Is it possible to include a notification option for when an agent adds or changes lawyer information in the contacts section?
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SkySlope Supportposted
6 months ago
Admin
Created By Christine Friesen
Requester
This feature was recently implemented & we LOVED it, however it is no longer working & no longer seems to be available on our notification settings lists. Boo. Need this back immediately if not sooner. We need to know when the agent has added their lawyer information so that we know the file is ready to be sent to the lawyers with conveyancing instructions. Such a time waster to have to look for this info through all the files. Very disappointing that this has been discontinued.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hello all!
Kylee from the Product team here at SkySlope.
Great news: Auditors can now enable email notifications for when lawyers are added to files! If an Auditor has enabled this notification, they will receive an email any time a lawyer is added or updated to a file by an Agent or Limited TC.
Happy SkySloping!
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Christine!
Kylee from the Product team here at SkySlope. Thank you for providing your insight regarding these questions! I've documented your responses for our team to review.
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SkySlope Supportposted
6 months ago
Admin
Created By Christine Friesen
Requester
This is an absolute must! I've made the request myself in the past as well.
In answer to the SkySlope questions above:
1. conveyance instruction report cannot be sent until we know who the lawyers are. If the agent does not add the lawyer info at the beginning of the deal, we have to keep checking back. Alternately, we have just asked our agents to send us an email when they've added lawyers or just tell us who the lawyers are and we have to do that for them. It's an extra step for everyone that seems really silly in a program that could so easily have a notification for this.
2. The notification would prompt us to do the conveyancing.
3. The conveyancing is sent to the other brokerage on the transaction & both sides lawyers. Next to paying out the commission, sending instructions to the lawyers on HOW to pay out the commission is the most important task of the entire staff.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Duncan,
Thank you for taking the time to reach out with this feature suggestion. A few follow-up questions for you:
Can you describe the actions you would take after receiving this type of notification?
Would this type of notification prompt you to update these records in other places?
Created By Duncan Conveyance
RequesterIs it possible to include a notification option for when an agent adds or changes lawyer information in the contacts section?
0 Votes
5 Comments
SkySlope Support posted 6 months ago Admin
Created By Christine Friesen
RequesterThis feature was recently implemented & we LOVED it, however it is no longer working & no longer seems to be available on our notification settings lists. Boo. Need this back immediately if not sooner. We need to know when the agent has added their lawyer information so that we know the file is ready to be sent to the lawyers with conveyancing instructions. Such a time waster to have to look for this info through all the files. Very disappointing that this has been discontinued.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHello all!
Kylee from the Product team here at SkySlope.
Great news: Auditors can now enable email notifications for when lawyers are added to files! If an Auditor has enabled this notification, they will receive an email any time a lawyer is added or updated to a file by an Agent or Limited TC.
Happy SkySloping!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Christine!
Kylee from the Product team here at SkySlope. Thank you for providing your insight regarding these questions! I've documented your responses for our team to review.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Christine Friesen
RequesterThis is an absolute must! I've made the request myself in the past as well.
In answer to the SkySlope questions above:
1. conveyance instruction report cannot be sent until we know who the lawyers are. If the agent does not add the lawyer info at the beginning of the deal, we have to keep checking back. Alternately, we have just asked our agents to send us an email when they've added lawyers or just tell us who the lawyers are and we have to do that for them. It's an extra step for everyone that seems really silly in a program that could so easily have a notification for this.
2. The notification would prompt us to do the conveyancing.
3. The conveyancing is sent to the other brokerage on the transaction & both sides lawyers. Next to paying out the commission, sending instructions to the lawyers on HOW to pay out the commission is the most important task of the entire staff.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Duncan,
Thank you for taking the time to reach out with this feature suggestion. A few follow-up questions for you:
Looking forward to hearing back, thank you!
- Megan Lutes, Product Manager
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