Managing Broker Clauses

As Broker Edition customers, Admins and Brokers can customize and manage an entire collection of Brokerage Clauses that they can share across various regions and groups. Take a look below to learn how to create and manage Brokerage Clauses!

In this article, we'll review:

• Enabling the Clause Manager Permission
• Accessing Brokerage Clauses
• Creating Brokerage Clauses
• Editing Brokerage Clauses
• Editing Access to a Brokerage Clause
• Removing Brokerage Clauses

Enabling Clause Manager Permission

1. Log into SkySlope Forms, and then click on your name in the upper right corner. 
2. Select Brokerage Management.
3. You'll be taken to the People tab. Locate the individual you'd like to grant access to.
4. Then click the Menu icon on the right and select Edit Permissions. 
5. In the Edit Permissions modal, select the proper permissions. To grant access to manage brokerage clauses, select Forms Clause Manager.
6. Then click Add to grant this permission.

Managing Brokerage Clauses

Individuals with the proper permissions enabled will be able to access and edit brokerage clauses.

Accessing Brokerage Clauses

1. Log into SkySlope Forms, and then navigate to the Clauses page.
2. Once on the Clauses page, you will see two sections of clauses: My Clauses and Brokerage Clauses. Click on Brokerage Clauses.
3. Now you will see the entire list of custom clauses created by your brokerage. 

Create a New Brokerage Clause

1. Log into SkySlope Forms, and then navigate to the Clauses page.
2. Click + Add New Clause.
3. Select Yes to create a Brokerage Clause. If you select No, you will create a Personal Clause that will only be available to you.
4. After selecting Yes, you will determine who you want to share this particular clause with.
   - Brokerage: Select Yes to share the clause with all users in your brokerage.
   - Region: If you opt not to share with the entire brokerage, you can share with certain regions.
   - Group: Select Yes to share the clause with a certain group(s).
   Note: Users don't have to be within the Region and the Group to access the clauses; belonging to one of the two will give them access.
5. Click Continue.
6. If you opt to share the clause with a group, you will select the group(s) on the next page. After selecting, click Continue.
7. Create your clause.
   - Title: Give the clause a recognizable name.
   - Category: Select an existing category or type a name to create a new category. Categories can later be used for filtering and quickly finding clauses.
   -Body: This is the contents of the clause that will be added onto the form when the clause is applied.
8. After you've completed those fields, click Create. Your clause is now available!

Edit an Existing Brokerage Clause

Follow these instructions to make changes to the contents of a clause.

1. Log into SkySlope Forms, and then navigate to the Clauses page.
2. Once on the Clauses page, you will see two sections of clauses: My Clauses and Brokerage Clauses. Click on Brokerage Clauses.
3. Now you will see the entire list of custom clauses created by your brokerage. Locate the clause you want to edit.
4. Once you've located the clause, click on the Menu icon on the right and select Edit.
5. Now, on the Edit Clause page, you can make any necessary changes.
6. Then click Save.

Edit Access to a Brokerage Clause

Follow these instructions to make changes to who can access a particular brokerage clause.

1. Log into SkySlope Forms, and then navigate to the Clauses page.
2. Once on the Clauses page, you will see two sections of clauses: My Clauses and Brokerage Clauses. Click on Brokerage Clauses.
3. Now you will see the entire list of custom clauses created by your brokerage. Locate the clause you want to edit.
4. Once you've located the clause, click on the Menu icon on the right and select Clause Details. 
5. Now you can make any necessary changes to who can access a brokerage clause.

Remove a Brokerage Clause

Removing a Brokerage Clause will not impact any forms that already have the clause applied to them. After a Brokerage Clause is removed, it cannot be added to any new forms.

1. Log into SkySlope Forms, and then navigate to the Clauses page.
2. Once on the Clauses page, you will see two sections of clauses: My Clauses and Brokerage Clauses. Click on Brokerage Clauses.
3. Now you will see the entire list of custom clauses created by your brokerage. Locate the clause you want to edit.
4. Once you've located the clause, click on the Menu icon on the right and then select Remove.
5. You will be asked to confirm. Click Remove Clause if you wish to do so.

If you have any questions about using Broker Clauses, please reach out to our 24/7 Support team!