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Created By Jeanie Lovell
RequesterI would like to be able to link the forms to transactions rather than just transactions to forms. We often create forms first and would like to link back to transactions so we are not entering the information twice. We often do not create transaction files first when writing up offers. It would be much more useful to be able to go from forms to transactions to set up a transaction that goes under contract.
Also, for us the Co-op agent fields are not being completed. They are missing the agent's email, license #, company license #, office address. They also do not bring over seller name, property legal address and tax ID. All of these things used to transfer with MLS connect with our other system Zip Forms.
We would love for these things to be added in.
Thank you!
0 Votes
2 Comments
SkySlope Support posted about 1 month ago Admin
Created By Carrie Hagglund
RequesterAny update on this? It would be extremely helpful.
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SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Jeanie!
Kylee from the Product team here at SkySlope. Thank you for providing us with your feedback! To clarify, it is currently possible to create a transaction file from an established Forms file. I have included a step-by-step tutorial on this here: https://support.skyslope.com/hc/en-us/articles/360046688031-Create-SkySlope-Files-with-Forms-Data
It's not currently possible to link after the transaction file is already set up, but this is on our radar for development.
Regarding the MLS issue, could you provide us with the MLS numbers? We'd be happy to look into this!
Looking forward to hearing from you soon.
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