I 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.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi 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.
I 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.
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S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi 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.
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.
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3 Comments
SkySlope Support posted 3 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
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SkySlope Support posted 3 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 3 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!
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