Agent Roster Download

Johnathon Stanford Carey (SkySlope Community)

• September 18, 2015 18:43

Hey SkySlopers,

We had a brokerage request a feature to download a spread sheet that listed all the agents in their brokerage for keeping records and making better agent rosters. The spread sheet would include the agent name, email, office, and any other information entered into Manage Agents.

We wanted to throw this to you all to see what you think about this feature. Do you see ways in which you could use it? Is there anything you would add to the report? Please let us know in the comments.

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  Carol Fuchs

  • September 18, 2015 20:08

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  This would be a great help to have the ability to download the agent information.  Please include their SkySlope email address with all the other information Manage Agent.

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  Johnathon Stanford Carey (SkySlope Community)

  • September 18, 2015 20:44

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  Thank you for the feedback, Carol. Just to be clear so we know exactly what you want, by "SkySlope email" are you looking for the email address that sends directly to that agents Working Docs? Or are you referring to another email?

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  Carol Fuchs

  • September 18, 2015 21:09

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  Yes, the one that sends directly to Working Docs.  As Admin we can't see what that is without logging in as the agent.  I'd also like to see the personal email for each agent that does show up on the admin screen.

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  Johnathon Stanford Carey (SkySlope Community)

  • September 21, 2015 16:13

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  Thank you Carol. We will update the feature details to include the Working Docs email in the agent report.

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  Ryan Means

  • October 13, 2015 17:21

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  This would be massively useful to our brokerage. As I am sure a lot of brokerages do we have a reasonably high turnover rate, and are constantly adding new agents, and it is very difficult currently to run a report of who is in what office.

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  Johnathon Stanford Carey (SkySlope Community)

  • October 13, 2015 17:42

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  Thanks you, Ryan. It's great to hear another person could use this feature for tracking which agents are wear. You bring up an interesting point about turn-over rate that leads me to a question about deactivated agents...
  Would including deactivated agents in the report be useful information? We can see this being good for knowing who was where and when they were deactivated. Are there any other use cases you could see including deactivated agents in the report could provide?

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