I would like to fill fields as the broker in the templates however it is restricted to the agent. I would also like to attach a particular broker to each template and auto fill the info when you get to digi sign. The system does not permit me. I have 460 agents and they should not have to add me to every transaction. I believe that there is a lot at the template level i can do to give my agents a better expieriance.
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5 Comments
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Ryan & Georgia,
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!
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Ryan and Georgia!
Ryan, to answer your question, there are certain details that an agent can change within their own profile within Digital Transaction Management and Forms. If you have something specific in mind, we can walk you through it! Here is a tutorial for Forms and here is one for Digital Transaction Management.
Georgia, we do reach out to users! I'll pass your information on to our DigiSign product manager regarding this feedback about templates. We also add users who post to the forum to our reach out rolodex!
Thank you both so much and have a wonderful day!
Charleigh, Product Operations
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Georgia Purpura
Requester
Do you have a user group that you consult on product development? If you do I would LOVE to be a part of that. Understanding your clients needs is important. We have been with SS for almost 10 years now and we just doubled down on our relationship and moved forward with the forms/broker side of things. How can we better grow together?
Georgia P
702-498-0096
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Ryan Moriarty
Requester
Prod Squad,
How would the agent have the ability to change their brokerage information? This is a top down problem, not a down up.
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Georgia!
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 suggestion:
We recommend that each agent adds their appropriate broker information in their user profile. Then each file that the agent creates, will automatically add the agent's contact and broker info.
I've noted this request with our team and as soon as we have another update on this function we will let you know.
Created By Georgia Purpura
RequesterI would like to fill fields as the broker in the templates however it is restricted to the agent. I would also like to attach a particular broker to each template and auto fill the info when you get to digi sign. The system does not permit me. I have 460 agents and they should not have to add me to every transaction. I believe that there is a lot at the template level i can do to give my agents a better expieriance.
0 Votes
5 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Ryan & Georgia,
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!
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Ryan and Georgia!
Ryan, to answer your question, there are certain details that an agent can change within their own profile within Digital Transaction Management and Forms. If you have something specific in mind, we can walk you through it! Here is a tutorial for Forms and here is one for Digital Transaction Management.
Georgia, we do reach out to users! I'll pass your information on to our DigiSign product manager regarding this feedback about templates. We also add users who post to the forum to our reach out rolodex!
Thank you both so much and have a wonderful day!
Charleigh, Product Operations
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Georgia Purpura
RequesterDo you have a user group that you consult on product development? If you do I would LOVE to be a part of that. Understanding your clients needs is important. We have been with SS for almost 10 years now and we just doubled down on our relationship and moved forward with the forms/broker side of things. How can we better grow together?
Georgia P
702-498-0096
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Ryan Moriarty
RequesterProd Squad,
How would the agent have the ability to change their brokerage information? This is a top down problem, not a down up.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Georgia!
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 suggestion:
We recommend that each agent adds their appropriate broker information in their user profile. Then each file that the agent creates, will automatically add the agent's contact and broker info.
I've noted this request with our team and as soon as we have another update on this function we will let you know.
Thanks again and have a great day!
0 Votes
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