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Created By Steve Weiss
RequesterIt would be very helpful to have required dates such as: 1) Offer Acceptance Date 2) Inspection Contingency Removal 3) Loan approval 4) Appraisal Contingency Removal. Please add these to the intake of a new transaction and again make it a required field. Most agents will not create a task therefore, by having it in their face to enter as time of new transaction being created, can only benefit the agents AND the broker/ admin reviewing the file.
THANK YOU!!!!!
Steve Weiss, SkySlope's BIGGEST FAN!!!
0 Votes
4 Comments
SkySlope Support posted about 1 month ago Admin
Created By Dawn Heller
RequesterI agree with this! If these dates are part of the Transaction Tab, they could then be used as reference dates for tasks just like the COE and Acceptance dates are now. It would be incredibly helpful for follow ups.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Jessey Clarke
RequesterThanks for getting back to me Steve. We have taken down note of this request to consider. In the meantime, I would recommend your admins creating a task template with these items to send to the agents to complete. That way you don't have to rely on your agents adding the list, but an admin can add it to their file when reviewing OR you can create custom checklist items asking for the date to be written in the comment box to the right of the checklist. I hope these solutions work for you in the meantime.
Thanks for all your time,
Jessey, SkySlope PM
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Steve Weiss
RequesterThank you Jessey,
It would be helpful to add those dates when creating a new transaction. So yes, in the transaction tab.
Offer Accepted *
Inspection Contingency Removal *
Appraisal Contingency Removal*
Appraisal Contingency Removal*
Sale of Buyers Home Contingency*
* would be required and in red. I hope this is a little more clear. Call me anytime to discuss this further if you want .
THAK YOU,
Steve
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHey Steve,
Thank you for taking the time to provide feedback. Are you asking for these to be required fields in the Transaction Tab or are you asking for each of these to be an automatic task for the agent? I look forward to hearing from you to better understand your request.
Thanks,
Jessey, SkySlope PM
0 Votes
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