Buyer Representation File Management - URGENT

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• April 25, 2018 18:00

We are having a serious problem within our brokerage of keeping track of Buyer representation forms and rejected offers and other communications. We need a way to keep track of them within skyslope, other than creating a mock transaction for them. It ruins our reports if we have 100 pending transactions, but only 80 of them are real because the other 20 are actually just people shopping around, and not actual transactions. 

 

Ideally, we'd like to have a Buyer/Broker feature not unlike a listing. That is to say you'd have a "Create Buyer Rep File" button, and you'd put in your buyer's information just like you'd put in a listing, and attach your Buyer represenation form in the checklist. Then, when you got an accepted offer, you could convert the Buyer Representation into a Transaction and add an MLS number, and it would then go through like a normal Sale file. 

 

We have quite a few busy agents and are only going to continue to grow. To stay within compliance and keep Skyslope useful to our agents, this feature is absolutely necessary. 

6

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  Taylor

  • April 05, 2019 20:23

  Would love to see this!!! Also being able to turn Zipforms transactions into Rejected Offers

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  Prod Squad

  • April 16, 2019 17:26

  Hi Taylor,

  This makes sense, but wanted to check with you on a clarification. Does your broker currently have access to an agent's zipForm account and documents? If so, are you currently using that as retention for the rejected offers or creating files in SkySlope for each one?

   

  Thanks for any clarifications you can provide! 

   

  -Ryan on the Product Team 

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  Ryan Conklin

  • August 21, 2019 17:41

  It would be very nice to be able to have a Create Buyer button and Manage Buyers button.  At this point it is difficult to keep track of Buyers contracts, offers that are rejected etc.

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  Ryan Conklin

  • August 21, 2019 17:41

  It would be very nice to be able to have a Create Buyer button and Manage Buyers button.  At this point it is difficult to keep track of Buyers contracts, offers that are rejected etc.

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