In order to get your Assistant/TC set up with Skyslope you will need to email Celeste Beam @ Celeste.Beam@exprealty.net. She will need a personal email address for the person you’re wanting to be the assistant. Once received, she will get their account set up and will send your form to Accounting to set up billing. There is a one time $25 set up fee and it is $25/month thereafter. Note: The agent whom the TC is set up for is responsible for the monthly fee and set up fee.
Please see the Skyslope Assistant instructions below so you know what an Assistant can and cannot do in Skyslope. Let me know if you have any further questions.
Here is the link for the application that will need completed. https://uploads.virbela.com/eXp/chat/assistant_monthly_tech_fee_agreement.pdf?versionId=K2DQ7yvPwkDesO9R7XCxH07_lgHWJGSi
Please complete and send to: celeste.beam@exprealty.net
FOR TEAMS ONLY: If you are on a team & more Agents have been fully onboarded and you need access to their files, please send me a list and I will update them. Also see the instructions below on how to view your team's transactions:
Skyslope Specifics:
“TC Access” = Transaction Coordinator Access in Skyslope
The TC will get an account in Skyslope created with their personal email address
They do not get an EXP address
Unless they are an EXP Agent, then ask for further information or see below
TCs are able to create Skyslope files on behalf of the agent
TCs cannot see or access any file they did not themselves create for the agent, unless they are directly shared on that file
If the agent started the file already, they can add the TC in the "co-agent" field this will share the file with them for them to manage
If the TC starts the file, they and the agent retain access
There is no limit to how many co-agents can be added to a file and it should not affect how the commission gets paid out
The Assistant does not contact Support on behalf of the agent. The Agent can contact Skyslope support direct via chat or at 1-800-507-4117 Option 4
For training, you can take an online Skyslope courses at the link below: https://exprealty.workplace.com/notes/exp-university-on-demand-library/on-demand-library/648920345552344/
There are courses twice a week in World, calendar here: https://expcloud.com/ or our explore guide has everything about EXP and all of the other info you may need: https://explore.exprealty.com/
You may access a 2-week temporary World pass here: https://inviteaguest.exprealty.com/ To extend this pass if you’re only a TC and not a licensed agent with us, Tech Support or Onboarding can do that as well.