Customizing Transaction Summary/Tabs

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Samantha Edwards

Requester

Is there a way to customize the transaction summary for our office? Many of our agents use the transaction summary for a quick reference point. Our local title companies also find the transaction summary helpful (we send them a print out when we send over offer documents). It would be nice to include how buyers will hold title, dates/deadlines (inspections, financial, radon, appraisal, etc) without creating task/reminders.

Also, we would like the ability to require/un-require (red *) and add additional information under the c commission tab (buyer agency fee in addition to commission, program fees or incentive bonuses, licensed assistant fee, etc.)

Thank you!

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7 Comments

SkySlope Support posted about 1 month ago Admin

Created By Shannon Labrador

Requester

Any update on this option to customize the dashboard?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Mandy!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context! I've documented your request and we'll also monitor this post for upvotes and comments. Being able to check which fields you'd like to be included makes a lot of sense to me. Question for you, what context do you typically utilize the transaction summary for (ie. Lender, Escrow/Title/Attorney, etc)? Looking forward to your reply!

Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By Mandy Timmons

Requester

We should be able to check what fields we want to see on our transaction summary so that adding all of these additional fields people want above in customization requests does not make it even more pages. And shrink the font options so it CAN print on one page even with fields added. Ours frequently roll over to 3 pages with all of the notes etc. Lots of trees being wasted!!

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Sedwards & Jennifer,

Thanks again for the additional feedback and answering my question. It's good information and we'll take it into consideration as we start working on enhancement in those areas.

Thanks!

-Chris

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SkySlope Support posted about 1 month ago Admin

Created By Samantha Edwards

Requester

Customization to our office is more important to keeping the summary page to a single page. Being that our firm uses title vs an attorney, we feel that some of the fields are not necessary. We would love the option to customize the fields and tabs to our office needs.

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SkySlope Support posted about 1 month ago Admin

Created By Jen Cruikshank

Requester

Just chiming in here but I think the customization is more important than having it kept to one page. I do however think it is possible to keep it to one page if you reduce the header and font size a bit.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Sedwards,

Chris here with the SkySlope product team. I'm glad to hear that your Agents and Title companies find it useful. Along with your comments, we've also heard that it would be helpful to keep the summary to a single page. What are your thoughts on that? Is customization more important than keeping the summary to a single page?

We appreciate your feedback and will reach out if we have any questions as we start to work on enhancements to the Transaction Summary and the Commission Tab.

Thanks!

-Chris

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