Agent Onboarding

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Patty Harmon

Requester

Here are some things our company would love to see implemented in Agent Onboarding section:

*Second Signer ability for documents when agent is signing documents so Branch Leaders don't have to send them through digi-sign

*Notification when agent has been added

*A Checklist that we can split the documents to

*Able to split the documents

*Email address associated with the agent to easily upload documents to file

*Log section to make notes

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