Critical Agent Tracking Data Required by Brokers

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Forrest Barbee

Requester

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 Support posted about 1 month 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?

-Buck, VP of Product

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