We all have a way to track state real estate licenses/expiration dates in other systems. However, nearly every broker has a critical need to track Agent insurance information, policy limits, and expiration date. Additionally most of us need to track state business licenses/expiration dates separate from the RE licenses. This feature would be useful if included in the agent profile so that it could updated by each licensee - along with the ability to upload the insurance and/or business license document. On the broker side of the system we need reports to track these along with reports that let us know of upcoming expiration dates.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hello Forrest,
Thank you for taking the time to provide this feedback! Can you share how you track it today and if you'd expect the broker to input the information or if you'd expect to have each agent manage individually?
Created By Forrest Barbee
RequesterWe all have a way to track state real estate licenses/expiration dates in other systems. However, nearly every broker has a critical need to track Agent insurance information, policy limits, and expiration date. Additionally most of us need to track state business licenses/expiration dates separate from the RE licenses. This feature would be useful if included in the agent profile so that it could updated by each licensee - along with the ability to upload the insurance and/or business license document. On the broker side of the system we need reports to track these along with reports that let us know of upcoming expiration dates.
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1 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHello Forrest,
Thank you for taking the time to provide this feedback! Can you share how you track it today and if you'd expect the broker to input the information or if you'd expect to have each agent manage individually?
-Buck, VP of Product
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