I've been a longtime dotloop user and recently made the change over to digisign/forms as that is what is provided by our broker. I have to say that there are a few things that are a bit antiquated when comparing to other systems that I feel should be addressed in order to ensure a more user friendly experience.
1. We should be able to upload documents that we use on a daily basis, create and save a template with usable text and signature boxes.
2. All parties to the transaction that may need documents ie: lenders, attorneys, tc's we should have the ability to send documents to these parties without having to download and send through email.
These are 2 funcitons thats that I feel are very important to busy agents and would be greatly appreciated... I know that my team of 30 are quite frustrated that these funcitons are not part of the platform.
0 Votes
1 Comments
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Tracy!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of suggestions for you:
Check out what we offer with broker libraries! This may solve the mapped text you mentioned. Get in touch with your Customer Success Manager or your Broker for more details.
Templates are on the way in DigiSign! This will allow you to create templates with fields available there.
Regarding your second point, as a workaround, you can add those parties to a DigiSign packet! Set their action to "Receives a Copy" and set them as the last in order. We are exploring options to make this a more efficient process!
If our product managers have any questions for you, may we reach out directly?
Created By Tracy Gagne Alan Velazquez
RequesterI've been a longtime dotloop user and recently made the change over to digisign/forms as that is what is provided by our broker. I have to say that there are a few things that are a bit antiquated when comparing to other systems that I feel should be addressed in order to ensure a more user friendly experience.
1. We should be able to upload documents that we use on a daily basis, create and save a template with usable text and signature boxes.
2. All parties to the transaction that may need documents ie: lenders, attorneys, tc's we should have the ability to send documents to these parties without having to download and send through email.
These are 2 funcitons thats that I feel are very important to busy agents and would be greatly appreciated... I know that my team of 30 are quite frustrated that these funcitons are not part of the platform.
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Tracy!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of suggestions for you:
If our product managers have any questions for you, may we reach out directly?
Thanks again and have a great day!
0 Votes
Login or Sign up to post a comment