On Agent Double Ends (different agent on each end). The Listing Agent - we create the transaction through "Listing Checklist" - easy....If the Listing Agent enters a Co-Agent (Buyers Agent) It allows that agent to add documents to same transaction. This would be ideal BUT there are documents "FINTRAC etc) that should not be shared between Listings / Selling Agent - it would be great if there was a "Private" button or something that the Co-Agent can't see the other agents paperwork.
Right now....we have two transactions and when reviewing paperwork it is in two files.
I hope this makes sense
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Sheryl!
Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback!
Just to clarify, would you want to see this Private option on the Checklist tab, Documents tab, or some other location within the property file? Would you like the agents to have the option to toggle this private feature on/off for each document they upload?
I've documented your request and we will monitor this post for up-votes and comments. :)
Happy SkySloping!
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S
SkySlope Supportposted
6 months ago
Admin
Created By Sam Coyle
Requester
This would definitely be very helpful. In this situation and when an agent is just getting a referral on the transaction. They don't need all the paperwork and neither agent should see the other's check stub since it shows their yearly income.
Created By Sheryl Pearson
RequesterHi there.
On Agent Double Ends (different agent on each end). The Listing Agent - we create the transaction through "Listing Checklist" - easy....If the Listing Agent enters a Co-Agent (Buyers Agent) It allows that agent to add documents to same transaction. This would be ideal BUT there are documents "FINTRAC etc) that should not be shared between Listings / Selling Agent - it would be great if there was a "Private" button or something that the Co-Agent can't see the other agents paperwork.
Right now....we have two transactions and when reviewing paperwork it is in two files.
I hope this makes sense
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Sheryl!
Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback!
Just to clarify, would you want to see this Private option on the Checklist tab, Documents tab, or some other location within the property file? Would you like the agents to have the option to toggle this private feature on/off for each document they upload?
I've documented your request and we will monitor this post for up-votes and comments. :)
Happy SkySloping!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Sam Coyle
RequesterThis would definitely be very helpful. In this situation and when an agent is just getting a referral on the transaction. They don't need all the paperwork and neither agent should see the other's check stub since it shows their yearly income.
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