It would be nice if we could add all the title companies under our company. Then when we add their company name Sky Slope would automatically populates the address and phone number, so it doesn't have to be entered with each file.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Sandra!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Currently, you can share contacts (including title) with your entire company via SkySlope - click your name in the upper right corner, then click My Account, then click the Directory tab. In the Directory, click the checkbox next to the title contact you wish to share, then click the Share Contact button in the upper right corner. After the contact is shared, your agents will be able to use the "Search Contacts" feature when entering the title company contact, and their contact info you entered into the Directory will populate automatically in the property file.
If you have any questions, please feel free to reach out to our Support team anytime.
Created By Sandra Shearn
RequesterIt would be nice if we could add all the title companies under our company. Then when we add their company name Sky Slope would automatically populates the address and phone number, so it doesn't have to be entered with each file.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Sandra!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Currently, you can share contacts (including title) with your entire company via SkySlope - click your name in the upper right corner, then click My Account, then click the Directory tab. In the Directory, click the checkbox next to the title contact you wish to share, then click the Share Contact button in the upper right corner. After the contact is shared, your agents will be able to use the "Search Contacts" feature when entering the title company contact, and their contact info you entered into the Directory will populate automatically in the property file.
If you have any questions, please feel free to reach out to our Support team anytime.
Have a great day!
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