I am a TC for multiple agents. I would love to be able to toggle between their zipforms accounts. Currently only one account can be integrated.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Also, if you're interested, as a zipForm & SkySlope user it would be great to get your feedback on the integration as a whole - if you're willing to provide some feedback let me know and I'll reach out to speak with you!
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
That makes sense!
Out of curiosity of the integration as a whole - what features are you primarily using? For example, are you creating transactions using the zipForm data or sending out disclosures for signing?
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S
SkySlope Supportposted
6 months ago
Admin
Created By Gilmourlead
Requester
No, I don't have my own. I use their accounts.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Beth,
Thank you for the suggestion! My name is Ryan and I am on the product team here. As a TC, I imagine you spend a lot of time grabbing documents from zipForms and adding them to SkySlope.
Do you have a TC account in zipForm or you access each agent's account separately?
Created By Gilmourlead
RequesterI am a TC for multiple agents. I would love to be able to toggle between their zipforms accounts. Currently only one account can be integrated.
0 Votes
4 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentAlso, if you're interested, as a zipForm & SkySlope user it would be great to get your feedback on the integration as a whole - if you're willing to provide some feedback let me know and I'll reach out to speak with you!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentThat makes sense!
Out of curiosity of the integration as a whole - what features are you primarily using? For example, are you creating transactions using the zipForm data or sending out disclosures for signing?
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Gilmourlead
RequesterNo, I don't have my own. I use their accounts.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Beth,
Thank you for the suggestion! My name is Ryan and I am on the product team here. As a TC, I imagine you spend a lot of time grabbing documents from zipForms and adding them to SkySlope.
Do you have a TC account in zipForm or you access each agent's account separately?
0 Votes
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