With increased regulation, there are more and more disclosures and contracts to be signed prior to a buyer actually picking a property. At SkySlope's core is document review. Unfortunately, there is a missing component critical to the compliance requirements.
SkySlope currently requires a transaction, with an address, to be entered in order to start uploading and reviewing documents.
We need a way to create a Buyer file (by name) that documents are uploaded to and reviewed through the standard doc review process. These documents prior to selecting a property are still to be reviewed with a specific number of days to remain in compliance.
Once that buyer chooses a property, it should then convert the file to a transaction file. The functionality would similar to how a listing can be created and converted to a transaction. If the transaction falls through, the buyers initial documents would be returned to the Buyer file.
Appreciate the consideration.
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