Nag Mode for Reminding Agents to Turn In Required Checklist Documents

Posted about 2 months ago by SkySlope Support

Post a topic

SkySlope Support Admin

Created By Les Sease

Requester

We need for our agents to be reminded via email at some interval greater than once, that they still need to upload required documents to a property file Checklist.

We have already turned on the most obvious reminders company wide but there is no frequency greater than once.

We would like to affectionately call this "Agent Nag Mode".

0 Votes

3 Comments

SkySlope Support posted about 2 months ago Admin

Created By Ryan Means

Requester

I love this feature, but I think it should add to the log as well. Any/every time the auto-notifications/reminders are sent to the agent (or anyone really) it should be noted in the Log. Some form of email tracking that shows if they opened the email could be very useful too.

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Les Sease

Requester

Oh Happy Day!!! Thank you for the follow up.

0 Votes

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Les,

Yousef is here, head of DTM product.

This is a great idea, and fortunately, we already have a solution for you.
Since this feature will affect all the agents at your brokerage, it is only available to a broker role/account.
Please see below an article explaining how to use this feature, followed by a screenshot of a broker account notification section.

The article explaining how to use this feature: https://support.skyslope.com/hc/en-us/articles/360003414532-Admin-Managing-Checklists-Using-Flags-and-Inbox-Update

Thanks,

Yousef

Head of DTM Product

0 Votes