"Manage Buyer" Option

Kallie,

I think that the simplest short term solution would be for you to have an icon on the dashboard right next to "Create Listing" that would be "Create Buyer" However, I would recommend relabeling these icons as "Enter New Seller" and "Enter New Buyer" or ideally just one icon labeled "Enter New Client".

As you mentioned there should be a "Manage Buyer" feature along with the "Manage Listing" feature and "Manage Transaction" feature. (I would then rename Manage Listing to Manage Seller) These three features should all be next to each other on the agent dashboard. 

All real estate transactions start with a client, either a buyer or a seller. In my opinion all files should be started as a client, either a Seller/Buyer or Landlord/Tenant not as a listing, address or as a transaction. Only after basic client information has been added should a listing or a buyer or a transaction be created. 

The ideal workflow in SkySlope should be: 

1) Enter New Client - at this stage basic client information needs to be entered. This should be the first step for everything. You have it right in the Forms App and this is the way is should be in SkySlope as well:

In DigiSign the New Envelope dropdown should read as follows:

• Choose Client
• Create New Client (linked to appropriate entry form)
• Choose Property
• No Client or Property   

2) Create New Seller or Create New Buyer (also consider adding Landlord/Tenant as options) - at this stage a new listing would be created with a Listing Documentation Checklist (I would rename it Seller Documentation) or a new Buyer would be created with a Buyer Documentation Checklist. Agency agreements are used both with buyers and sellers but the forms used in each case vary so the checklists for Sellers and Buyers should be named similarly. Having a checklist section for Agency Agreements would be fine but it is not as important as allowing agents the ability to add agency agreements and other forms into files before they go under contract.

I believe that the ideal would be to have the following checklist types: Buyer, Seller, and Transaction rather than the only two checklist types currently available that are Listing or Transaction. You might also want to consider adding checklists only to be used for landlords or tenants.

3) Create Transaction - once the Seller (Listing) goes under contract or the Buyer goes under contract then a transaction should be created by converting the Client (Buyer or Seller) with the appropriate Transaction Checklist applied. This is the point where all the necessary transaction items can be added to the files up until closing.

The impact these changes would have on the productivity of the agents and their managing brokers would be substantial. Right now I am struggling to figure out how to be able to timely review buyer side transactions along with all the associated paperwork involved before a buyer goes under contract. It is not unusual for buyers to submit multiple offers on different properties before they go under contract on a home they eventually purchase. If agents don't have a way to store and have their buyer files reviewed by their brokerage before actually going under contract there is a huge gap in the SkySlope system that creates unnecessary liability for Brokers, Agents, Company Owners etc. Most if all states that I know of require brokerages to keep accurate records of all their agents agency agreements, offers made on behalf of buyers, listing agreements, and the like that are created before a binding contract/transaction is created.

The damage that could be caused by the inability of the brokerage to have access to the buyer side paperwork to review before a contact and transaction is created is substantial. God forbid that something were to happen to incapacitate one of my agents and I had to take over managing their clients but had no way of knowing how to get in touch with them or see their previous history with my agent.

I am hopeful that you will be able to improve your systems to better accomodate the needs of your SkySlope clients and the various regulations that we are supposed to abide by.

Please feel free to reach out to me anytime via phone, text or email for clarification. I don't mind giving you a little free consultation if it helps both our businesses.

Many thanks,

Ian Rosenbaum

Hi Ian!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this additional context. I've documented this request and also had a few questions for you:

• Would you like to see this "Manage Buyer" feature as a separate section within the dashboard of SkySlope or within the transaction? 
• Would it be helpful to have the Agency Agreements as a checklist item within transactions for NC?
• What impact do you anticipate it having on your productivity?

Thanks again and have a great day!

This is an absolutely necessary feature in NC. Agents are required by statute to provide their office with all agency agreements within 3 days of their execution. If the agents can't upload them into Skyslope somewhere where I can view them as their Broker-in-Charge, then it becomes impossible for me to comply with this law without a separate document management system. This undermines the purpose of why I chose to use Skyslope for my brokerage. Please remedy this ASAP.  Thanks.

Please add this feature

I am in support of this feature. It would also allow teams that are working with a buyer to share documents. Currently, they can not do so until the buyer is under contract.

-Charles

Inhabit Real Estate

Thanks for the feedback, Tara!

We'll monitor this request for upvotes and additional feedback.

Thanks again,

Carlo, Product Manager