Looking to strengthen the workflow between agents and office transaction coordinators (TCs), transaction management platform SkySlope’s newest release offers a seamless integration that permits transaction coordinators to create, complete and manage Forms files for agents in SkySlope.
Historically, only agents with association credentials could access SkySlope Form libraries. This prevented TCs and office staff from doing important work on an agent’s behalf. With this new update, transaction coordinators, office administrators and office staff will have access to the agent’s association and broker libraries and will be able to access and complete forms for agents. With TC access, association-issued credentials will not be required.
In addition to allowing transaction coordinators to fill forms for agents, TCs will also be able to send envelopes to clients for the purpose of signature. This will give agents more flexibility when delegating tasks, while still allowing them visibility into their transactions. Since both the agent and the TC are cc’d on all envelope communications, the client will be able to automatically reply to both with any follow-up questions.
To increase clerical efficiency, transaction coordinators will also be able to transform a Forms file into a standard SkySlope transaction file. Signed Forms will automatically embed into the transaction file, eliminating the need for any duplicate data entry.
“At SkySlope, our mission is to continually adapt with the changing needs of brokerages, their agents and their staff,” said Buck Avey, vice president of product at SkySlope. “We are driven to provide the tools that make collaboration in brokerage offices easier and more efficient. That’s why we designed this new feature — to bridge those communication gaps. We’re thrilled to be able to offer this release to our ever-growing community of SkySlope members.”
The new feature will be offered as a part of SkySlope Forms Broker Edition. Those with access will be able to manage the files of any agent who already uses SkySlope Forms or has begun the onboarding process.
