New "Buyer Rep" option needs to work like a Listing when converting to a Pending file

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Elinor Howell

Requester

Hi team, something we've noticed in using the new Buyer Representation workflow (thank you for that) is that when we convert it to a Pending file with an accepted contract, is that the Pre-Contract checklist disappears and the paperwork that had been Approved is now unassigned and needs to be re-assigned and re-approved.

My hope is that it can work like a Listing that is converted to a Pending file, in that the Pre-Contract checklist stays intact, just like Listing paperwork does.

It would also be helpful to have the Pending file be able to be reverted to a Pre-Contract file if the file is cancelled, just like a Listing can be reactivated.

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SkySlope Support posted about 2 months ago Admin

Created By Jeremy Kritt

Requester

It should have a similar workflow to listings.

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SkySlope Support posted about 2 months ago Admin

Created By Jeremy Kritt

Requester

Yes! Completely address. There is another thread dealing with this issue. I honestly think they don't care. I don't see any acknowledgement.

See https://support.skyslope.com/hc/en-us/community/posts/32787791187739-Treating-Buyer-Files-Like-Listings-in-Skyslope

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SkySlope Support posted about 2 months ago Admin

Created By Dana Santerre

Requester

Yes, please make this a priority. It is very hard to keep track of the Pre-Contract files with the way they are currently set up. There is no way to track when a buyer agency agreement expires, you can't revert it back to a pre-contract file, it shows all these items due/missing because it has to use the same checklist as a transaction file even though the buyer doesn't have something under contract.

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