Become a SkySlope expert! Our Customer Success team hosts weekly webinars to help you brush up on your SkySlope skills. Each webinar will take about 15 minutes.
Join us every Wednesday at 10:00 AM PST (12:00 PM CST | 1:00 PM EST)
MAY 2019 WEBINAR SCHEDULE
|MAY 1||WED||10 AM PST||
All the ins and outs of the SkySlope & zipFrom Plus integration.
|MAY 8||WED||10 AM PST||
Adding and deactivating users, and details about specialized roles in SkySlope.
|MAY 15||WED||10 AM PST||
Streamline your Transaction workflow to make sure you close (and get paid) on time!
|MAY 22||WED||10 AM PST||
THE REVIEW PROCESS (ADMINS)
Learn the secrets to auditing files more efficiently!
|MAY 29||WED||10 AM PST||
DIGISIGN: WRITABLE VS. READ-ONLY
Become familiar with Writable and Read-Only blocks, and how to use them to optimize the e-signing process.
APRIL 2019 WEBINAR SCHEDULE
|APRIL 3||WED||10 AM PST||
Filling out documents, having them e-signed, and submitting them for review.
|APRIL 10||WED||10 AM PST||
Tips and best practices to streamline your workflow in your admin account.
|APRIL 17||WED||10 AM PST||
Preparing documents and other best practices for non-zipForm users.
|APRIL 24||WED||10 AM PST||
How to get the most out of Lease and Land files, and setting up Dual Agency files.
MARCH 2019 WEBINAR SCHEDULE
|MAR 13||WED||10 AM PST||
Converting and canceling/withdrawing files, reactivating files, and file statuses
|MAR 20||WED||10 AM PST||
Learn how to become more productive using Tasks and Task Templates!
|MAR 27||WED||10 AM PST||
Become an advanced admin using Stages to sort your agents' files, and Checklists notes to keep agents on top of their tasks.
FEBRUARY 2019 WEBINAR SCHEDULE
|FEB 6||WED||10 AM PST||
SETTING UP YOUR ACCOUNT
|FEB 13||WED||10 AM PST||
Who can create and manage Checklists, Transaction vs. Listing Checklists, how to use the Master Checklist, and sharing Checklists across offices
|FEB 20||WED||10 AM PST||
How to integrate zipForm Plus + SkySlope, sending zipForm Plus docs out for signature with DigiSign, and how to import zipForm Plus data when creating SkySlope files
|FEB 27||WED||10 AM PST||
How to use Document Bundles to share files with your clients, emailing from your SkySlope files, downloading documents from Archived files in one click, and storing Texts and Emails for compliance!
JANUARY 2019 WEBINAR SCHEDULE
|JAN 9||WED||10 AM PST|| UTILIZING TASKS & REMINDERS
Creating, sharing, and importing Task Templates; Syncing with your calendar.
|JAN 16||WED||10 AM PST|| ADMINS - BECOME A QUICK AUDIT EXPERT
Reviewing files & documents, closing & archiving files, and our best practices.
|JAN 23||WED||10 AM PST|| DOCUMENT TIPS & TRICKS
Using Split & Assign, the Working Docs section, and the Office Inbox (for admins).
|JAN 30||WED||10 AM PST|| ADMINS - OFFICE INBOX
Setting up the Office Inbox, and how to utilize it to streamline the auditing process.