Administrators Need to be Able to Set Up Files for Agents & Pull Their Forms

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Lynnea Miller

Requester

It would be a huge timesaver if the main administrator and staff could pull files and forms on behalf of the agents in the brokerage. When setting up a new file, being able to obtain the forms and contract information directly would make this extremely beneficial for a brokerage who does much of the transaction work on behalf of the agent. It looks like it would as simple as "file owner" in a drop down available to admin people the main administrator has provided this access for in either listings or transactions. We have been using Skyslope since 2015 and have to have our agents send PDFs of completed docs to us. Being able to "assume" their identity or pull their docs from Skyforms would speed up our process tremendously.

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SkySlope Support posted about 1 month ago Admin

Created By Dana Santerre

Requester

Agree!

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