zipForm® Plus + SkySlope 101

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With the newest update to the zipForm® Plus + SkySlope integration, things are getting bigger and better! Here is some basic information about the integration, and the steps for getting started! 


Integrating your Account:

Ready to get started? Integrate your zipForm® Plus and SkySlope account by following these steps: 

1. Once you're logged in, click on your name in the upper right corner

2. Click on My Account

3. Once in the My Account section, click on the Integrations tab.

4. Click on Enable/Disabled in the upper right corner

5. Enter your zipForm® Plus username and password to integrate!

Having trouble integrating? Take a look at our Integration Troubleshooting article.

 

NEW! zipForm® PlusIntegration Enhancements - Available now! 

Sending out zipForm® Plus documents just got a lot easier! We've taken our integration with zipForm® Plus to the next level. Now you can create a zipForm® Plus transaction AND fill out your zipForm® Plus documents, right from within SkySlope!

Take a look:

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Once you've selected your forms, you can fill them out, just like you would on the zipForm® Plus website!

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After filling out and saving the documents, you can select the ones you need to send out, and send them right from DigiSign! Talk about working smarter... 

 

Take a look at this article that goes over sending zipForm® Plus documents out for signature with DigiSign. 

 

 

zipForm® Plus + SkySlope FAQ:

What is this pop up when I sign in?
After the newest update to zipForm® Plus + SkySlope integration, you will see this pop-up when logging into your SkySlope account:

We want to make the integration as easy as possible. All you need to do is enter your zipForm® Plus username and password to get started. Don't want to integrate? After clicking "Not Now" five times, the notification will no longer appear in your account. If you've clicked "Not Now" a total of five times, and the notification is gone. Note: If your account is already fully integrated with zipForm® Plus, you will not see this pop-up.

No longer seeing this notification, but still need to integrate your accounts? You can still integrate your account a few different ways:

1. Click on your name in the upper right corner > My Account > Integrations > Click on Enable > Enter zipForm® Plus username and password > Click Save

2. Go to Working Docs > zipForm® tab > "Click Here to get started!" > Click on Enable > Enter zipForm® Plus username and password > Click Save

3. Create Listing or Create Transaction > Enter property address > "Click Here to get started!" > Click on Enable > Enter zipForm® Plus username and password > Click Save (as pictured below)

 

Why am I getting an error when I enter in my username and password?
If you've entered your username and password into the zipForm® Plus Integration tab and you're getting an error message that reads "Could not update credentials" or "trouble authenticating your account", that means the username and/or password that you're entering are not the credentials we need to complete the integration.

Many real estate agents access zipForm® Plus through their MLS Board Membership website or Association of Realtors website. While your credentials for those websites will allow you to access zipForm® Plus itself, they will not work for the integration with SkySlope. Since our integration is with zipForm® Plus directly, only your zipForm® Plus username and password will allow you to complete the integration.

Take a look at our SkySlope + zipForm® Plus Integration - Troubleshooting article 

 

Can a zipForm® Plus username be linked to more than one SkySlope account?
Unfortunately not. Due to the complexities of the zipForm® Plus integration, one zipForm® Plus account can only be linked to one SkySlope account. 

 

Can I change out my credentials to access a different zipForm® Plus account?
Yes, just return to your "My Account" tab, click on Integrations, and enter in your new credentials! 
 

 

Where can I find my zipForm® Plus Transactions within SkySlope?
Your zipForm® Plus documents can be found in the Working Docs section of SkySlope. From the home page, click on the icon for Working Docs. Once in Working Docs, click on the tab labeled zipForm® Plus. In the zipForm® Plus tab, you will see a list of your Transactions on the left side of the page. Click on the name of the Transaction to open the list of documents for that Transaction.

 

How are the transactions ordered in the zipForm® Plus tab?
They are ordered by created date. The transactions that were created most recently will be found at the top of the list.

 

Can I create a zipForm® Plus transaction from within SkySlope?
With the newest release for the zipForm® Plus + SkySlope integration, we're trying to make things as easy as possible. Now, you can create a new zipForm® Plus Transaction right from within SkySlope. Within the zipForm® Plus section of Working Docs, there is a green button that says "Create zipForm® Plus Transaction"; clicking on that will allow you to create a zipForm® Plus Transaction. After clicking that button, you will be prompted to enter the address for the transaction. You can also click on Show More Fields to add other info into your transaction, such as the purchase price, offer date, and names of the parties involved.

Note: These particular fields have been selected to allow you to later turn this zipForm® Plus Transaction into a SkySlope Transaction. 

After the zipForm® Plus Transaction has been created, you will be taken to your library of available documents from zipForm® Plus. 

To add documents, simply select the grey circle to the left of the document's name for whichever document(s) you need. Once you're done selecting your documents, click on "Add" at the bottom of the documents list. You can use the "Select Library" drop-down to change the library you're looking at, if you're an agent in multiple states. You can also use the "Search Form" field to search for the name of a certain document, without having to scroll through the list.

 

Can I create and fill out zipForm® Plus documents from within SkySlope?
Yes! Once you've created your zipForm® Plus transaction and selected the documents, you can click on the document name to open it (as you would in zipForm® Plus) and fill out the document! After you've filled out the document, make sure you click on the Save button in the upper left corner. 

 

What is this "Add Form" button under Working Documents?
Did you forget to add a document when the zipForm® Plus Transaction was initially created? You can add additional forms from the SkySlope integration. When the document is added, the relevant information from the Transaction will populate onto the document (such as property address, clients' names, etc). If you need to add new, or additional, information onto the document (like specific dates for a counter offer addendum), you will need to go into zipForm® Plus to ensure the documents are complete. Any changes that are saved should be synced within SkySlope after about 30 seconds.

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How do I send documents out for signature?
To send a document out for signature, simply open up your Working Documents section, click on the zipForm® Plus Plus tab, and go to the Transaction file it is associated with. Click the checkbox for the document to select, then choose the DigiSign button at the top of the page. Take a look at this article to see the whole process, step by step. 

 

 

Can I use the zipForm® Plus integration to assist in creating my Listings or Transactions in SkySlope?
The answer is, Yes! Now, when you create a Listing or Transaction within SkySlope, the first thing you will see is a search bar that will allow you to search for the property address. With the newest release, that search bar will now search these areas:

1. zipForm® Plus Transactions
2. MLS Board Integrations
3. Google Maps

If you've previously created a zipForm® Plus Transaction for the property that you're now trying to create a SkySlope Transaction for, you can use the search bar to find the existing zipForm® Plus Transaction and all of the information from zipForm® Plus will be pulled into the SkySlope file. 

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I'm creating a SkySlope transaction, and I entered my property's address, but I'm not seeing a zipForm® Plus result. Why not?
We use the Google Maps search first to find the property address within the MLS Board or within your integrated zipForm® Plus account. If the address doesn't exactly match the address in Google Maps, you will need to go into zipForm® Plus and update the address so that it reads like it would on Google Maps. Once updated, you should be able to import the information.

Example of Incomplete Address: 1234 Maple, Sac CA 95841
Example of Address from Google Maps: 1234 Maple Street West Sacramento, CA, United States

 

Why is this field missing/wrong when I created Property File using the zipForm® Plus integration?
If you use the zipForm® Plus integration to create a SkySlope transaction file, 100% of the information entered into zipForm® Plus will be pulled into SkySlope. If there is information missing from the zipForm® Plus transaction (such as Year Built or Purchase Price), that information will be missing after the file is imported into SkySlope. At this point, you would want to manually enter the information into the SkySlope property file.

 

What happens when my zipForm® Plus documents are DigiSigned?
They return to your Personal Docs section. From there, you can select the document and click "Assign" to move it into the property file, or select the document to be emailed to the other agent. The finished copy will still be found within your Completed DigiSign tab as well.

 

If you have any other questions about the zipForm® Plus and SkySlope integration, 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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