Agent Final Submission Closing

Posted about 1 month ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By Erica Botbol

Requester

1. Create a button that says 'final submission' for agents

2. Create status that says 'pending close' 

Problem:

Currently an admin wouldnt know if an agent is done submitting each item on their checklist without going through one by one of the expired transactions. By adding a button or checkbox that is the final submission for agents, and creating a new status, the admin will know this is now available for 'final' review and to close 

 

1. Create automatic email alert to Agent when transaction is closed by Admin

Problem:

Currently, Admin needs to create a 'closed' email template, update agent, then close. The email should automatically send based on the Admin moving the transaction to close. Make this email template but allow it to be customizable.

For example, there are times you may need the agent to do an additional step to satisfy internal needs (i.e., update CRM)

Email Subject: Property Address -Transaction Closed

Body:

Congratulations! This transaction has been marked closed by your Admin. 

 

0 Votes


1 Comments

S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Erica!

Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this feedback! Question for you, where would you expect to be able to edit a closing email template?

Looking forward to your reply! 

0 Votes

Login or Sign up to post a comment