Creating SkySlope Listing and Transaction Files with Forms Data

Here at SkySlope, we've done everything in our power to limit dual entry. When you start with creating your SkySlope Forms file, creating your SkySlope Listing or Transaction file becomes 10x easier. After you've created your Forms file, you can create your SkySlope file by importing all of the data for Forms - getting your files created quicker and your documents approved faster. Let's take a look!

VISUAL GUIDE

Benefits of Linking Your SkySlope Forms and SkySlope Suite Files:

When you first create your Forms file, and then use your Forms file to create your Listing or Transaction file, several benefits will help streamline your workflow:

— Data transfer: Property information and contacts will automatically transfer from Forms to Suite, reducing duplicate data entry.

— Completed envelope transfer: Any time you send forms for e-signature from SkySlope Forms, and all parties sign those forms, the executed documents will automatically transfer from your Forms file to your Suite file, allowing you to attach them to your Checklist and submit for compliance review without having to download/upload dozens of times.

— Working Smarter, Not Harder: Linking your Forms and Suite files reduces the work required on your end. Period.

➡️ Click here to take a deep dive into the SkySlope Forms and SkySlope Suite integration!

STEP-BY-STEP GUIDE

1. From the SkySlope Suite dashboard, click Create New and then select Listing or Transaction to create a new file.
2.  When entering the property address, you will be prompted to use the Address Lookup tool or select a SkySlope Forms file.
   
   
   
3. With the toggle set to Forms, select the Forms file you'd like to use to create your Suite file.
   
   
   
4. Scroll down and click Continue.
5. Complete the Transaction, Contact and Commission tabs, ensuring you fill out all required fields.
6. After completing all required fields, click Create Transaction.

If you have any questions about linking your SkySlope Forms and SkySlope Suite files, please reach out to our 24/7 Support team!