SkySlope Support

Most questions are solved in under 3 minutes through our tutorials.

Astronaut Stars

Referral Reports

Posted 5 months ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By Michelle Leverrier

Requester

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.

0 Votes


7 Comments

Sorted by
S

SkySlope Support posted 5 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 Support posted 5 months ago Admin

Created By Taylor Birkhold

Requester

Yes, please consider adding this sort of report!

0 Votes

S

SkySlope Support posted 5 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 Support posted 5 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 Support posted 5 months ago Admin

Created By Hanna Shatuck

Requester

I think this would save a lot of time!

0 Votes

S

SkySlope Support posted 5 months ago Admin

Created By Jonathan Jensen

Requester

Yes! Please consider adding this type of report. Would be very helpful! 

0 Votes

S

SkySlope Support posted 5 months ago Admin

Created By Eden Long

Requester

It would save us a lot of time.

0 Votes

Login or Sign up to post a comment