TC Notification on each Transaction

Posted about 1 month ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Maria Nagano

Requester

Hi-

I would love to see a section at the top of the document review showing TC Name and a TC button so we as Brokers and Admins when doing review know who the TC is and that there is a TC on a particular file.

Thank you

0 Votes

1 Comments

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Maria!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I think this is a great idea! I have a few solutions for you as a work-around in the mean-time that I'll put down below.

The first work-around is under the Commission tab. There is a space here to dictate the TC Fee and the name of the TC.

The second work-around involves the Contacts tab. A great place to put TC information is under the "Misc. Contact" tab. The notes that are available down below can also be used to notate that this is TC contact information.

I understand that it would be ideal for the name to populate with the file details header at the top of each page. I've documented your feedback and we will monitor this post for comments and upvotes.

Thanks again and have a great day!

0 Votes