We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Created By John Yacoub
RequesterI was really excited to hear that Skyslope has licensed CAR Forms. I do not like using Zipform Plus Broker Edition and moving my entire operation to Skyslope was my goal. However, Skyslope does not yet allow me, as the Designated Broker legally required to oversee the agents, to monitor their files in the Skyslope Forms App or to give them required templates for different types of transactions (as of now it is my understanding the agents create and maintain their own templates). I can currently monitor forms files and require correct templates on Zipform.
Moving my whole operation to Skyslope at this time will now create more work for my agents in having to recreate their own templates and also remove useful oversight that I need. I look forward to working with Skyslope exclusively, but for the time being it does not look like it would be feasible.
0 Votes
3 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Tom and John!
Thank you for reaching out! I wanted to follow up on these posts to let you know that we're now offering Broker Edition for SkySlope Forms and we'd love and share what we've been working on with you both! I will have your Customer Success Manager reach out to you directly to chat further on what we can offer you.
Kindest regards,
Kasey, Product Operations Manager
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Tom Jina
RequesterI agree with this 100%. As the broker, I have no access to my agents Forms account and I am unable to add templates or work on the agent file if I need to. This should be a priority to be added in an update. There should be a button for Office or Personal just like in the "working documents" section. That would be extremely beneficial to brokers.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi John,
Kylee from the Product team here at SkySlope. Thank you for bringing this to our attention. I will follow up with you directly via email shortly, as we'd like to gain some more insight.
Thank you!
0 Votes
Login or Sign up to post a comment