Need to be able to add another agent/agent representing other side and there should also be a checkbox for teams....many agents are working in teams and there is more then one these days. I know there is a spot for misc contact but the agents should be listed all together.
0 Votes
2 Comments
Sorted by
S
SkySlope Supportposted
6 months ago
Admin
Created By Terry Silverman
Requester
When working on a Transaction File, Under Contacts, Agent Representing Other Side, there needs to be a place to add more then one agent (similar to what you have in the attorney section: +New Attorney).
The Team Checkbox could go in the upper right hand corner similar to where you have the checkbox for cash deal in the Lender Section. FYI - Lender Section should be required to complete before being able to move on!!!
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Terry!
Kallie from the Product Team here at SkySlope. Thank you for reaching out - Couple of questions for you:
Are you referring to adding an agent within SkySlope Digital Transaction Management?
Are you referring to adding agents within a file? If so, here is an article to add a co-agent! This article shows how to add additional contacts to a transaction!
Where would you envision a team's checkbox?
If you have any questions on adding contacts, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Created By Terry Silverman
RequesterNeed to be able to add another agent/agent representing other side and there should also be a checkbox for teams....many agents are working in teams and there is more then one these days. I know there is a spot for misc contact but the agents should be listed all together.
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Terry Silverman
RequesterWhen working on a Transaction File, Under Contacts, Agent Representing Other Side, there needs to be a place to add more then one agent (similar to what you have in the attorney section: +New Attorney).
The Team Checkbox could go in the upper right hand corner similar to where you have the checkbox for cash deal in the Lender Section. FYI - Lender Section should be required to complete before being able to move on!!!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Terry!
Kallie from the Product Team here at SkySlope. Thank you for reaching out - Couple of questions for you:
If you have any questions on adding contacts, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Thanks again and have a great day!
0 Votes
Login or Sign up to post a comment