Agent Onboarding

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Patty Harmon

Requester

Back in May of 2017 when we were Beta testing the Agent Onboarding I sent the e-mail below to Ryan with suggestions.  Do you know if any of these are in the works.  These items would be very helpful

 

As Beta testers here are the items we would love to see implemented in the future:

*Second Signer ability for documents when agent is signing documents so Branch Leaders  don't have to send them through digi-sign

*Notification when agent has been added

*A Checklist that we can split the documents to

*Able to split the documents

*Email address associated with the agent to easily upload documents to file

*Log section to make notes

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