Contacts/transactions

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Terry Silverman

Requester

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.

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SkySlope Support posted about 1 month 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!!!

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SkySlope Support posted about 1 month 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.

Thanks again and have a great day!

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