RPA date

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Cindy Willhite

Requester

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 Support posted about 1 month 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 Support posted about 1 month 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!

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