Agent Can Add Items to Checklist

Posted 6 months ago by SkySlope Support

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SkySlope Support Admin

Created By Shayna Denny

Requester

It's impossible to anticipate every single checklist item that might come up. It's also cumbersome to list every single possible document. Agents should have access to add and name their own items to the checklist.

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3 Comments

SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hello there!

Kylee from the Product team here at SkySlope. Thank you for reaching out and commenting on this post! I don't have an update at this time, but I've documented your feedback here. Comments and upvotes on this forum help our product managers prioritize highly requested features.

We'll be sure to provide any updates here as they become available. Thank you again and have a great day!

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SkySlope Support posted 6 months ago Admin

Created By Innovations Processor

Requester

Any update on this? Agents should be provided with this. Especially for offices that handle a lot of transactions or agents, it is not all the time that the admin has the time to go into each transaction to add to their checklist then go back to the agent so they can attach the document.

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hey Shayna,

Thanks for taking the time to provide us this feedback. I understand this request and will be monitoring this post for up-votes! In the meantime, since your Broker creates your checklist's items I would reach out to them or your office admin to create a Misc. Item to alleviate this pain point.

Thanks,

Jessey, SkySlope Product Manager.

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