We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Created By Gilmourlead
RequesterI am a TC and I would love to have a weekly summary report that can be emailed to the client and/or the agent. Either emailed direct from the program or a PDF. It would show what day we are at in the escrow, what has been done and needs to be done.
0 Votes
7 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentThank you for the continued suggestions! We look forward to getting started on our solution later this year.
-Buck
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Gilmourlead
RequesterAlso, if there could be a tab with a calendar. Maybe with a toggle between being able to view tasks on the calendar or just the Important dates. This would be great. I don't want to sync with my google calendar, that would get annoying. But each day I could log on can see a calendar view to see what happening, instead of a list of tasks. Some people like (or respond to) calendar views better than a long list of tasks.
Thank you Buck and team. You have a great product and look forward to improvements.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHello!
Buck, VP of Product here at SkySlope. Thank you for taking the time to submit a suggestion!
We know the team over at Folio and familiar with their product. We are working toward this during the back half of this year/early next. All depends on the feedback we get. I'll ensure the team working on this sees this post and know to reach out to you for input if you are open to providing.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Gilmourlead
RequesterIn fact, We are using Folio for our timeline currently. I'm not sure if you know about them. One of the reasons I like it, is because I can add a event with the click of one button like "sent disclosures" and mark it so that only the agent and I can see it, and the client doesn't. Or I can make notes that only I saw like, "sent weekly email". If you guys decided to add a timeline, I suggest you look into the Folio (Amitree) features.I can even create a video super quick and easy for you all.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Tyler Smith
AgentGreat Idea - we have been looking at how to provide timelines to users so they can be more transparent to their clients, both Agents to buyers/sellers and TC's to both along with the agent they are working for. I have added this to the backlog along with included both of your names on people we can work with to make it happen.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Gilmourlead
RequesterThanks Tyler! You're the best! How long is the "backlog"? LOL. Are we looking at sometime in the next 3 yrs? Or like a few months out? (I won't hold you to any specific numbers- I promise)
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Mmcduffee
RequesterYes! This would be awesome!
0 Votes
Login or Sign up to post a comment