Generate CDA

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Shawna Cotter

Requester

I would love to see the information that's typed in on the Commission page to populate on the CDA; tc/admin fee, referalls, splits etc. Admins/Brokers should verify this information anyway. This shouldn't need to be typed in each time on the CDA. 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Shawna!

Thank you for this additional context - I'll update our notes! We'll continue to keep an eye on this post for additional comments and upvotes, as well.

Have a great day!

Charleigh, Product Operations

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S

SkySlope Support posted about 1 month ago Admin

Created By Shawna Cotter

Requester

I just noticed the information for Deposits on the Commissions page. This should be another item that auto populates on the CDA. The office/admin should definitely be verifying all the information however, it should auto populate. 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Shawna!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and we'll also monitor this post for upvotes and comments.

Thanks again and have a great day!

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