How to Complete Onboarding

Created by Aubrey Finney, Modified on Thu, 1 May at 6:19 AM by Muhammad Harris

If you see this message, follow the steps below to ensure smooth sailing in SkySlope.

onboarding.png

 

Complete Account Setup

  1. Log in to your SkySlope Account.
  2. When you see the Action Required pop-up, click Continue.
  3. Select the region(s) you serve. 
  4. Click Add to select the applicable forms libraries
  5. Depending on the forms libraries you select, you may need to enter your NRDS or License Number to authenticate access.
    - If you are asked to provide a code for an association, please reach out to your brokerage; they will provide you with the necessary code.

info.png Need help? If you do not have an NRDS ID, or don't have access to any forms libraries, please reach out to our Support team and they will help you complete onboarding.

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