Attaching contacts/signers at the Broker Template level.

4 comments

  • Prod Squad
    Official comment
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    Hi Georgia!

    Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a suggestion:

    We recommend that each agent adds their appropriate broker information in their user profile. Then each file that the agent creates, will automatically add the agent's contact and broker info.

    I've noted this request with our team and as soon as we have another update on this function we will let you know.


    Thanks again and have a great day!

  • Ryan Moriarty
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    Prod Squad,

    How would the agent have the ability to change their brokerage information? This is a top down problem, not a down up.

  • Georgia Purpura
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    Do you have a user group that you consult on product development? If you do I would LOVE to be a part of that.  Understanding your clients needs is important.  We have been with SS for almost 10 years now and we just doubled down on our relationship and moved forward with the forms/broker side of things. How can we better grow together?

    Georgia P

    702-498-0096

  • Prod Squad
    Comment actions Permalink

    Hi Ryan and Georgia!

    Ryan, to answer your question, there are certain details that an agent can change within their own profile within Digital Transaction Management and Forms. If you have something specific in mind, we can walk you through it! Here is a tutorial for Forms and here is one for Digital Transaction Management.

    Georgia, we do reach out to users! I'll pass your information on to our DigiSign product manager regarding this feedback about templates. We also add users who post to the forum to our reach out rolodex!

    Thank you both so much and have a wonderful day!

    Charleigh, Product Operations

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