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Created By Julia Kundert
RequesterOur Broker is an active working Broker, who works from just one office, yet all Broker accounts are all assigned to an office called ALL. Therefore all of their listings and transactions show up as the office called ALL, and there is no current option for a Broker to be able to assign a specific listing or transaction to a specific office. In real life closings don't work that way, at least not for us. She works out of one office and her closings get assigned to only one office (not ALL offices), so why can't she assign her listing/transaction/closing in skyslope to only one office?
I suggest adding the ability to allow a Broker account to change the office that their listing or transaction is assigned to so that they don't always show as ALL office. I also suggest giving Auditors who are assigned to ALL office the ability to switch any transaction or listing to any of the offices within an account.
0 Votes
2 Comments
SkySlope Support posted about 1 month ago Admin
Created By Julia Kundert
RequesterYes! The auditor for the office where the file is placed would review that file (or if there is 1 auditor who reviews files from every office and is therefore assigend to every office, then they would review). I don't know if this is true of all brokerages, but our broker's files are still reviewed by our "auditor" to ensure we aren't missing anything when we close out a file.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Julia,
This makes sense and thank you for sharing it.
In this situation, and assumed most, the broker places their file in an office location. For cases where this happens, who reviews the file? By that I mean if the broker places it in "Office 1"(instead of ALL), would you expect an Auditor from "Office 1" to review it?
- Ryan, Product Manager
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