Agent Commission Tracking & CDA Customization

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Taylor Vernon

Requester

1. My brokerage has a cap system, it would be super awesome to be able to track that within Skyslope. (ie. for a calendar year the ability to show what transaction # they are on). It would also be nice to track further details like address, phone numbers, and Policy agreements they have signed, etc.

2. I would love the ability to change how the CDA generates. Having details that agents are not able to edit. Such as {Company} check shall be delivered to {address}. Since our checks are issued directly from Title. Or further instructions on how checks are handled (ie. send via Fedex or USPS).

3. Upon CDA generation it would be great if it would automatically assign into a checklist line item and request signature from Broker (or whomever assigned to sign).

Thanks for everything!

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2 Comments

SkySlope Support posted about 1 month ago Admin

Created By Kimberly Benefield

Requester

What Taylor is asking for is exactly what I need as a broker! I was just talking with support and it would be so awesome to be able to do everything in one place vs having to go to my excel spreadsheet to calculate commission and company dollars towards the agent caps. I get busy and it's easy to miss the spreadsheet when I first go to Skyslope, then direct deposit in QB's, then tracking in excel.... Please do this.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Taylor!

Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback! I understand your requests and have documented these - we'll also monitor this post for upvotes and comments.

Have a great day!

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