SkySlope Forms is the only forms tool that is fully integrated with the SkySlope transaction management platform (SkySlope Suite). What does that mean for you? Managing your forms and transactions in SkySlope will allow for the smoothest transaction from start to finish. In this guide, we'll review how to get the most out of the SkySlope and SkySlope Forms integration. 

Overview

To get the most out of the integration between SkySlope Suite and SkySlope Forms, it's essential to enter your files in a certain order. At a high level, this is the order in which you will want to complete your tasks:

Create Your Forms File

First things first, whether you are representing a seller/landlord or a purchaser/tenant, you must start by creating your Forms file. It's essential that you create your Forms file before creating your Listing or Transaction file in SkySlope to be able to link the two files. A Forms file can't be linked to a SkySlope Suite file the Suite file is created first. Why do the files need to be linked? We'll go over that in just a bit.

Follow these steps to create your SkySlope Forms file:

1. Using the Apps menu , navigate to SkySlope Forms.
2. Click Create New File.
3. Provide the details for your file, such as client information and file name.
4. Click Create to create your file.

Click here for a visual demo of creating a file in SkySlope Forms.

Once you've created your file, you can add and prepare your selected forms. If you need to do that now, feel free! If not, you can proceed to the next step.

Create Your SkySlope Suite File

It's important that you don't create your SkySlope Listing or Transaction file before you've created your SkySlope Forms file. If you haven't done that yet, follow the instructions listed in the previous section.

Once you've created your Forms file, you're ready to move on! Once you have a signed contract, you can create your Listing or Transaction file in SkySlope. When you create your SkySlope Suite file, you will have the option to link it to your Forms file, which will allow all of your fully signed documents to be automatically transferred from your Forms file to your Listing/Transaction file.

1. Using the Apps menu , navigate to SkySlope.
2. On the SkySlope home page, click Create Listing (seller/landlord-represented) or Create Transaction (purchaser/tenant-represented).
3. First, you will be prompted to provide the address using one of two options: Forms or Address Lookup. You must select Forms to link your two files.
   - After selecting Forms, you will see a list of your Forms files. Select the applicable file.
4. After selecting your Forms file, you will proceed to enter your file details, such as important dates and contacts.
5. Finally, you will arrive at your Checklist, which is the list of documents you are required to submit to your brokerage.

Learn more about creating SkySlope files using Forms data.

⭐️ Once you have created your SkySlope Suite file and linked it to your SkySlope Forms file, all fully signed documents will automatically be transferred into the document tab within the SkySlope file (even the docs that were signed before you created your SkySlope file).

Now that you have your fully signed documents, you're ready to move on to the next step, submitting them for review!

Submit Docs to the Checklist

Now that you've completed the first two steps (creating your Forms file and your SkySlope Suite file), you have probably arrived at your file's Checklist. Similar to how it sounds, your Checklist is a list of forms that are required by your brokerage. You might see items such as a listing agreement, disclosures and addenda. Once those documents have been fully signed with Forms, they'll be automatically transferred into your SkySlope file so that you can easily attach them to your Checklist!

Here's a closer look at the process from start to finish:

Follow these steps to attach documents to your Checklist:

1. Using the Apps menu , navigate to SkySlope.
2. Use the search bar to open your file.
3. Once in your file, navigate to the Checklist tab. Here, you will see your list of Required and If Applicable documents.
4. Locate a line item on the Checklist where you'd like to attach a document. Then click Attach.
5. You will now be taken to a list of available documents in your file. Locate the document you want to submit for review and click Assign.
   - Any signed documents from Forms will have automatically been transferred over. If you don't see the document you're looking for on the available list, it may already be attached to the Checklist.
6. That document is now attached to the Checklist!

Learn more about attaching documents to the Checklist.

After submitting documents to your Checklist for review, it's up to your admin/broker to review them. When you first submit the docs, the status will show In Review. Once reviewed, the status may change to Completed or Incomplete, with a note about any necessary changes.

Convert Your File

This step will only apply to Listing files. If you're working on a buyer file, just continue to chip away at your Checklist until you've submitted all of the required documents! 

If you're working on a seller file, you'll continue to work on your Listing Checklist until you have an accepted offer! Once you accept an offer, you will convert your SkySlope Listing into a Transaction. This will make the Transaction side of the Checklist available, allowing you to submit the executed contract and other closing documents to your brokerage.

Follow these steps to convert your Listing:

1. Using the Apps menu , navigate to SkySlope.
2. Use the search bar to open your file.
3. Once in your file, navigate to the Checklist tab.
4. Click on Accepted Contract. 
   - If this button isn't available for you yet, you likely still have Required items on your Checklist. Those items must be submitted before you can convert.
5. After clicking Accepted Contract, you will be prompted to enter information pertaining to the sale, such as the purchase price, closing date and buyer names.

Learn more about converting your Listing into a Transaction.

Sample Scenario and Timeline

Here is an example of both a Seller and a Buyer transaction to give you a rough idea of a transaction timeline and any applicable actions that can be taken in SkySlope, SkySlope Forms or DigiSign.

Sample Seller Scenario and Tasks:

Sample Buyer Scenario and Tasks:

Congratulations — you are now a master of the SkySlope Suite + SkySlope Forms integration! 😎

If you have any questions about this workflow, please reach out to our 24/7 Support team! Happy SkySloping.