I typically don’t drill down into our platforms at this level but have been responsible for architecting, our infrastructure, so I have a good handle on technology and particularly databases. I was, frankly, very disappointed when I discovered the way the platform operated, the added redundancy for our use.
In sum, there are a few features that could streamline the process significantly for staff and TC’s.
Do to the complexity of transactions in California, there are
Multiple property types
Multiple added document requirements
Various local and regional disclosures.
The way the platform is currently configured we have the following choices
The checklists are either global and simple – requiring manual entry of many additional document requirements
or
Specific and Complex – including many unnecessary and irrelevant documents
This issue would be greatly improved if there was the ability to add bundles of document requirements to a few basic property type checklists. These could include items like:
HOA Documents
Trust Documents
New Construction
Notice of Default properties
Contingency Sale
Probate
Floating Home
Manufactured Home
Task Management and Notifications
It would be important to have a task feature and/or Dashboard for staff so that certain items could be triggered for review by certain staff. For example our Managers may only review the Contract Documents, and a File Compliance Manager may review the rest.
Instead of the email notification by listing – it would be important to show a full list of items to review in one email or on the Dashboard.
When reviewing documents – rather than show the list of transactions – the actual documents would could just appear to review signatures.
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1 Comments
S
SkySlope Supportposted
3 months ago
Admin
Created By Cathy Risk
Requester
I am on board with Heidi's comments regarding Task Management and Notifications. We would prefer to design our review around documents rather than transactions.
We'd like to tier documents for review by certain staff and reserve other documents in the transaction for other staff.
In addition, we'd prefer that Documents to Review provide better information. Can the list be organized by date docs were filed for review rather than COE date? Specific checklist placeholders for review is better.
Created By Heidi Pay
RequesterHi Jessey,
I typically don’t drill down into our platforms at this level but have been responsible for architecting, our infrastructure, so I have a good handle on technology and particularly databases. I was, frankly, very disappointed when I discovered the way the platform operated, the added redundancy for our use.
In sum, there are a few features that could streamline the process significantly for staff and TC’s.
or
This issue would be greatly improved if there was the ability to add bundles of document requirements to a few basic property type checklists. These could include items like:
Task Management and Notifications
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Cathy Risk
RequesterI am on board with Heidi's comments regarding Task Management and Notifications. We would prefer to design our review around documents rather than transactions.
We'd like to tier documents for review by certain staff and reserve other documents in the transaction for other staff.
In addition, we'd prefer that Documents to Review provide better information. Can the list be organized by date docs were filed for review rather than COE date? Specific checklist placeholders for review is better.
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