Add Broker Profile and info into FORMS

Posted 30 days ago by SkySlope Support

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S
SkySlope Support Admin

Created By Courtney Kleinhans-Chin

Requester

When using Forms in Skyslope, there isn't a role for Broker info to add. I am trying to fill out an Exclusive Buyer Broker Agreement and it is add my Buyer Agent info instead of Broker info into the form. Yes, you can edit it, but then it mess with the Buyer Agent initials and signatures. 

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Courtney,

Bailey from the Product Operations team here! Great news - We've added the Broker contact role to SkySlope Forms! This new feature is a time-saver for forms requiring your broker's information or signature. You can now add your broker as a contact in your Forms files and prepare forms requiring their signature even faster. 
Auto-filling Broker information and signatures is currently available upon request as our Forms team is currently working on customizing all forms libraries to autofill broker contact information onto selected forms correctly. Please get in touch with our Support team for questions about availability in specific forms libraries or to request this on specific forms in your library! 

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SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Courtney!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request for a Managing Broker contact role and we'll also monitor this post for upvotes and comments.

In the meantime, please reach out to our support team with the name of the form and library. Our Forms team will be able to address the fields currently requiring incorrect information. 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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