There are checklist items that are "Required" only for internal staff (ex. Broker Demand Copy, Check Copies, etc...) or only for agents (ex. Advisories, Disclosures, etc...). It would be nice to have separate statuses so that each group can work off separate checklists.
Can SkySlope create a "Required-Staff" and "Required-Agent" options for checklist items? With only "Required-Agent" items appearing on an agent's checklist?
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Thank you for the added context Shane! I will add this to our existing feedback.
- Tyler, Product Operations
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S
SkySlope Supportposted
3 months ago
Admin
Created By Shane Steiding
Requester
We run into this a lot too. Especially with the closing documents. When we close a file and are awaiting closing documents from title, (deed, Signed ALTA, docs, commission checks) the reminder email should not include these for the agent. We are constantly being called by agents about how to get these documents.
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Thank you for this additional context, Kristina! Can you share more about the back office items your team is tracking that causes friction on the checklist?
Looking forward to your reply!
- Charleigh, Product Operations
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Kristina M Jones Dodd
Requester
To answer the above questions. I don't know about Troy, but I do know that I need them for EVERY transaction and listing. There are back office things that need to be tracked as well and adding them to the checklist for regular agents causes a fair bit of teeth gnashing as they get reminders for things that aren't their responsibility to do.
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Troy! Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! A couple questions for you:
Are you envisioning needing this for every transaction?
Are there any other roles you can think of where it may be useful for them to have their own checklist items?
I've documented your request and we'll also monitor this post for upvotes and comments. Thanks again and have a great day!
Created By Troy Charoensak
RequesterThere are checklist items that are "Required" only for internal staff (ex. Broker Demand Copy, Check Copies, etc...) or only for agents (ex. Advisories, Disclosures, etc...). It would be nice to have separate statuses so that each group can work off separate checklists.
Can SkySlope create a "Required-Staff" and "Required-Agent" options for checklist items? With only "Required-Agent" items appearing on an agent's checklist?
0 Votes
5 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentThank you for the added context Shane! I will add this to our existing feedback.
- Tyler, Product Operations
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Shane Steiding
RequesterWe run into this a lot too. Especially with the closing documents. When we close a file and are awaiting closing documents from title, (deed, Signed ALTA, docs, commission checks) the reminder email should not include these for the agent. We are constantly being called by agents about how to get these documents.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentThank you for this additional context, Kristina! Can you share more about the back office items your team is tracking that causes friction on the checklist?
Looking forward to your reply!
- Charleigh, Product Operations
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Kristina M Jones Dodd
RequesterTo answer the above questions. I don't know about Troy, but I do know that I need them for EVERY transaction and listing. There are back office things that need to be tracked as well and adding them to the checklist for regular agents causes a fair bit of teeth gnashing as they get reminders for things that aren't their responsibility to do.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Troy!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! A couple questions for you:
I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!
0 Votes
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