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Compliant / Not Compliant Status at the FILE Level vs Checklist Level

Posted 5 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Allen Vance

Requester

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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S

SkySlope Support posted 5 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,

Jessey, SkySlope Product Manager 

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