Upload Cancelation Document when cancelling Transaction/Listing

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Bridge Realty

Requester

I am assuming, like most other states, listing and purchase agreement cancellations require documentation signed by the applicable parties. If an agent is going to cancel a transaction/listing, can they be prompted to upload a form with it to make sure that it is actually cancelled. That way when Admin review the pending cancellations they can view the form the agent upload to verify it has all the necessary signatures to be cancelled. 

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SkySlope Support posted about 1 month ago Admin

Created By Bridge Realty

Requester

Yes something along those lines! It could be a checklist item, but I think it would be better for if the agent wants to cancel it, it reminds/prompts them to make sure either a Cancellation Form is uploaded. Some agents will hit that cancellation button, but then my Admin constantly deal with there being no cancellation uploaded. 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hello!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Currently, when a file is cancelled, the broker/admin must approve the cancellation and it shows as "Cancelled/Pend." To confirm I'm understanding your feedback correctly, you'd like the agent to be unable to mark the file cancelled until a certain checklist item is uploaded(ie cancellation forms)?

Thanks again and looking forward to your reply!

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