Adding new layer before summation of a transaction

Posted 6 months ago by SkySlope Support

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SkySlope Support Admin

Created By Kia Mahbod - Broker

Requester

would be great if we can have another layer of required spaces on the Checklist page, before allowing agents to submit the transaction. for example, once on the checklist page, the agent must submit all the required documents in order to be able to "complete" the transaction and click "submit".

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4 Comments

SkySlope Support posted 6 months ago Admin

Created By Kia Mahbod - Broker

Requester

thank you

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hi Kia,

Thank you for the additional context! We'll take note of this and keep you updated on changes.

Thanks again and have a great day!

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SkySlope Support posted 6 months ago Admin

Created By Kia Mahbod - Broker

Requester

Hi Kallie, I have replied to the email you sent but not sure if it did get to you. here is what I wrote back.

Hi Kallie

we do have the ability to customize our checklists but you are right on spot regarding the "submit" button being shown as unavailable until the required documents have been uploaded and this is what I meant by layer.

That show "complete" only when they are able to click submit button.

hope this was helpful

thanks

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SkySlope Support posted 6 months ago Admin

Created By Prod Squad

Agent

Hi Kia!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a few questions for you:

Would it be beneficial if there were customizable checklist options that you would like to make required based on the transaction type or for every file type?
Would you like the submit button shown as unavailable (to select) until the required documents have been uploaded and approved as completed?
When you mentioned another layer, is this pertaining to a new section on the checklist or the complete/ incomplete part of the checklist?

Thanks again and have a great day!

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