Is it possible to add a tab in file details with the date of the RPA so that it pre-populates on Addendums, RRs and other forms that reference it?
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SkySlope Supportposted
3 months ago
Admin
Created By Cindy Willhite
Requester
Hi Kylee,
I would love it if it would populate the RPA date. That's the one I use the most and when I have several escrows I'm constantly having to go back to the file and open the RPA, scroll through all the pages to the actual RPA. I suppose though that having a way to enter the contract dates on RR and SCO and other listed forms would be just as helpful
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Cindy!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I think this is an excellent idea.
For the CAR library in particular, one challenge is that many of the addenda, RRs, etc allow the agent to select one of several different agreements at the top of the page. For example, on the FLD, you can select 1) RPA 2) Residential Leaes or Month-to-Month Agreement or 3) Other (fill in).
In this scenario, do you envision some conditional formatting that would populate the contract acceptance date if the RPA box is selected (and a date picker if "Other" is selected for example)? Or do you envision a different workflow? Looking forward to hearing your thoughts on this!
Created By Cindy Willhite
RequesterIs it possible to add a tab in file details with the date of the RPA so that it pre-populates on Addendums, RRs and other forms that reference it?
0 Votes
2 Comments
SkySlope Support posted 3 months ago Admin
Created By Cindy Willhite
RequesterHi Kylee,
I would love it if it would populate the RPA date. That's the one I use the most and when I have several escrows I'm constantly having to go back to the file and open the RPA, scroll through all the pages to the actual RPA. I suppose though that having a way to enter the contract dates on RR and SCO and other listed forms would be just as helpful
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Cindy!
Kylee from the Product team here at SkySlope. Thank you for reaching out! I think this is an excellent idea.
For the CAR library in particular, one challenge is that many of the addenda, RRs, etc allow the agent to select one of several different agreements at the top of the page. For example, on the FLD, you can select 1) RPA 2) Residential Leaes or Month-to-Month Agreement or 3) Other (fill in).
In this scenario, do you envision some conditional formatting that would populate the contract acceptance date if the RPA box is selected (and a date picker if "Other" is selected for example)? Or do you envision a different workflow? Looking forward to hearing your thoughts on this!
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