Getting Started: SkySlope iPad App for Agents and Admins


If you're an on-the-go agent who needs to get things done right, and get them done quickly, the SkySlope App for iPad is a great tool that allows you to do your work anywhere that you have access to the internet. Practically everything you can do on your desktop computer, you can do on the SkySlope App. You can create Listing and Transaction files, upload documents, and email clients. This is a "SkySlope App 101" Guide that goes over everything you need to know to get started.

If you're an on-the-go admin, don't worry - we didn't forget about you! We've got a bundle of guides that are tailored to functions that are only available on the SkySlope iPad app. Click here to view the Admin iPad Guides!

Create a Listing: You'll need to create a Listing within SkySlope when you're 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 listing & listing expiration dates, sale price, seller's name(s) and contact information). After you've submitted this information, you'll be taken to the Checklist for that file. The Checklist is a list of all of the require documents, based on your file type.

How to Create a Listing on the iPad App 

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. Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating.

How to Create a Transaction on the iPad App

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 Close of Escrow. Take a look to see how to properly convert your file.

How to Convert a Listing into a Transaction on the iPad App

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. This guide will show you how to withdraw your Listing.

How to Withdraw a Listing on the iPad App

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.

How to Cancel a Transaction on the iPad App

Accessing Different File Types: Just like the SkySlope website, the app breaks down different types of files into different sections. This guide explains how to access Active/Pending, Cancelled, and Archived files.

How to Access Active, Canceled, and Archived Files on the iPad App

All about Working Docs: Working Docs is a helpful tool within the app that allows you to organize documents that may not yet be tied to a certain SkySlope file. This guide goes over what can be done in Working Docs on the iPad app.

All about Working Docs on the iPad App

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. Uploading documents on the app is quite different from uploading documents on a computer, but we've made sure to keep the process user friendly.

How to Upload/Import Documents on the iPad App

Import from Dropbox: If you have documents saved in your Dropbox account that you need to upload into SkySlope, you can quickly move them from Dropbox to your SkySlope Checklist. This guide goes over that process. 

How to Import from Dropbox to SkySlope

Unattach Documents: We all make mistakes. Sometimes a document accidentally gets attached to the wrong Checklist item. Good news - removing them is just as ease as adding them!

How to Unattach Documents on the iPad App

Split and Assign: Sometimes you’ll end up with large packets of documents that are all in a single PDF that need to be split into smaller PDFs and 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.

How to Use Split & Assign on the iPad App

Email Your Contacts: At SkySlope, we try to put all of the tools you will need in one place. You can easily email your SkySlope contacts right from the App.

How to Email Contacts on the iPad App


Admin How-To:

Close & Archive a File: As an admin, you're responsible for closing out property files once agents have met all of the company's requirements. This guide goes over how to quickly Close & Archive a file on the iPad App.

How to Close & Archive a File on the iPad App

Archive a Closed File: Sometimes a file will be closed, but not archived, because it might need to have some information updated. When you're finally ready to archive the closed file, the process is simple. 

How to Archive an Already Closed File on the iPad App

Auditing Checklists: One of the most important parts of being an admin is reviewing documents. Doing so is a piece of cake on the app. You can view all documents within the app, and mark them as rejected or accepted. This guide goes over how to review Checklists on the app.

How to Audit Checklists on the iPad App

Adding a Checklist Item to a Property File: Sometimes an agent will need a specific item added to their Checking. You can do this on the app, just like you can on the website. 

How to Add a Checklist Item to a Property File on the iPad App

Navigating the Admin Dashboard: When you log into the iPad Admin app, the first thing you will see is the Admin Dashboard. We made this guide to break down the Dashboard into sections and explain how they can be used.

Navigating the Admin Dashboard on the iPad App


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