I need the ability to to customize my checklist as an agent, and require certain documents that my brokerage doesn't require. All agents give different levels of service, and just because it isn't legally required, I don't want to miss/ have my assistant miss something that I deem very important. Without that ability, I have to create a checklist elsewhere, it's tedious to have to address two checklists. Please make this a useful tool for agents, not just management.
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Laura!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I can definitely see the value in setting your own requirements in addition to what a brokerage may require. In the interim, I recommend requesting your broker/admin to add the items you'd like to see as "optional" checklist items. I have recorded your feedback and will keep this thread up to date with any changes!
Created By Laura Corey
RequesterI need the ability to to customize my checklist as an agent, and require certain documents that my brokerage doesn't require. All agents give different levels of service, and just because it isn't legally required, I don't want to miss/ have my assistant miss something that I deem very important. Without that ability, I have to create a checklist elsewhere, it's tedious to have to address two checklists. Please make this a useful tool for agents, not just management.
0 Votes
1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Laura!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I can definitely see the value in setting your own requirements in addition to what a brokerage may require. In the interim, I recommend requesting your broker/admin to add the items you'd like to see as "optional" checklist items. I have recorded your feedback and will keep this thread up to date with any changes!
Thanks again and have a great day!
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