In the Categories for File Information. Is it possible to add Principal Broker and Transaction Coordinator. Principal Broker especially would make it so much easier when filling out forms that need both Agent and Principal Broker signature.
Thank you.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Bailey from the Product Operations team here! Great news - We've added the Broker contact role to SkySlope Forms! This new feature is a time-saver for forms requiring your broker's information or signature. You can now add your broker as a contact in your Forms files and prepare forms requiring their signature even faster. Auto-filling Broker information and signatures is currently available upon request as our Forms team is currently working on customizing all forms libraries to autofill broker contact information onto selected forms correctly. Please get in touch with our Support team for questions about availability in specific forms libraries or to request this on specific forms in your library!
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Vinh! Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback!
A couple questions for you: How often are you finding yourself needing to manually place Principal Broker initials or signatures per transaction? Besides the Broker and Transaction Coordinator, are there any other contacts you would like to see added as well?
I've documented your request and we'll also monitor this post for upvotes and comments. Thanks again and have a great day!
Created By Vinh Nguyen
RequesterIn the Categories for File Information. Is it possible to add Principal Broker and Transaction Coordinator. Principal Broker especially would make it so much easier when filling out forms that need both Agent and Principal Broker signature.
Thank you.
0 Votes
2 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentBailey from the Product Operations team here! Great news - We've added the Broker contact role to SkySlope Forms! This new feature is a time-saver for forms requiring your broker's information or signature. You can now add your broker as a contact in your Forms files and prepare forms requiring their signature even faster.
Auto-filling Broker information and signatures is currently available upon request as our Forms team is currently working on customizing all forms libraries to autofill broker contact information onto selected forms correctly. Please get in touch with our Support team for questions about availability in specific forms libraries or to request this on specific forms in your library!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Vinh!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback!
A couple questions for you: How often are you finding yourself needing to manually place Principal Broker initials or signatures per transaction? Besides the Broker and Transaction Coordinator, are there any other contacts you would like to see added as well?
I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!
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