I'm not sure what type of access agents have, but I support a team of multiple agents and definitely need the following features:
The ability to add more than one contact with the Title Company. Most closers have assistants who also need to receive a copy of the CDA and I currently can only add one person.
The system should ask for the option period ending date as this is something that is important to track.
I should be able to change the agent's name once the file has been created. Currently that field is greyed out so if I choose the wrong agent, I have to reach out to Skyslope and get them to change it.
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1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Angela,
My name is Gabby and I am part of our Product Team here at SkySlope. Thank you for your suggestions. We understand your request to add additional contacts to the Title contact and to add an option period end date. We will monitor this post for comments/up-votes.
As for your last comment, unfortunately this isn't possible from a TC-level account. If you change the TC account to an Admin account, you should be able to make this change. You can contact your Admin or Broker on the account to make this change.
Please let us know if you have any questions. Happy SkySloping!
Created By Angela Shorten-Jackson
RequesterI'm not sure what type of access agents have, but I support a team of multiple agents and definitely need the following features:
The ability to add more than one contact with the Title Company. Most closers have assistants who also need to receive a copy of the CDA and I currently can only add one person.
The system should ask for the option period ending date as this is something that is important to track.
I should be able to change the agent's name once the file has been created. Currently that field is greyed out so if I choose the wrong agent, I have to reach out to Skyslope and get them to change it.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Angela,
My name is Gabby and I am part of our Product Team here at SkySlope. Thank you for your suggestions. We understand your request to add additional contacts to the Title contact and to add an option period end date. We will monitor this post for comments/up-votes.
As for your last comment, unfortunately this isn't possible from a TC-level account. If you change the TC account to an Admin account, you should be able to make this change. You can contact your Admin or Broker on the account to make this change.
Please let us know if you have any questions. Happy SkySloping!
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