Ability to Create a Buyer File Without an Address

Brad, I hope that your comment creates some action on this issue, however I wouldn't hold my breath. Unfortunately I have decided that I will be giving up on SkySlope due to their long-term inaction regarding this issue. I will be switching over to a new compliance platform in the beginning of 2024. I wish you and all the other SkySlope users the best. Thanks.

Another vote for this, now that the NAR ruling about buyer broker payment has everyone in a tizzy. We want to be able to REVIEW and APPROVE buyer broker agreements before the buyers are in contract on any property.

Fully agree! We pay $1000 per month and all of these features should be in place. We had a call with a tech person several months ago only to never hear anything back...very frustrating. We are looking at other platforms that are more inclusive with the features we need to have for us (the brokerage) and our agents.

This is one of the most urgent features required ASAP for all of the reasons stated before.  Brokerages are actually the one who has the agency agreement with the client and the agent is designated so as a brokerage, we have to have a way to keep these as buyer pre-contract transactions. It is a contract. Just like the listing agreement is.

I have not seen any progress on this at all.  This thread has been going for 4 years with no progress.  The tech is already there because we use it with listings. There is really very little difference.  The other issue is that we can't have a task list without a transaction so if I want to build tasks into the process so agents know exactly how to create their forms, get signatures and all the compliance tasks, I can't. This forces me to have to use another system or platform.

This would be super helpful!

Thank you for this additional context Kirsten! We'll be reaching out to you via email to see if you have interest in hopping on a call with us.

This feature is definitely needed ASAP! Another big reason it's needed is, when agents receive referrals, we (broker) will have a record of this when its time to get paid, instead of conveniently(?) forgetting and leaving the firm or business and leave us holding the bag!

Thank you Ian! We'll be reaching out to you. 

I would be very interested in speaking with one of your product managers or your CTO about this issue. The inability to track buyers is a gaping hole in your system that needs to be patched. Please reach out to me anytime. Many thanks.

Great! We'll be reaching out to you Mickey! 

Sure, I would be happy to :-) 

Hi Ian and Mickey,

Bailey from the Product Operations team here. Thank you so much for providing this valuable feedback. Would either of you be interested in speaking to one of our product managers so that they may gather more information from you? Please let me know if you would be open to that and we can arrange this. Thank you!

I like the idea of starting from the client, buyer or seller. Of course, some people are both, so that would have to be taken into consideration. 

This is an issue that seems to appear in multiple feature requests over the years and should really be addressed sooner than later. 

All real estate transactions start with a client, either a buyer or a seller. In my opinion all files should be started as a client, either a Seller/Buyer or Landlord/Tenant not as a listing, address or as a transaction. Only after basic client information has been added should a listing or a buyer or a transaction be created. 

The ideal workflow in SkySlope should be: 

1) Enter New Client - at this stage basic client information needs to be entered. This should be the first step for everything. You have it right in the Forms App and this is the way is should be in SkySlope as well:

In DigiSign the New Envelope dropdown should read as follows:

• Choose Client
• Create New Client (linked to appropriate entry form)
• Choose Property
• No Client or Property   

2) Create New Seller or Create New Buyer (also consider adding Landlord/Tenant as options) - at this stage a new listing would be created with a Listing Documentation Checklist (I would rename it Seller Documentation) or a new Buyer would be created with a Buyer Documentation Checklist. Agency agreements are used both with buyers and sellers but the forms used in each case vary so the checklists for Sellers and Buyers should be named similarly. Having a checklist section for Agency Agreements would be fine but it is not as important as allowing agents the ability to add agency agreements and other forms into files before they go under contract.

I believe that the ideal would be to have the following checklist types: Buyer, Seller, and Transaction rather than the only two checklist types currently available that are Listing or Transaction. You might also want to consider adding checklists only to be used for landlords or tenants.

3) Create Transaction - once the Seller (Listing) goes under contract or the Buyer goes under contract then a transaction should be created by converting the Client (Buyer or Seller) with the appropriate Transaction Checklist applied. This is the point where all the necessary transaction items can be added to the files up until closing.

The impact these changes would have on the productivity of the agents and their managing brokers would be substantial. Right now I am struggling to figure out how to be able to timely review buyer side transactions along with all the associated paperwork involved before a buyer goes under contract. It is not unusual for buyers to submit multiple offers on different properties before they go under contract on a home they eventually purchase. If agents don't have a way to store and have their buyer files reviewed by their brokerage before actually going under contract there is a huge gap in the SkySlope system that creates unnecessary liability for Brokers, Agents, Company Owners etc. Most if all states that I know of require brokerages to keep accurate records of all their agents agency agreements, offers made on behalf of buyers, listing agreements, and the like that are created before a binding contract/transaction is created.

I am hopeful that you will be able to improve your systems to better accomodate the needs of your SkySlope clients and the various regulations that we are supposed to abide by.

Many thanks,

Ian Rosenbaum

Ian is correct.