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Created By Molly Mullane
RequesterWhen creating a new File if you add a co agent in the initial set up form the co agent and their info does not pull forward into the forms. So currently there is no point to adding the co-agent in the set-up form.
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SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Molly!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! When you are creating a new file, are you doing so in Forms or the main SkySlope application? You can add these details within Forms by selecting a field where the co-agent's information is needed, or by navigating to "File Details," scrolling to the bottom of the page and selecting "Add Contact," and selecting the appropriate party.
If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Thanks again and have a great day!
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