Zipforms Integration for Multiple Zipforms accounts

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Gilmourlead

• March 27, 2019 21:08

I am a TC for multiple agents. I would love to be able to toggle between their zipforms accounts. Currently only one account can be integrated. 

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  Prod Squad

  • April 03, 2019 18:19

  Hi Beth,

  Thank you for the suggestion! My name is Ryan and I am on the product team here. As a TC, I imagine you spend a lot of time grabbing documents from zipForms and adding them to SkySlope.

  Do you have a TC account in zipForm or you access each agent's account separately? 

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  Gilmourlead

  • April 03, 2019 21:08

  No, I don't have my own. I use their accounts. 

   

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  Prod Squad

  • April 04, 2019 16:50

  That makes sense!

   

  Out of curiosity of the integration as a whole - what features are you primarily using? For example, are you creating transactions using the zipForm data or sending out disclosures for signing? 

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  Prod Squad

  • April 04, 2019 16:51

  Also, if you're interested, as a zipForm & SkySlope user it would be great to get your feedback on the integration as a whole - if you're willing to provide some feedback let me know and I'll reach out to speak with you! 

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