eXp Realty — Support Resources

Created by Aubrey Finney, Modified on Wed, 28 May at 4:37 PM by Aubrey Finney

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Our Customer Support and Customer Success teams have carefully curated this list of resources to support all of eXp Realty's real estate professionals on their SkySlope journey. 




Table of Contents:

Click on the link below to jump right to that section! ⬇️


 



Order America's Preferred Home Warranty in SkySlope

SkySlope has partnered with eXp Realty to streamline the home warranty ordering process. eXp Agents can order America’s Preferred Home Warranty in just a few clicks, right from a SkySlope Transaction! After you’ve created your file, navigate to the Checklist or Contacts tab and click Order Home Warranty to get started. After the home warranty is complete, the documents will automatically be uploaded to your file. Home warranty ordering is available in all U.S. states outside of California.

Check out the resources below to learn more.




 

eXp Realty's Workplace Group

Join the official SkySlope Workplace group, moderated by eXp Realty and SkySlope. Post questions and chat with other agents just like you.


➡️  Join eXp's exclusive Workplace group.

ℹ️  View instructions to log into Workplace.



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Transition from Office Docs to SkySlope Forms

Beginning Monday, August 5, 2024, eXp Realty will begin transitioning from Office Docs to SkySlope Forms. With this transition will come several tremendous benefits. Take a look at the video below to ensure you're up to speed and ready to begin using SkySlope Forms! 


➡️ Log into SkySlope Forms to get started.


 


 

Sign Up for SkySlope Forms Training

Our Learning & Development team has created this SkySlope Forms training exclusively for eXp Realty's real estate professionals looking to take full advantage of the Forms tool. If you're ready to master SkySlope Forms, sign up for our SkySlope Forms training using the link below.


➡️ Click to Register: SkySlope Forms Training for eXp Realty 

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SkySlope Mobile App — Buyer Agreement

When you are on the go, you can use the SkySlope Mobile app to prepare and send your buyer agreement in about one minute! Take a look at the video below to learn how.

 

 


 

How to Log into SkySlope Suite

 

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With so much of our world existing online, it can be difficult to juggle dozens of logins, usernames and passwords. But with SkySlope, it should always be easy. 

To log into SkySlope, you will always use your @exprealty.com email address.


➡️ Log into SkySlope.

 


 

Getting Started with SkySlope Forms

We know that SkySlope Forms will be your new favorite tool (or it's already your favorite tool if you've been using it for a while. ?) But it's important to get off on the right foot! Use the resources listed below to ensure you complete account setup and successfully add your forms libraries.


➡️ Setting Up Your Forms Account

➡️ Customizing Your User Profile & Forms Libraries


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Sending Documents for E-Signature with SkySlope Forms

With automatic signature block placement and other time-saving features, SkySlope Forms is the fastest tool to use when preparing documents for e-signature. Don't believe us? Take a look for yourself.





Become a SkySlope Forms master. Take a look at these resources that focus on specific tasks within SkySlope Forms envelopes:


➡️ Save Time with Forms Templates

➡️ Creating and Using Personal Clauses

➡️ SkySlope Forms Tips & Tricks


 


 

Clear Your Cache and Cookies

Here at SkySlope, we do our best to keep our website up-to-date. After we release an update, you may need to clear your internet browser's history to view SkySlope in the best light. This tutorial will walk you through clearing your browser's cache and cookies and reload SkySlope to get you on your way.


➡️ Learn how to clear your cache and cookies.


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Getting Started with DigiSign

Ready to send some docs out for e-signatures? ?️ DigiSign can save you time and help you get deals closed faster. Review our Getting Started with DigiSign guide below.


➡️ Getting Started with DigiSign


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Sending Documents for E-Signature with DigiSign

All you need is your documents, your clients' names and email addresses, and you're off to the races! Check out the resources below to learn all about sending documents out for e-signatures with DigiSign.



Want to level up with DigiSign? Take a look at these resources that focus on specific tasks within DigiSign:


➡️ Creating Checkbox Groups

➡️ Work Faster with Copy & Paste

➡️ DigiSign Tips & Tricks




 

How to Reactivate Property Files

The process for reactivating Listing and Transaction files can vary depending on the file's status. If you need to reactivate a file, follow the steps outlined in the tutorial below for your file's status and type (Listing or Transaction).


➡️ How to Reactivate Listing & Transaction Files

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How to Submit a Document for Review

Once you have a fully executed document, you can submit it to eXp for review using your SkySlope Checklist! Use the resources below to learn how to submit documents for review.



More Tips & Best Practices for Submitting Documents:

➡️ Assign Docs Even Faster with Auto Split & Assign

➡️ Assign Docs Directly from the Documents Tab

➡️ Upload Using Drag & Drop



 

Browse Help Articles

If you have a question about it, chances are we've created a resource to answer that question. You can navigate to the SkySlope Support page to browse tutorials by product, or search for a particular area where you are stuck.


➡️ Browse Help Articles on the SkySlope Support Page



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As always, if you have any questions, don't hesitate to reach out to our Support team! Happy SkySloping.