house deals. Buyer side takes one side. Seller side takes another. that way there is no need for a co-agent situation.

    But I still thing buyer files are essential from start-to-finish, to avoid creating a transaction and having to dead deal something every time an offer isn't accepted.

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    Phyllis Cole

    Mara, how do you have a buyer side transaction with no listing agreements and using the same address? The checklist requires a listing agreement and other seller docs--which the buyer's agent shouldn't have access to. It doesn't work to my knowledge.

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    Mara Gillott

    Phylis- We start from "create a transaction" not from a listing. You can go simply to a transaction with no listing involved. As long as the buyer agent isn't the same as the selling agent, you can create a transaction with the same address. It just will not allow the same agent to create two transaction files for the same address. We have checklists developed for transactions that reflect dual agency vs. Buyer or Seller only agency.

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