Separate Document Status for Agents & Internal Staff

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Troy Charoensak

Requester

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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5 Comments

SkySlope Support posted about 1 month 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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SkySlope Support posted about 1 month 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.

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SkySlope Support posted about 1 month 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

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SkySlope Support posted about 1 month 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.

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SkySlope Support posted about 1 month 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!

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