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Title/Escrow/Lender Assistants

Posted 5 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Jen Cruikshank

Requester

More often I am seeing "team" email addresses for Title/Escrow/Lenders.  It would be nice to have another contact field for these roles under the primary.  For example, I input who the closer will be however she wants her team/or assistant looped in on the transaction.  I have to look up the assistant's email each time I go to send a message or docs.  

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S

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Jen!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Couple of questions for you - Would you prefer a separate contact field, a sub-contact (additional field under main contact) or something else? How frequently would you envision utilizing that extra field?

In the meantime, as a workaround, I recommend adding that contact information to the "notes" section of the contact tab.

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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