Getting Started for Agents

Welcome to SkySlope! We're glad you're here. Whether you're new to using our suite of real estate deal management tools or looking for a quick refresher, this guide will help you get the job done. Click on any link below to jump to a specific section or dive right in from the top. 

Getting Started for Agents

Click on a link below to jump to that section. ⬇️

• Training Opportunities
• Listing Agents: Manage Listing Files
• Buyer's Agents: Manage Transaction Files
• Manage Documents
• Tips & Tricks
• Explore the SkySlope Product Family

 Training Opportunities

Our Learning & Development team regularly hosts training and "on your time" webinars to help you become a pro at SkySlope! Learn about our training opportunities.

  Manage Listing Files

Create a Listing

After you have a signed agreement with your seller(s), create a Listing file in SkySlope. Learn how.

Convert a Listing to Under Contract

When your Listing goes under contract with an accepted offer, you will convert your Listing into an under-contract Transaction. Learn how.

Withdraw a Listing

If your Listing is no longer active, you can withdraw it on SkySlope. Learn how.

  Manage Transaction Files

Create a Transaction

Pre-Contract Transaction: If you're working with a buyer who isn't under contract on a property yet, you will want to create a Pre-Contract Transaction. Learn how.

Under-Contract Transaction: If you're working with a buyer who is under contract on a property, you will want to create an Under-Contract Transaction. Learn how.

Cancel a Transaction (Buyer's Agent)

If a deal falls through, you can reflect that in SkySlope by canceling the Transaction. Learn how.

Cancel a Transaction and Reactivate the Listing (Listing or Dual Agent)

If a deal falls through and you represent the seller, you can reflect that in SkySlope by canceling the Transaction. In the process, you will also have the option to reactivate the listing. Learn how.

Convert a Listing to an Under-Contract Transaction

When your Listing goes under contract with an accepted offer, you will convert your Listing into an under-contract Transaction. Learn how.

  Manage Documents

Upload Documents

Once you have an executed document, you will want to upload it into SkySlope. There are a few different ways to do so. Learn how.

Attach Documents to the Checklist

Documents ready to be reviewed by your admin/broker should be submitted to your Checklist. Learn how.

Auto-Split & Assign

If you haven't used the auto-split and assign tool yet, you're missing out. It automatically divides document packets into individual documents and submits them to the proper spot on the Checklist! Learn how.

Email Documents to/from SkySlope

SkySlope's built-in email tool lets you easily send documents to and from SkySlope Listing and Transaction files. Learn how to email into SkySlope. Learn how to email from SkySlope.

Remove Documents from the Checklist

You can easily remove a document from the Checklist in just a few clicks. Learn how.

Working Documents Overview

Utilize the Working Docs section of SkySlope to stay organized. Learn how.

  Tips & Tricks

Insider Hacks for Agents

Our Customer Support and Customer Success teams curated this list of time-tested tips and best practices to help you get the most out of SkySlope. Check them out here.

How to Stay Organized in SkySlope

When managing dozens of documents for different deals, it can be difficult to keep everything orderly. This guide will help you stay organized in SkySlope, helping you get your job done faster. Learn how.

 Explore the SkySlope Product Family

The SkySlope product family was built by and for real estate professionals. We've created tools to support you from contract to close. Learn more about our entire suite of products.

	SkySlope Forms	Our fully integrated real estate forms platform helps agents secure deals quickly. Learn more about SkySlope Forms.
	DigiSign by SkySlope	Securely send documents for signature from virtually anywhere at any time to anyone. Learn more about DigiSign.
	Breeze by SkySlope	A simplified disclosure workflow for you and your clients. Learn more about Breeze.
	SkySlope Offers	Everything you need to collect, compare, and accept offers like a pro. Learn more about SkySlope Offers.
	SkySlope Books	A powerful real estate back office accounting and commission disbursement solution that makes bookkeeping simple. Learn more about SkySlope Books.

  As always, if you have any questions, please reach out to our 24/7 Support team!

• support.skyslope.com — Start a live chat!
• [email protected] — Send us an email!
• (800) 507-4117 — Give us a call!