I'd like to be able to view the required documents for a transaction without creating a skyslope transaction first. If a client does not have email or if we are meeting for the first time, it is easier to prepare all the necessary documents and have them signed at one time. Having a printable checklist to include in our paper files would be extremely helpful with planning and organization as well.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Sue!
Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this additional context! At this time, I do not have an update for you, but we will sure to be in touch with any progress made! Question for you, are there any other sections of SkySlope that you'd like to see available that aren't currently in the listing stage/prior to opening a file?
Looking forward to your reply!
Thanks again and have a great day!
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Sue Bartow
Requester
I believe that this should be a default feature. Having the disclosure checklist available at the time of taking the listing is invaluable. I realize we can create a task list, but if we already have a checklist, we shouldn't have to reinvent the wheel. Any progress on this feature?
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi there,
I think this is a terrific idea, thank you for following up on this post! I have documented this feedback and we will continue to monitor for upvotes and comments.
Created By Rachel Meadows
RequesterI'd like to be able to view the required documents for a transaction without creating a skyslope transaction first. If a client does not have email or if we are meeting for the first time, it is easier to prepare all the necessary documents and have them signed at one time. Having a printable checklist to include in our paper files would be extremely helpful with planning and organization as well.
0 Votes
4 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Sue!
Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this additional context! At this time, I do not have an update for you, but we will sure to be in touch with any progress made! Question for you, are there any other sections of SkySlope that you'd like to see available that aren't currently in the listing stage/prior to opening a file?
Looking forward to your reply!
Thanks again and have a great day!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Sue Bartow
RequesterI believe that this should be a default feature. Having the disclosure checklist available at the time of taking the listing is invaluable. I realize we can create a task list, but if we already have a checklist, we shouldn't have to reinvent the wheel. Any progress on this feature?
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi there,
I think this is a terrific idea, thank you for following up on this post! I have documented this feedback and we will continue to monitor for upvotes and comments.
Have a great day,
Kasey, Product Operations
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Elizabeth Brown
RequesterA printable checklist would be terrific.
0 Votes
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