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Created By Lori Woodward
RequesterWe need the ability for 2 or more agents to share an account so they can each fill out forms, and send them for signature within the same main account AND each be able to see what the other team member has done. This requires working docs to be shared, not exclusive to one account. I know that 2 agents can work out of one account but the account records everything in the log as the team (account) name so no one knows who did what. I have agents that are used to dot loop and they are really struggling with the lack of functionality.
thank you
0 Votes
5 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Gabby!
Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this additional context. Question for you - how often are Team Leaders assigned as Auditors? Also, where would you expect to access this setting if it were available? Looking forward to your reply!
Thanks again and have a great day!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Gabby Lang
RequesterMore team functionality is needed. Setting up teams as offices is a little clunky. There's no good way to have a Team Leader be an Auditor of their "Team Office" and just a member of their "Main Office." It is not helpful to have to create multiple accounts for these teams to function normally.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHello Lori!
Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback! I've documented your request, and we will monitor this post for up-votes and comments.
Happy SkySloping!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Lori Woodward
RequesterIf you add a co-agent on the transaction tab they should come up as an option to select for signatures.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Edward Jones
RequesterAbility to select team agent name from the signature list, not just the main agent.
0 Votes
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