Customizing Transaction Summary/Tabs

Samantha Edwards

• March 12, 2019 15:49

Is there a way to customize the transaction summary for our office?  Many of our agents use the transaction summary for a quick reference point. Our local title companies also find the transaction summary helpful (we send them a print out when we send over offer documents).  It would be nice to include how buyers will hold title, dates/deadlines (inspections, financial, radon, appraisal, etc) without creating task/reminders.

Also, we would like the ability to require/un-require (red *) and add additional information under the c commission tab (buyer agency fee in addition to commission, program fees or incentive bonuses, licensed assistant fee, etc.)  

Thank you! 

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  Prod Squad

  • March 14, 2019 23:05

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  Hi Sedwards,

  Chris here with the SkySlope product team.  I'm glad to hear that your Agents and Title companies find it useful.  Along with your comments, we've also heard that it would be helpful to keep the summary to a single page.  What are your thoughts on that?  Is customization more important than keeping the summary to a single page?

  We appreciate your feedback and will reach out if we have any questions as we start to work on enhancements to the Transaction Summary and the Commission Tab.

  Thanks!

  -Chris

   

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  Jen Cruikshank

  • March 15, 2019 23:42

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  Just chiming in here but I think the customization is more important than having it kept to one page.  I do however think it is possible to keep it to one page if you reduce the header and font size a bit.

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  Samantha Edwards

  • March 18, 2019 16:49

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  Customization to our office is more important to keeping the summary page to a single page.  Being that our firm uses title vs an attorney, we feel that some of the fields are not necessary.  We would love the option to customize the fields and tabs to our office needs.

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  Prod Squad

  • March 20, 2019 18:53

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  Hi Sedwards & Jennifer,

  Thanks again for the additional feedback and answering my question.  It's good information and we'll take it into consideration as we start working on enhancement in those areas.  

  Thanks!

  -Chris

   

   

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  Mandy Timmons

  • March 25, 2022 17:10

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  We should be able to check what fields we want to see on our transaction summary so that adding all of these additional fields people want above in customization requests does not make it even more pages.   And shrink the font options so it CAN print on one page even with fields added.   Ours frequently roll over to 3 pages with all of the notes etc.   Lots of trees being wasted!!  

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  Prod Squad

  • March 28, 2022 14:32

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  Hi Mandy!

  Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context! I've documented your request and we'll also monitor this post for upvotes and comments. Being able to check which fields you'd like to be included makes a lot of sense to me. Question for you, what context do you typically utilize the transaction summary for (ie. Lender, Escrow/Title/Attorney, etc)? Looking forward to your reply!

  Thanks again and have a great day!

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  Shannon Labrador

  • November 27, 2022 14:02

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  Any update on this option to customize the dashboard?

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