Our agents tend to ignore the checklist requirements and ask our office staff if their file is ready for payout or not. I would like the ability to add a color-coded (Compliant or Not Compliant) note in the file header so the agent can tell at a glance whether their file is compliant or not. Currently, the file statuses (active, pending, expired) cannot be edited/controlled by the auditor. It would be great to have additional statuses for "Compliant" or "Not Compliant" that the Auditor can set.
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1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hey Allen,
I have a few questions in regards to this problem.
Are all checklist items needed marked required for the agents?
Do your admins use the Update Agent feature to alert your agents they are missing required items?
Would the status help the agent know what actions are required of them to make the file compliant?
What do your admins currently do to get your agents to complete a file?
Thanks for taking the time to provide us this feedback,
Created By Allen Vance
RequesterOur agents tend to ignore the checklist requirements and ask our office staff if their file is ready for payout or not. I would like the ability to add a color-coded (Compliant or Not Compliant) note in the file header so the agent can tell at a glance whether their file is compliant or not. Currently, the file statuses (active, pending, expired) cannot be edited/controlled by the auditor. It would be great to have additional statuses for "Compliant" or "Not Compliant" that the Auditor can set.
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHey Allen,
I have a few questions in regards to this problem.
Thanks for taking the time to provide us this feedback,
Jessey, SkySlope Product Manager
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