it would be neat if that w-9 spot by the referral could be assigned just like the checklist... out of documents. Because it seems that the w9 has to be uploaded separately and often gets overlooked.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Holly!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I've documented your request, and we will monitor this post for up-votes and comments.
Created By Holly Brink
Requesterit would be neat if that w-9 spot by the referral could be assigned just like the checklist... out of documents. Because it seems that the w9 has to be uploaded separately and often gets overlooked.
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SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Holly!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I've documented your request, and we will monitor this post for up-votes and comments.
Happy SkySloping!
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