CLICK HERE to view all SkySlope admin training webinars >

Welcome to SkySlope, and thanks for choosing us to help manage your files! SkySlope is your new digital transaction management platform that will allow you to easily manage your brokerage transactions and agents, as well as obtain digital signatures.

The SkySlope Academy curriculum below will help you launch SkySlope as quickly as possible.

Prerequisites: 
To prepare your account, you will need to prepare the following items:

• Company Listing and Transaction Checklists - Lists of required documents that must be submitted for compliance review, based on file type
  • Click here to view and download sample Checklists
• Company Roster - List of your Agents and Admins who will need SkySlope accounts
  • Click here to view and download a sample Agent Roster
• Company Logo
  • In .png or .jpeg format
  • Preferred size: 428x144

Curriculum:

• SkySlope Academy is a series of live webinars and video recordings delivered on a weekly basis. We recommend completing all courses over the course of 2-3 weeks. 
• During the initial launch phase, you should plan to spend 1-2 hours per week in the SkySlope system to implement what you have learned. 
• Please be sure to build and upload your account items listed above before you start the Academy curriculum!

Module #1: Basics and Account Setup

• General Navigation + My Account
• User Management

Module #2: Admin Fundamentals

• File Overview
• How to Create a Listing File
• How to Create a Transaction File
• File Review
• File Management

Once Admins have completed Module #2, it's time to schedule the training for your Agents. You will find the SkySlope for Agents section below with Webinar dates and times, and a link to register.

Module #3: Reporting + Advanced Admin Topics

• Running Reports
• Creating Custom Checklist Templates
• CDA Generation
• Task Management
• Using SkySlope for In-House Transaction Coordinators

Additional Admin Resources:

• Field Configuration - Determining which fields should be required/not required for your files
• Getting Started for Admins Guide - A list of all relevant tutorials to get you started in SkySlope
• Creating Team Accounts - Review the two methods for creating Team accounts within SkySlope
• How to Manage a Multi-Person Review Process in SkySlope - Utilize our Stages feature if you have several people reviewing one file
• Sign Up for Live Webinars:
  • Tuesdays at 10:00 AM PST, and Thursdays at 1:00 PM PST
• Catch up with past training videos
• Advanced Learning with the Master Class Series - Weekly in-depth webinars, hosted by our Customer Success team, focusing on a new topic every week - every Wednesday at 10:00 AM PST

SkySlope for Agents:

Once the Admin team feels comfortable with SkySlope, it is time to get your Agents (and/or Transaction Coordinators) using the system. We recommend bringing your agents together in the office to join a live webinar all at once (if possible), or they may learn at their own pace with the resources below.

• Live weekly Agent webinars (about 35 minutes long)
  • Wednesdays at 1:00 PM PST, and Fridays at 10:00 AM PST
• Catch up with past training videos
• Getting Started for Agents Guide
• Printable Agent Guide to SkySlope

If any questions come up along the way, please reach out to our Rockstar Support at support@skyslope.com or via live chat, phone - 24/7!

Happy SkySloping!