Can we get a report that shows closing transactions BASED on uploaded Closing docs

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Damian Forrester

Requester

Hello, We have had several stand-ups meetings regarding "closings" and we have identified a major "pain point" - Ray has stated that if we show the closing numbers based on settle/archived in Skyslope as of May 31st we only show 36 BUT based on the closing documents uploaded we should have closer to 180. Ray knows this because he has actually documented while reviewing.

Can we request a report that captures this data (closing docs uploaded) to give us - Broker team the best visual of what will be closing that month. This way we would not have to wait for the file to be settled/archived in Skyslope.

  • We understand what Skyslope calls closing and we get that. This does not effect payment but for all purposes to the broker team that file is essentially closed.. even if we are waiting for the check to eXp -

I have attempted to pull data from both sides - Skyslope vs Enterprise and there is no known way to pull this information.

JUST THINKING
I do know its hard to ask Skyslope to make changes so I imagine if this report is posible it would have to be captured from Skyslope to Enterprise and then pulled on Enterprise.

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