Please consider these enhancements for the agent onboard area:
1. Ability to create specific onboard forms for each office location
2. Ability to Send/Create different onboard packages within each office location (E.g., Package for NEW licensees or a separate package for Transfers from other brokerages )
3. Ability to assign agent onboard capabilities to staff /lead administrator.
4. Ability to upload customized/formatted PDF's in forms area (Rather than copy paste basic text) and enable ability to apply text boxes/populated content on forms for the agent to complete and sign.
5. Ability to populate text based on previously filled boxes (E.g., enters home address once and is populated in all "home address" fields on following forms).
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SkySlope Supportposted
6 months ago
Admin
Created By Christine Hernandez
Requester
Any Updates on this? I second Arlene's comment.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Arlene!
Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback on our agent onboarding feature! I've documented your request for our team to review, and we will monitor this post for up-votes and comments.
Created By Arlene Chiang
RequesterPlease consider these enhancements for the agent onboard area:
1. Ability to create specific onboard forms for each office location
2. Ability to Send/Create different onboard packages within each office location (E.g., Package for NEW licensees or a separate package for Transfers from other brokerages )
3. Ability to assign agent onboard capabilities to staff /lead administrator.
4. Ability to upload customized/formatted PDF's in forms area (Rather than copy paste basic text) and enable ability to apply text boxes/populated content on forms for the agent to complete and sign.
5. Ability to populate text based on previously filled boxes (E.g., enters home address once and is populated in all "home address" fields on following forms).
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Christine Hernandez
RequesterAny Updates on this? I second Arlene's comment.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Arlene!
Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback on our agent onboarding feature! I've documented your request for our team to review, and we will monitor this post for up-votes and comments.
Happy SkySloping!
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