TC Name in Data Field at Top of Page

Posted about 1 month ago by SkySlope Support

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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.

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SkySlope Support posted about 1 month 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

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SkySlope Support posted about 1 month 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.

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