Admin Broker Notes

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Maria Nagano

Requester

Hello,

It would be great to have a feature for Admin and Broker to write notes on each transaction where the agents can not see them.  As I review the transactions there are notes I would like to make note of.  That way next time I go in and review I can refresh my memory as to any concerns/comments I had.

 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Maria,

Charleigh here from the Product team. Thank you for clarifying - we think this is a great idea! I've documented your request and we'll also monitor this post for upvotes and comments.

Have a great day and happy SkySloping!

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SkySlope Support posted about 1 month ago Admin

Created By Maria Nagano

Requester

I would envision it being next to the comments that the agents see.  But these notes would be only visible to Broker/Admin :)

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Maria!

Kylee from the Product team here at SkySlope. Thank you for reaching out and providing us with this feature idea! Would you envision these comments appearing on the Checklist tab alongside comments for the agent/other parties, or in a different location within the file? Looking forward to hearing your thoughts on this!

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