Implement a feature that gives the brokerage the ability to ask the agent questions when entering a transaction and based on the answers, checklist applies to the file automatically. We have had many issues with compliance due to improper checklist application. It defeats the purpose of having a checklist if the correct one isn’t used.
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SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Thank you so much for providing this information - this is super helpful! I've included this feedback for our team to review. Have a great day!
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SkySlope Supportposted
5 months ago
Admin
Created By Iron Valley Real Estate
Requester
I would give the brokerage a tool with the ability to create custom questions and assign checklist based on the question responses. Similar to the way call routing systems work. Quick example below. Based on the answers chosen, the correct checklists would be automatically applied, thus eliminating incorrect checklist selection errors by agents and not recognized by the brokerage’s auditor during the file review process.
First Question
Property Type (select one)
Residential
Commercial
Lot/Land
Mobile Home
Second Question
Is this your listing?
Yes
No
Third Question
Is this a For Sale By Owner transaction?
Yes
No
Fourth Question
Do you represent Both Buyer and Seller?
Yes
No
Fifth Question
Is this a Short Sale transaction?
Yes
No
Sixth Question
Agency Representation Type
Buyer Agent
Transaction Licensee
Unrepresented
Lastly, it should be built with multilayer questioning ability. So an answer to one question could trigger another set of questions which leads to the correct checklist application.
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi there!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I think this is an excellent idea. What kinds of questions for the agent would you envision as part of this workflow? Looking forward to hearing from you soon!
Created By Iron Valley Real Estate
Requester0 Votes
3 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentThank you so much for providing this information - this is super helpful! I've included this feedback for our team to review. Have a great day!
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Iron Valley Real Estate
RequesterI would give the brokerage a tool with the ability to create custom questions and assign checklist based on the question responses. Similar to the way call routing systems work. Quick example below. Based on the answers chosen, the correct checklists would be automatically applied, thus eliminating incorrect checklist selection errors by agents and not recognized by the brokerage’s auditor during the file review process.
First Question
Property Type (select one)
Second Question
Is this your listing?
Third Question
Is this a For Sale By Owner transaction?
Fourth Question
Do you represent Both Buyer and Seller?
Fifth Question
Is this a Short Sale transaction?
Sixth Question
Agency Representation Type
Buyer Agent
Transaction Licensee
Unrepresented
Lastly, it should be built with multilayer questioning ability. So an answer to one question could trigger another set of questions which leads to the correct checklist application.
0 Votes
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi there!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I think this is an excellent idea. What kinds of questions for the agent would you envision as part of this workflow? Looking forward to hearing from you soon!
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