Getting Started for Admins

ss101.jpg

Welcome to SkySlope! With SkySlope, you will need to create and manage files and checklists, add new agents, review documents, and everything else necessary to support your team. We are here to support you. Here at Support, we are your number one resource and we live to answer your questions.  We've gathered the most important information to start you on your SkySlope journey, and we've put them together in this "Getting Started with SkySlope" guide for Admins. All the answers are right within your grasp.

 


 

star.png NEW! Quick Audit Mode:  In the world of tech innovation, we here at SkySlope are always trying to make your job easier. Introducing, Quick Audit for Admins and Brokers. Quick Audit is streamlined file review technology that allows admins to review files and documents as swiftly as possible. Built right into the Docs to Review section, Quick Audit sends you right into files with pending documents, lets you review them at lightening speed, and gets you on your way. Check it out!

Please note: At this time, Quick Audit is only available for admins in California and Arizona. All other admins will have access soon! 

Learn More about Quick Audit Mode

Create a Listing:  You'll need to create a Listing within SkySlope when you or the agent are representing the seller or landlord of a property that is for sale or for lease. When you're creating your Listing, you will input some basic information (such as the agent’s name, listing & listing expiration dates, listing price, seller's name(s) and contact information). After you've submitted this information, you'll be taken to the Checklist for that file.

Each file has its own Checklist, which is a list of documents that are deemed pertinent to the type of file being created (which is based off the Checklist Type you select on the first page of creating your Listing, such as “lease” or “listing”). The documents on the Checklist that are listed as Required should be uploaded and submitted for review before you’re able to “Accept a Contract” within SkySlope, and convert your Listing file into a Transaction file that can be closed out. This guide will show you how to create a Listing.

Learn How to Create a Listing

Create a Transaction: You’ll need to create a Transaction within SkySlope when you or the agent are representing the buyer or tenant of a property. When creating your Transaction, you will input some basic information (such as the agent’s name, 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.

Each file has its own Checklist, which is a list of documents that have been deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Transaction, such as “lease” or “traditional sale”). The documents on the Checklist that are listed as Required have to be uploaded and submitted for review before the SkySlope Transaction file can be closed. The guide below will show you how to create a Transaction.

Learn How to Create a Transaction

Convert a Listing: Once you’ve created a Listing in SkySlope and the sellers have accepted an offer on the property, it’s time to convert the Listing into a Transaction. You have to convert your Listing into a Transaction for the SkySlope file to be closed at Close of Escrow. Take a look to see how to properly convert your file.

Learn How to Convert Your Listing

Withdraw a Listing: If you’ve created a Listing within SkySlope that didn’t sell and the 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 into the Cancelled Contracts section of SkySlope. This guide will show you how to withdraw a Listing.

Learn How to Withdraw your Listing

Cancel a Transaction: Sometimes, deals fall through. Buyers back out. When this happens, you’re going to want to cancel the Transaction. The guide below will show you how to cancel a SkySlope transaction.

Learn How to Cancel a Transaction

Reactivate a Listing While Cancelling a Transaction: When you or the agent are representing the seller, sometimes the buyer backs out and you need to cancel the Transaction file. However, since the 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.

Learn How to Reactivate a Listing While Cancelling a Transaction 

Quickly Close and Archive: Once all of the proper documents have been uploaded into the file and escrow has closed, it’s time to close the SkySlope Transaction file and move it into the Archives for safekeeping. Take a look at this guide that will show you how to close and archive a file in one step.  

Learn How to Quickly Close and Archive Files

Archive an Already Closed Transaction: Sometimes a file will be closed, and not sent to the archives for some reason. (Maybe the agent is still tying up a few loose ends.) Now you have a closed file that isn’t archived. This guide will show you how to move the file into the Archives.

Learn How to Archive an Already Closed Transaction

Remove Incorrect Docs from Checklist: It’s essential that the proper documents are uploaded to the Checklist to be able to close the file in a timely manner, but mistakes happen. This guide will show you how to remove an incorrect document from the checklist and replace it with the correct one.

Learn How to Remove Incorrect Documents

Audit an Agent’s Checklist: As a SkySlope admin, one of your primary duties is to audit the Checklists for files created by agents. This is to make sure that they have received and submitted all of the important documents, and they received all of the signatures legally necessary. The following guide will demonstrate how to audit an agent’s Checklist.

Learn How to Audit an Agent's Checklist

Unreject a Document: While auditing an agent’s Checklist, if you accidentally click the “Reject” button for a document that is correct, here is how to unreject the document.

Learn How to Unreject a Document

Add a User: If your office brings a new agent onto the team, they’re going to need their own SkySlope account to create and manage their files. Take a look at this guide to learn how to add the agent as a new user.

Learn How to Add a User

Creating Team Accounts: If your office has a pair or group of agents working as a Team on SkySlope, there are a couple of different ways to accomplish a Team Account set-up. Take a look at this guide to learn about the different ways to set up team accounts. 

Learn How to Create Team Accounts

Managing ChecklistsSome admins have the authority to create and manage Checklists in SkySlope. This can be adding and deleting items, changing the status (required or not required), or making a whole new Checklist. This guide shows everything an admin needs to know to manage Checklists.

Learn How to Manage Checklists

Multi-Stage Review: With the Multi-Stage Review, SkySlope is adding a new way for you to keep track of your property files and allow you to easily create and determine responsibilities for your Admins and Auditors. With Multi-Stage Review, you're given unlimited options to control and filter your property files based on custom "Stages" to best meet your office's needs!

Learn How to Review Files with Multi-Stage Review

Admin & Broker Overview of Working Docs: The Working Docs section for Admins and Brokers is designed to be a place for admins to support their agents, and a place to manage their own deals. There are a handful of different sections of Working Docs, and they all perform different purposes. Check out the video below to learn all about Working Docs for Admins and Brokers. 

Learn about the Admin and Broker View of Working Docs

 

If you have any other questions, don't hesitate to reach out to the SkySlope Support team. We are here 24/7 to help!

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk