Complete Your SkySlope Onboarding

Created by Aubrey Finney, Modified on Tue, 9 Jun at 6:59 AM by Aubrey Finney

Welcome to SkySlope! This guide walks you through everything you need to hit the ground running — from logging in for the first time to building out your account and getting your team set up. We've kept it focused and straightforward so you can work through it at your own pace and launch with confidence.



Customize Your Brokerage Account

Before you and your agents can start creating files in SkySlope, there are a few account setup steps to knock out first. Let's take them one at a time.


Step 1—Access Your Account

First things first, ensure you're able to log into your account. Your "Welcome to SkySlope" email includes your login email address and a link to create your password.

SkySlope Login Page: app.skyslope.com  (Bookmark this page for easy access!)

If you don't see your welcome email in your inbox, no worries — just head to the SkySlope login page and click Forgot Password to set up your password and get in.



Step 2—Upload Your Brokerage Logo

The company logo can be uploaded from the primary broker's account. Follow the instructions to upload your logo. For the best results, we recommend these dimensions for your logo: 428 x 144 pixels.

How to Upload Your Logo 



Step 3—Build and Upload Your Agent Roster

To quickly create accounts for all of your agents and admins, you will add all of their names, email addresses, and account roles to your company roster. Click here to review a sample roster, and click here to view account roles available in SkySlope. Once you've created your roster, follow the instructions for uploading multiple users to your roster. 

How to Upload Your Roster



Step 4—Create and Upload Your Checklists

Your SkySlope Checklists are the backbone of your account. Agents will rely on the Checklist to know which documents are required to submit for compliance review based on their transaction type. You will build out your company checklists for each transaction type (listing sold, lease, commercial sale, etc.) inside of SkySlope. Click here to view a sample Checklist spreadsheet. Here are some resources to help you get started:

Checklist Overview 

How to Create Checklists 



Become a SkySlope Expert

Want your whole office running like a well-oiled machine? SkySlope's agent and admin trainings have you covered. Dig in at your own pace and turn your team into SkySlope aficionados in no time.


TypeTopicsDurationRegister
Admin/Broker Training
Navigating SkySlope, using Quick Audit, managing office Checklists, Admin tools, and other resources to get started.
22 min
Watch on-demand
Agent TrainingCreate files for Seller and Buyer-side workflows and submit documents for compliance review.48 minWatch on-demand
SkySlope Forms TrainingPrepare and execute forms, create files, and submit documents for compliance review.63 min
Watch on-demand



Additional Resources

Use the links below to quickly access how-to resources for agents, admins, and for our other products.



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