Topics – SkySlope Support

Adding Multiple Stages of Review that Trigger the Next Stage

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    Prod Squad

    Hey Erin,

    Thanks for taking the time to provide this request. I have some questions to better understand.

    Scenario 1: Do you want to mark the stage 1 on a file that automatically accepts each document attached to the checklist? Do you want stage 2 to allow the admin to review those accepted documents? Would Stage 3 notify the broker to review these files? OR Scenario 2: Would you review the property file and once the checklist items were accepted, mark that file as Stage 1 Complete which would then trigger Stage 2 for the broker to review?

    It sounds like the need stages notifications would help relieve this pain point, is that correct? Does an admin review the files first then hand them off to the broker? Are there other steps involved in this reviewing process that stages could help with? 

     

    I look forward to hearing from you,

    Jessey, SkySlope Product Manager 

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    Jen Cruikshank

    Love this idea!!

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    Sam Coyle

    Yes this would be so helpful!

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    Erin Stroud

    Hey Jessey!

    Scenario 2 is what I was thinking. I am the admin for my team and would be doing a prelim review on the documents to make sure there isn't anything missing. Once I have the file marked as complete. Then it should be passed along to my broker to do the final check fo compliance and legality reasons. This would help as to lighten to load for my broker so he doesn't have to see the minuscule things missing like signatures or dates. I can find those items first then if something is wrong with the more in-depth things then he can take that up with the agent. This would streamline our review process for sure. 

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    Prod Squad

    Thanks for getting back to me Erin. Would a notification that the stage as changed to stage 2 help relieve this pain point of alerting your broker? Are there other features you wish Stages included for this process? 

     

    Jessey, SkySlope Product Manager 

     
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    Erin Stroud

    Yes, a notification would be ideal! And at the moment I cannot think of anything else that would be needed.

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