If you are working with your client to sell their home, one of the first things you need to do in SkySlope is to create your Listing file. Let's get started!
1. From the home page, click on Create Listing.
Now, you will be able to search for your property's address in the Search for Address window. Thanks to a recent update, creating your Listing is now easier than ever before. Begin typing into the Address field, and you will see search results powered by Google. As search results come up, click on the best match for your property.
Important: If this is not the screen you see after clicking on Create Listing, please check out this article to learn how to create a Listing with Skye!
If a correct match doesn't populate, or the property is a land listing that may not yet be "searchable", close out of the Search for Address window to enter the address manually.
2. After clicking on the best match for your property address, 3rd party search results will populate. Depending on the information we are able to find, you will see a few different results that you can use to create your file. You may see:
-The property address found by Google
-The property information found by SkySlope
For example, let's click on the MLS result to proceed with that information.
3. After clicking on the MLS search result, you'll be taken to the Listing Tab. On this tab, the required information is listed with the red asterisk (*). Based on the information we are able to find, some of this information may already be filled out for you. Complete the required information, and then click on Next in the lower right corner.
4. After clicking on Next, the Contacts Tab will populate.
There are three available contacts in a Listing file, but only one is required: the Seller/Landlord. Fill out the required Seller/Landlord info. Then click on Save. If there are two sellers, the second seller can be added by clicking on +Add Seller after the first one is saved. After saving the contact(s), click Submit to move forward.
5. After completing the Contacts Tab, the Checklist Tab is next. The Checklist is the core of your SkySlope file. This is where documents are submitted for admin/broker review.
What is a Checklist? It's a list of required documents, created by your broker, based on the file type. The required documents need to be uploaded and attached to the Checklist in order for the file to be seen as complete and ready to accept an offer. Here's an example of a Listing Checklist:
Not sure how to attach documents? Click here to learn how.
Documents that are marked If Applicable only need to be uploaded if the particular document is relevant to the file you're creating. For example, a Lead Based Paint Disclosure may be marked as If Applicable, and would only need to be uploaded if the house was built pre-1978.
The Document tab is the section of a property file where all documents are housed. This is a great place to store documents that are related to the file, but not listed on the Checklist. The Document tab can be used to forward documents to DigiSign, break-down large PDF packets into individual documents, and even send emails.
The Log is where all action taken within a file is stored for compliance purposes. Whenever a change is made, a document is uploaded/unattached, or an email is sent from the file, that action is recorded on the Log.
When using Tasks within SkySlope, all tasks assigned to a specific property file can be viewed and managed on the Tasks tab of that file. New tasks and email reminders can be added to help you stay on top of your deals.
If you have any other questions about creating a Listing, don't hesitate to contact our 24/7 Support Team! We are available by phone at 800.507.4117, send an email over to firstname.lastname@example.org or start live chat with us at support.skyslope.com! Happy SkySloping!