TC Name in Data Field at Top of Page

Posted 10 months ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By Kyle Ries

Requester

Our Reviewing Broker Team would really like to see the TC Name at the top of the page in the file.

0 Votes


2 Comments

Sorted by
S

SkySlope Support posted 10 months ago Admin

Created By Prod Squad

Agent

Thanks for your feedback, Kylie and Ash!

We understand how valuable it would be to see which TC is working on a file. We are actively thinking about how teams work together in SkySlope.

To help us better understand your request, can you please answer a few  questions:

  • Where do TCs currently get captured on a file?
  • Why is it valuable for your brokerage  to see which TC is working on a file?
  • How do TCs currently get access to a file?
  • For your brokerage, who creates files in SkySlope? Agents or TCs?
  • How does your brokerage assign TCs to a given file? Does the agent assign the TC?
  • When does this assignment happen? Does the person creating the file already know which TC will work that file?
  • How important is it that this appear in the Transaction Summary?

Thanks again,

Carlo, Product Manager

0 Votes

S

SkySlope Support posted 10 months ago Admin

Created By Ash Barber

Requester

Speaking as part of a TC team, our team would also love to see this implemented to easily tell who has claimed the file.

0 Votes

Login or Sign up to post a comment