Admin - How to Quickly Close and Archive a Transaction

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Once an agent's deal has closed escrow, and they've uploaded all of the required documents to the Checklist, it's time to close the file and move it into the Archives for safe-keeping. In SkySlope, you can close and archive the file in just a few clicks. Let's check it out.

 

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1. Click on Manage Transactions to locate the file that is ready to be closed. Single-click on the address to open the file.

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2. Once the file is open, click on the Escrow Now Closed button in the upper right corner. After clicking that button, you will see a pop-up.

In this pop-up, you will need to confirm/change the closing date. Click on the toggle; when blue, the file will be moved to the Archives.  Then click on Close File

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3. After clicking on Close File, there will be one more pop-up. You can enter a note that will record on the Log of the file (optional), and then click on Submit to complete the closing process.

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And that's all it takes to close a file and move it into the Archives! What's the benefit to archiving a closed file? It's an easy way to keep closed and pending files separated, and only in the Archives can all of a file's documents be downloaded in one click! Take a look at this guide to learn how to download files from the Archives.

If you have any other questions about closing and archiving files, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

 

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