Topics – SkySlope Support

Referral Reports

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    Prod Squad

    Hey Michelle,

    I understand the request and will monitor this post for up-votes. I am curious about your brokerage's current workaround for referrals. Where do your agents currently add the referral information in their property files? Is your referral department manually creating a report to track these? If so, how do they create this report? 

     

    Thanks,

    Jessey, SkySlope Product Manager 

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    Hanna Shatuck

    I think this would save a lot of time!

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    Eden Long

    It would save us a lot of time.

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    Jonathan Jensen

    Yes! Please consider adding this type of report. Would be very helpful! 

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    Michelle Leverrier

    Hi Jessey, Agents and the referral department are currently adding information on the "Commissions" tab of the transaction.  The Referral department is currently creating a manual report outside the platform but it is often incomplete/incorrect because there is no quick way to visualize all of the Referral data that has already been entered into the platform.  Essentially, it would be great to compare the data entered in SkySlope with their manual report.  Since our agents are entering all of their documents and data here it would be great to have SkySlope be the single source of truth for this data.


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    Taylor Birkhold

    Yes, please consider adding this sort of report!

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