To ensure that you have access to the correct forms and libraries, it's important to customize your user profile and libraries in SkySlope Forms.
User Profile
Setting up your user profile will allow certain data to auto-populate into Forms, saving you time!
Note: In some regions, the User Profile fields may be greyed out, please contact your association to update.
1. Click on the username dropdown in the top-right corner > User Profile
2. Personal Information:
- Double-check all fields and add any missing information.
- Agent License Number: If applicable
- Agent MLS Code: If applicable - Stellar MLS Subscribers, enter your Listing Agent ID here
3. Professional Information:
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What regions do you serve?
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- Double-check to make sure all regions are displayed
- Use the Add Another Location option to add any missing regions, if applicable
- Note: You must have the region added here in order to fully utilize the forms libraries for that region
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Brokerage Name
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- Double-check all fields and add any missing information, as applicable
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4. Click Save
Libraries
Next, you will want to make sure you have access to the forms libraries for your region(s)
1. From the User Settings screen, click on the Libraries tab. Alternatively, click on the username dropdown and select Libraries from the dropdown.
2. First, check to see if your library is already selected in the Your connected association libraries section.
Note: Click the remove button if you need to remove any libraries
3. If you need to search for or add any additional libraries, click the Search for a library dropdown
Note: Eligible Broker libraries are added to your account automatically and will not be visible here, but will be visible in the Browse Libraries section or when adding forms to a file
4. After clicking the dropdown, you can type the name of the library or use the scroll bar to review the available libraries
5. After selecting the library, click Add
Important: Some forms libraries will require NRDS ID or other membership information in order to validate
User Profile and Forms Templates ℹ️
Forms files will pull Personal and Brokerage information from the User Profile instead of templates.
If you use Forms templates: When creating a new template, skip over any fields from the User Profile (agent info, brokerage info, etc), since the forms are pulling this data only from the User Profile.
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