Timeline Feature

Posted about 1 month ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By CB Premier File Review

Requester

It would be really nice to be able to easily create a timeline for basic dates rather than using the task feature. The Task portion of the system leaves a lot to be desired when it comes to generating a timeline to keep an eye on throughout the escrow. This has been the top feedback item I have received from the agents within my company.

0 Votes


7 Comments

Sorted by
S

SkySlope Support posted about 1 month ago Admin

Created By Lauri Gibson

Requester

I see that people have been asking for a transaction timeline feature for over 6 years now. It seems like you would have figured it out by now. I used to use Glide, and still would if my broker hadn't gone to SkySlope, and their system has a great timeline feature. It pulls the dates from the purchase agreement, it automatically adjust for the weekend and holidays, you can share it via email, and it automatically syncs to your google calendar. If Glide can do it you guys can too! This would help agents and TC's track the important contract dates. I am both an agent and a TC.  

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Angie Mombert

Requester

This is a must-needed feature that would eliminate time-wasting double entry.  It needs to be something that can be emailed to clients.  It also needs the capability to calculate business days vs calendar days. 

 

Thank you so much for your consideration!

 

Angie

 

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Angie,

Kasey, from the Product Team here at SkySlope. I'd like to learn more about your expectations for a Timeline feature, as well as other ways we might be able to help agents alleviate some of the burdens felt during the offer process. I'll have a team member reach out to you directly via email.

Thank you so much!

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Katie McDonald

Requester

Yes!  If we could just fill in the numbers from the sales agreement, that would be a time saver! (and if the system could automatically input this info from FORMS users, that would be even better)

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Christine Friesen

Requester

Absolutely agree with both of these suggestions.

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Carla Garcia

Requester

I agree this would be SUCH a great addition to the platform. A place to put acceptance date,  inspection period days, loan contingency days, escrow period etc.. and then it would automatically setup a reminder. 

0 Votes

S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello!

Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with this feedback! I understand your request and have documented this feedback for our team to review. We'll also monitor this post for any upvotes and comments.

Have a great day!

0 Votes

Login or Sign up to post a comment