Admins, Auditors, Office Managers and Brokers — welcome to SkySlope! We are your end-to-end solution for real estate transaction management. This resource has been carefully curated to ensure you get off on the right foot, providing quick links to guides on the most essential workflows in SkySlope. Click on any link below to jump to a specific section or dive right in from the top.
Getting Started for Admins
Click on a link below to jump to that section. ⬇️
- Training Opportunities
- Create Files
- Manage Files
- Audit Files
- Manage People
- Manage Checklists
- Manage Brokerage Resources
- 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.
Create Files
Creating files in SkySlope is primarily the agent's responsibility. However, admins can still follow the steps outlined and create files if necessary.
Create a Listing
To add a seller-represented file, create a Listing file in SkySlope. Learn how.
Create a Transaction
Depending on the deal's status, create either a pre-contract or an under-contract Transaction file.
Manage Files
Convert a Listing to Under Contract
When a Listing goes under contract with an accepted offer, you will convert the Listing into an under-contract Transaction. Learn how.
Cancel a File
The steps for canceling files are very similar but vary slightly by file type.
- Withdraw a Listing: Learn how.
- Cancel a Transaction: Learn how.
- Cancel a Transaction and Reactivate the Listing: Learn how.
- Approve Cancellation on a Canceled/Pending File: Learn how.
Close and Archive a File
Depending on your office's unique workflow, you may want to mark your file as Closed or Archived.
Audit Files
Audit a Checklist
After an agent submits documents to their Checklist, you will review them for compliance. Learn how.
Quick Audit Mode
Level up your Checklist review using Quick Audit. Learn how.
Using Update Agent
Utilize the Update Agent tool to quickly send your Agents a snapshot of their reviewed Checklist. Learn how.
Filter by File Reviewer
The File Reviewer filter allows you to quickly and easily review the files that need your attention. Learn how.
Manage People
Manage Users
Setting Up Team Accounts
If you have a group of agents working as a team, check out our best practices for creating team accounts in SkySlope. Learn more.
Roles within SkySlope
There are several different account roles available in SkySlope. Learn more.
Manage Checklists
Create a New Checklist
Create a new Checklist for your office or brokerage. Learn how.
Edit Items on a Checklist
You can change items on a Checklist, such as the name or whether or not they are required. Learn how.
Adding Items to an Existing Checklist
In just a few clicks, you can add additional items to an existing Checklist. Learn how.
Sharing Checklists Across Offices
To save time, you can easily copy a Checklist from one office to another. Learn how.
.png)
Manage Brokerage Resources
Generating Reports
Use SkySlope transaction management reports for a big-picture look at your deals in SkySlope. Learn how.
Multi-Stage Review
Your office can create and apply file stages to streamline the auditing process. Learn how.
Using the Rejected Offers Folder
Use the Rejected Offers folder in Working Docs to group and store rejected offers. Learn how.
Create a New Office
Create a new office in just a few clicks. 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 your brokerage 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!