I'm working with a co-seller's agent on a transaction representing the Seller. She and are both working with the Seller to send out forms, and we encountered a situation where it made sense for her to access the SPD which I had sent out from Breeze. I asked support, and they explained that I could add her to my Team within Breeze which would give her access to all my files. I asked support if I could add her to only the specific disclosures for our shared transaction, and the agent told me that there is no functionality for that. It would be helpful to have the functionality to add a co-agent to specific files without giving them access to every file I have in Breeze.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
No problem! Feel free to reach out to our support team at any time and they can help with any Breeze questions you may have. Please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
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S
SkySlope Supportposted
3 months ago
Admin
Created By Victoria Holtzheimer
Requester
Thanks for following up! This is actually my first transaction where I've used Breeze, so I can't say that I've encountered this before.
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S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Victoria!
Tyler from the Product team here at SkySlope. I will document this feedback and pass it along to the Breeze team! Do you run into situations like this often when working with a co-agent?
Created By Victoria Holtzheimer
RequesterI'm working with a co-seller's agent on a transaction representing the Seller. She and are both working with the Seller to send out forms, and we encountered a situation where it made sense for her to access the SPD which I had sent out from Breeze. I asked support, and they explained that I could add her to my Team within Breeze which would give her access to all my files. I asked support if I could add her to only the specific disclosures for our shared transaction, and the agent told me that there is no functionality for that. It would be helpful to have the functionality to add a co-agent to specific files without giving them access to every file I have in Breeze.
0 Votes
3 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentNo problem! Feel free to reach out to our support team at any time and they can help with any Breeze questions you may have. Please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Victoria Holtzheimer
RequesterThanks for following up! This is actually my first transaction where I've used Breeze, so I can't say that I've encountered this before.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Victoria!
Tyler from the Product team here at SkySlope. I will document this feedback and pass it along to the Breeze team! Do you run into situations like this often when working with a co-agent?
Thank you!
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