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Adding more contact options

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Stacey Dussault

Requester

It would be great to be able to add assistants/transaction coordinators or someone of the sort to the contacts so that when you use digisign you can just click next to their contact to add them to the list of persons who are signing or receiving a copy without having to manually add them. Even being able to have more than one miscellaneous contact would work great. A separate appraiser contact would be great as well as we use the misc contact for our appraisers so have no extra contacts availble

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SkySlope Support posted 5 months ago Admin

Created By Sandy Fullington

Requester

I find that most agents and lenders have a transaction coordinator or a team member that needs to be added to their contact.  Right now you have to add to the title company under closing or attorney.  There is only 1 misc contact to use and that is not enough. WE need more options to add contacts. 

 

 

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SkySlope Support posted 5 months ago Admin

Created By Debbie Cardelli

Requester

In the Agents Section need capability to add another agent when there is a co-agent on the file.  Need to add a tab at the bottom just like when we add a seller or a buyer.  Also need in the lending section because the lender usually has an assistant that they want included in all emails. Miscellaneous Section again the capability to add a few people would be great.

Since skyslope is suppose to be an assistant to the transaction when we can't have all the parties listed and easy access it is a major drawback to the system.

 

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Jessey SkySlope Product Manager here, I understand your request and will monitor this post for yes/up-votes for consideration. Thank you for providing your feedback! 

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