Our team admin account currently have access to all team members checklist but no access to their individual forms. My team manager does transaction coordination services for all team members. When an agent asked her to do an addendum or to add a form for that transaction he has to create everything again.
When adding a form to an existing file names, property address and more auto populate and is more effective to do. Versus having to type everything again. This is very much needed. Our team The Redstone Group is growing from 6 to now 22 agents and we are expecting to have around 30 agents by the end of the year. Please feel free to reach out to me Ed Torres at 703-565-4283 or via email at [email protected]. your help will be very much appreciated. thanks
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SkySlope Supportposted
3 months ago
Admin
Created By Elinor Howell
Requester
Would love to see this! I have 25 agents I do paperwork for and being able to reach their forms like we can now for Breeze would make us use Forms so much more. We're still using Zipforms and DocuSign.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Andrew,
Bailey from the Product Team here at Skyslope. Our team is still actively working on building out TC access which will allow your transaction coordinator to assist with the transactions. We will keep you updated on the release!
Thank you,
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SkySlope Supportposted
3 months ago
Admin
Created By Andrew Knies
Requester
I’m in the exact same boat.
I have a transaction coordinator who not only needs access to our agents forms folders to edit documents it’s also nice for her to have the clients contact info early in the transaction.
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S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Eduardo!
Charleigh from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback. Our team is currently building out admin/TC access tools which I believe will solve that issue. We'll be sure to provide you with any updates!
Created By Eduardo Torres
RequesterOur team admin account currently have access to all team members checklist but no access to their individual forms. My team manager does transaction coordination services for all team members. When an agent asked her to do an addendum or to add a form for that transaction he has to create everything again.
When adding a form to an existing file names, property address and more auto populate and is more effective to do. Versus having to type everything again. This is very much needed. Our team The Redstone Group is growing from 6 to now 22 agents and we are expecting to have around 30 agents by the end of the year. Please feel free to reach out to me Ed Torres at 703-565-4283 or via email at [email protected]. your help will be very much appreciated. thanks
0 Votes
4 Comments
SkySlope Support posted 3 months ago Admin
Created By Elinor Howell
RequesterWould love to see this! I have 25 agents I do paperwork for and being able to reach their forms like we can now for Breeze would make us use Forms so much more. We're still using Zipforms and DocuSign.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Andrew,
Bailey from the Product Team here at Skyslope. Our team is still actively working on building out TC access which will allow your transaction coordinator to assist with the transactions. We will keep you updated on the release!
Thank you,
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Andrew Knies
RequesterI’m in the exact same boat.
I have a transaction coordinator who not only needs access to our agents forms folders to edit documents it’s also nice for her to have the clients contact info early in the transaction.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Eduardo!
Charleigh from the Product team here at SkySlope. Thank you for reaching out and providing us with this feedback. Our team is currently building out admin/TC access tools which I believe will solve that issue. We'll be sure to provide you with any updates!
Thanks again and happy SkySloping!
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