Purchase agreement and importing data - why not import the documents uploaded to the MLS? and more

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Rene Kessel

Requester

Currently, when I write an offer the documents that are uploaded to the MLS have to be downloaded to my computer, then uploaded to Skyslope forms. Why don't we have direct access to add those forms? Those forms are important, that is why they were uploaded to the MLS. 

Also, when we have to upload a form such as a purchase agreement send from the buyer broker, the system doesn't recognize the form. It would be very helpful if we were able to assign it a form number and the system would auto populate the signatures. 

Along those lines, when in the signature set up, when we save and exit it would be great if we could add/remove documents and the ability to go back into the same envelop without having to create a whole new envelope and redo all the signatures before we send it off for signatures. 

In addition, it would be helpful to have an address book that allows us to assign people to different rolls such as my Qualifying Broker. It would be a major time saver to add my broker, buyers, other brokers, and transactional coordinators to the transaction from the address book and have her info automatically populate. 

Related to the address book, please give us an address book that we can quickly add a client to the transaction. I have many clients who buy and sell frequently. One clients buys/sells every 2-6 months.  

Lastly, more than once I have sent a doc to be signed only to find out there is an error. Currently we are able to duplicate it, but the signatures on the unofficial docs (ones the system doesn't recognize) are missing. Also, I don't have the ability to delete and replace the one document with the error. Instead, I have to redo the whole package/envelope and all the signatures. 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Shannon!

Charleigh from the Product team here at SkySlope. Thank you for providing this feedback. I'll get this recorded for our product management team to review. 

Thanks again and have a great day!

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S

SkySlope Support posted about 1 month ago Admin

Created By Shannon Spain

Requester

Hello! When I used to use TransactionDesk it uploaded docs from the MLS into the file automatically. So if the listing agent has provided an HOA addendum, I do not have to download it to my computer and upload it to Skyslope to include it in my signing packet. I simply provide the MLS number when I start my Forms file, and any docs on the MLS associated with that listing will appear in my file. 

TransactionDesk also autofilled a lot more data into our contract: information that it pulled from our MLS. Agent license numbers, brokerage license numbers, brokerage addressed, even the seller's name. Skyslope doesn't pull any of this data off the MLS to autofill our purchase contract. 

I'm a member of ARMLS, FYI. 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Rene!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I'll get this recorded for our team to review. I did have a few questions for you as well!

  • What MLS do you wish to upload forms to?
  • Have you tried using templates in DigiSign? If so, can you please share more about what you thought of the experience? I believe it may accomplish what you're looking for in your second item.
  • If we had any questions about address books or contacts in Forms may we reach out?

Thanks again and have a great day!

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