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Posted 30 days ago by SkySlope Support

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SkySlope Support Admin

Created By Tara Stirk

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I would like to propose the implementation of a feature in SkySlope that could greatly enhance efficiency and convenience for agents. The concept involves incorporating a checkbox option within the platform, allowing users to indicate their desire to save specific information for future use.

For instance, let's consider the scenario of inputting information for an attorney. Upon completing the data entry, a checkbox labeled "Save Information" would be available at the bottom of the attorney information section. When this checkbox is selected, the system would automatically store the entered data.

Subsequently, when a user submits a new file to SkySlope, an attorney information box would display at the top with a dropdown menu. This dropdown menu would present a list of all previously saved attorney information that the user has checked to save. The same functionality can be extended to lender information as well.

The implementation of this feature would undoubtedly result in significant time savings for users of the platform.

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

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Hi Tara!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! A feature similar to what you've described exists within Transaction Management. Check out our section on adding in previously used contacts in this article. If you have any questions on the feature, our Support team is here to help! 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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