Need a transfer feature for completed files from team skylope account to a seperate broker skyslope account

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The Adams Teams

• October 14, 2019 17:38

My team has our own skyslope account.

My broker/own has their own skyslope account for the brokerage.

I need to be able to transfer completed filed from my seperate team account to the brokers seperate account with a click of a vutton rather than having to archive, download, recreate transaction in second account, then uncompress files manually upload one file at a time, then add to check lists.

If I could just click a button that says transfer file to broker account and it fuplicates it in the broker account it would save an a TON of time and money. Thank you.

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• Official comment

  

  Prod Squad

  • November 13, 2019 21:23

  Hey Adams team,

  The broker account should have access to all offices and teams. It sounds like your team is in its own office. Is that correct? If your broker has the master account they should be able to see your team's files. I would recommend having your broker reach out to Support to help with this issue. You can email them at support@skyslope.com - I hope this helps.

  Thanks,

  Jessey, SkySlope PM  

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