It would be helpful to have the deadlines of each contract recapped on the top of each file as you move within the file. vs having to build tasks and reminders. Anyone who pulls up the file, knows quickly the dates coming up.
1 Votes
1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hey Cheree,
What type of items would appear in this timeline? Would the timeline automatically reflect based on the property information of acceptance dates, close date and etc? Would you need to add custom task reminders to this timeline? As an admin, how would the agent's timeline help you review and approve their file?
Created By Cheree Pollock
RequesterIt would be helpful to have the deadlines of each contract recapped on the top of each file as you move within the file. vs having to build tasks and reminders. Anyone who pulls up the file, knows quickly the dates coming up.
1 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHey Cheree,
What type of items would appear in this timeline? Would the timeline automatically reflect based on the property information of acceptance dates, close date and etc? Would you need to add custom task reminders to this timeline? As an admin, how would the agent's timeline help you review and approve their file?
Thanks,
Jessey,SkySlope Product Manager
1 Votes
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