Welcome to SkySlope!
Here in Customer Support, we are your number one resource and we live to answer your questions. In SkySlope, you'll need to create, cancel and convert Listing files. You'll need to attach and remove items from your checklists. You'll need to send and receive emails. And hopefully, take advantage of the versatile and convenient complete product suite. We've gathered the most important "Get Started with SkySlope" guides, so all of the basics are right at your fingertips.
Create a Listing: You'll need to create a Listing within SkySlope when you're representing the seller or landlord of a property for sale or lease. When you're creating your Listing, you will input some basic information (such as the listing & listing expiration dates, list price, seller's name(s) and contact information). After you've submitted this information, you'll be taken to the Checklist for that file. You'll use the Checklist to submit important documentation to your office.
Create a Transaction: You’ll need to create a Transaction within SkySlope when you’re representing the buyer or tenant of a property. When creating your Transaction, you will input some basic information (such as the acceptance date, agreed price, your buyer’s name and contact information, and commission information). Once you’ve submitted this information, you’ll be taken to the Checklist for that file. You'll use the Checklist to submit important documentation to your office.
Convert a Listing: Once you’ve created a Listing in SkySlope and your sellers have accepted an offer on the property, it’s time to convert your Listing into a Transaction. You have to convert your Listing into a Transaction for your office to be able to close your SkySlope file at the Close of Escrow. Take a look to see how to properly convert your file.
Cancel Transaction and Re-Activate Listing: When you’re representing the seller, sometimes the buyer backs out and you need to cancel the Transaction file. However, since your Listing is still active, we don’t want to cancel the whole file. In this case, what we want to do is cancel the Transaction file and reactivate the Listing file. This will allow us to accept a few offer on the property. This guide will show you how to do just that.
Withdraw a Listing: If you’ve created a Listing within SkySlope that didn’t sell and your sellers didn’t renew the Listing Agreement, most likely, you will need to withdraw your Listing. When you withdraw your Listing, it will be moved to a “cancelled pending approval” status, which means you’re waiting for an admin to approve the cancellation and move it into the Cancelled Contracts section of SkySlope.
Cancel a Transaction: Sometimes, deals fall through. Buyers back out. When this happens, you’re going to want to cancel your Transaction. The guide below will show you how to cancel your SkySlope transaction.
Insider Hacks for Agents: We have carefully curated a list of tips from our Customer Support team to help you get the most out of SkySlope.
DigiSign Sending Process: DigiSign is probably one of the most time-saving features offered to you with your SkySlope account. You can use DigiSign to send contracts and documents to your client to sign online from virtually any device with internet access. Take a look at the following guide to learn how to set your documents up for digital signature.
DigiSign Signing Process: We’ve made the DigiSign signing process as straight-forward and simple as possible. If you’d like to see what your signers see on their end, take a look at the following guide that describes the DigiSign signing process.
Upload Documents: In each file you create in SkySlope, there will be a list of required documents to be uploaded and submitted to for review. There are a few different ways to upload documents into SkySlope. Take a look at the following guide to see the different upload methods, and give it a shot to determine which best fits your work-flow.
Split & Assign: You will often end up with large packets of documents that are all in a single PDF that need to be separated placed on the Checklist. For example, you sent your Listing Agreement, Seller’s Disclosures, and Lead Based Paint Disclosure all in the same DigiSign envelope to be signed. When it’s signed, they’ll all come back as one PDF, but those three documents all have different spots on the Checklist. You can use our Split & Assign feature to split them up and assign them directly on the Checklist.
Email Documents Out of SkySlope: SkySlope is your go-to place for document storage; you no longer have to keep them on your hard drive or in dozens of loose files. Now that you’re keeping your documents in SkySlope, we’ve given you an easy way to send them right out of SkySlope to wherever they need to go via email. Read the following guide to learn how.
Email Documents Into SkySlope: Since ultimately you want all of your documents in SkySlope, we’ve tried to make it as easy as possible to get them there. If a client or another agent emails you a document, you can forward that email right into SkySlope, and the attached documents will be uploaded automatically. Take a look at the following guide to see how it works.
Remove Incorrect Documents from Checklist: We all make mistakes. Sometimes we accidentally attach the wrong document to a Checklist item. Here’s a straight-forward guide that will show you how to replace the wrong document with the correct document.
If you have any other questions, don't hesitate to reach out to the SkySlope Support team. We are here 24/7 to help! Happy SkySloping!