Field Configuration

As SkySlope is a tool that serves brokerages coast to coast, we want our platform to be as customizable as possible, allowing all users to get the most from the system, and design their account to best fit their workflow. With Field Configuration, we have added the ability to turn off requirements, or even hide, some of the fields in Listing and Transaction files. 

What does this mean?
Typically, in Listing and Transaction files, there are fields that default to a required status. For example, the Commission fields, Year Built, Source, Escrow Number, and Closing and Acceptance Dates are currently required by default. With Field Configuration, the broker has the ability to make these fields optional to better fit your office's needs. 

What can I change?
The fields that can be edited vary by file type. Here's what can be changed:

Listing File Configuration

Below are the data fields and contact fields that can be made Required or Not Required in a Listing file.

Data Fields:

• Source
• Year Built
• Listing Commission
• Sale Commission

Listing Contact Fields:

• Seller First Name
• Seller Last Name
• Seller Phone Number
• Seller Email Address

Transaction File Configuration

Below are the data fields and contact fields that can be made Required or Not Required in a Transaction file.

Transaction Tab:

• MLS #
• Year Built
• Sales Price
• Source
• Escrow #
• Office Lead?
• Closing Date
• Acceptance Date

Commission Tab:

• Sale Price
• Listing Commission
• Sale Commission
• Other Deductions
• Deposit Amount
• Date of Check
• Date Posted to Log Book
• MLS Board

Transaction Contact Fields:
The various Contacts in SkySlope can be managed in different ways, depending on the type of Contact. Some are managed on a file-by-file basis, depending on the primary agent on the file. Others are managed on an office-to-office level. Keep reading for the specs.

• These fields are either Required or Optional across the whole brokerage
  • Seller (First Name, Last Name, Email, Phone Number)
  • Buyer (First Name, Last Name, Email, Phone Number)
  • Title Company (First Name, Last Name, Phone Number, Company Name, and Email)
  • Escrow Company (First Name, Last Name, Phone Number, Company Name, Email)
  • Attorney (First Name, Last Name, Phone Number, Email, Firm Name)
  • Agent on the Other Side (First Name, Last Name, Phone Number, Company Name, and Email)

Note: The Seller and Buyer fields can also be changed to be dependent on the file type (Listing Sold vs. Sale) and the side of the deal that the agent is representing.

How are these changes made?
To ensure changes are made to best suit the company's needs, this process is set up by the Broker contacting their SkySlope Customer Success Manager. Once the CSM is contacted, an open conversation can be had about the company's needs, and then the CSM can implement changes to fit these needs. The options are limitless! 

Not sure how to contact your Customer Success Manager?
Reach out to the Support Team, and we can help you contact your CSM. 

If you have any other questions about utilizing Field Configuration, please don't hesitate to reach out to our Support team!