Client Portal

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Gilmourlead

Requester

I think the next step would be a client portal. Where we can give them a log in number and they can see certain items, check their digisign, and see their time line. That way they have access to all documents and files and feel more transparency.

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SkySlope Support posted about 1 month ago Admin

Created By Pravin agent

Requester

Hi Dominique,

Thanks for reaching out! I would love to schedule some time over with you and talk about Consumer Portal and what Brivity offers. I would be very interested to hear what features you feel are absolutely needed within the consumer and how exactly you plan on using this type of new tool!

Please feel free to contact me at [email protected] to discuss this issue further.

Thanks,

Pravin

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SkySlope Support posted about 1 month ago Admin

Created By Dominique Bandet

Requester

Any updates on this? I see from previous posts this has been requested over 2 years ago.

This a must have for our clients. See the above comment from Gilmourlead. Brivity has had this feature for many years. Updated link.

https://info.brivity.com/knowledge/add-clients/collaborators-to-view-transactions

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SkySlope Support posted about 1 month ago Admin

Created By Gilmourlead

Requester

Brivity has a client portal. Here is a link to a view. Scroll down to The Client/Collaborator Portal.

https://support.brivity.com/hc/en-us/articles/115001608614-Add-Clients-Collaborators-to-view-transactions

Hope this helps!

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thanks for the feedback and I agree this would be a great addition. We're starting to look into this area and have a few ideas. From your posts I see the need for a timeline for the transaction, a place to e-sign documents, and a filing cabinet for all the documents. Are there any other ideas for what you'd like to see in a client portal?

Thanks - Jason SkySlope PM

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SkySlope Support posted about 1 month ago Admin

Created By Justin Capizzi

Requester

I agree, there are so many other client portals for other industries, but none, that i have found, for Real Estate Transactions. Floify for mortgage professionals for example. (although that need some help as well.

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