Broker Contact Role

This new feature is a time-saver for forms requiring your broker's information or signature. We've added the Broker contact role to SkySlope Forms! You can now add your broker as a contact in your Forms files and prepare forms requiring their signature even faster.

Availability: Adding the Broker role into Forms files is now available for all SkySlope Forms users. Our Forms team is currently working on customizing all forms libraries to autofill broker contact information onto selected forms correctly. Please get in touch with our Support team for questions about availability in specific forms libraries.

Browse Libraries - Add Form to a File

An exciting expansion of our new Browse Libraries feature, you can now select and preview forms, and then easily move them into a Forms file! After you've located your forms, click Add, and then Add to File. From there, you can choose to add the forms to a new file or an existing file.