Topics – SkySlope Support

View all Contacts in a Listing or Transaction without download PDF

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5 comments

  • Official comment
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    Prod Squad

    Thanks for your feedback, Christine!

    I have a few follow-up questions that I'm hoping you can answer:

    • What would you use this list of contacts for?
    • When do you need this list of contacts (post-close, during creation...)?
    • Is there a place in SkySlope where this would ideally be presented?
    • What contact information would you like to be able to see - name, email, address, phone? Everything that is included on the transaction summary? Or is there information you don't care to see?

    Looking forward to hearing from you!

    Thanks again,

    Carlo, Product Manager

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    Christine McLellan

    Hi Carlo - Thank you for responding. Se below: 

    • What would you use this list of contacts for?

    To quickly grab and another transaction party one of the contacts. For example: buyer's attorney or lenders contact info. Or if my admin asks who is the buyer's agent. 

    • When do you need this list of contacts (post-close, during creation...)?

    Throughout the listing and transaction process! All the time. 

    • Is there a place in SkySlope where this would ideally be presented?

    Anywhere in the listing/transaction - fewer clicks the better! Format it for screens/mobile w/ the little scrolling please.

    • What contact information would you like to be able to see - name, email, address, phone? Everything that is included on the transaction summary? Or is there information you don't care to see?

    name, email, phone, company and what role they have in the transaction at the minimum. 

     

    Thank you! 

    -Christine

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    Prod Squad

    Thanks for answering those questions, Christine! We'll take this into consideration and will be monitoring this thread for upvotes.

    - Carlo

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    Joanne Jarrett

    I would love to see everyone involved (escrow officer, assistant, attorney, etc) in the transaction on where it currently lists the seller, buyer, escrow number etc.  We deal with many different people in a transaction and cannot remember everyone's name.

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    Prod Squad

    Thank you for the additional feedback Joanne, much appreciated!

    - Megan, Product Manager

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