Our Referral Department brought to our attention that there is not an active report that gives them usable data for tracking referrals. The Master Data Report does not include Referral Brokerage. Referrals are a large part of our business, so this would streamline our referral tracking greatly.
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SkySlope Supportposted
6 months ago
Admin
Created By Gina Ellis
Requester
Revisiting this conversation from two years ago regarding referral tracking. It would be a tremendous help to have a tracking system in Skyslope. Anything in the works?
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Taylor Birkhold
Requester
Yes, please consider adding this sort of report!
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Michelle Leverrier
Requester
Hi Jessey, Agents and the referral department are currently adding information on the "Commissions" tab of the transaction. The Referral department is currently creating a manual report outside the platform but it is often incomplete/incorrect because there is no quick way to visualize all of the Referral data that has already been entered into the platform. Essentially, it would be great to compare the data entered in SkySlope with their manual report. Since our agents are entering all of their documents and data here it would be great to have SkySlope be the single source of truth for this data.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hey Michelle,
I understand the request and will monitor this post for up-votes. I am curious about your brokerage's current workaround for referrals. Where do your agents currently add the referral information in their property files? Is your referral department manually creating a report to track these? If so, how do they create this report?
Thanks,
Jessey, SkySlope Product Manager
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Hanna Shatuck
Requester
I think this would save a lot of time!
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Jonathan Jensen
Requester
Yes! Please consider adding this type of report. Would be very helpful!
Created By Michelle Leverrier
RequesterOur Referral Department brought to our attention that there is not an active report that gives them usable data for tracking referrals. The Master Data Report does not include Referral Brokerage. Referrals are a large part of our business, so this would streamline our referral tracking greatly.
0 Votes
7 Comments
SkySlope Support posted 6 months ago Admin
Created By Gina Ellis
RequesterRevisiting this conversation from two years ago regarding referral tracking. It would be a tremendous help to have a tracking system in Skyslope. Anything in the works?
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Taylor Birkhold
RequesterYes, please consider adding this sort of report!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Michelle Leverrier
RequesterHi Jessey, Agents and the referral department are currently adding information on the "Commissions" tab of the transaction. The Referral department is currently creating a manual report outside the platform but it is often incomplete/incorrect because there is no quick way to visualize all of the Referral data that has already been entered into the platform. Essentially, it would be great to compare the data entered in SkySlope with their manual report. Since our agents are entering all of their documents and data here it would be great to have SkySlope be the single source of truth for this data.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHey Michelle,
I understand the request and will monitor this post for up-votes. I am curious about your brokerage's current workaround for referrals. Where do your agents currently add the referral information in their property files? Is your referral department manually creating a report to track these? If so, how do they create this report?
Thanks,
Jessey, SkySlope Product Manager
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Hanna Shatuck
RequesterI think this would save a lot of time!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Jonathan Jensen
RequesterYes! Please consider adding this type of report. Would be very helpful!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Eden Long
RequesterIt would save us a lot of time.
0 Votes
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