Learning Library

ROA Technology Orientation

Intro
Okta - Your Central App Hub
Log Into Okta
Okta Dashboard
ROA Agent Dashboard - Activating Your Website
Brokerage Engine - Setting Up To Payment Details
Skyslope - Managing Transactions
Cloze - Nurturing Leads
RealScout - Share Listings and Market Data
Conclusion - ROA Support

How to Set Up Your Payment Method in Brokerage Engine.mp4

How to Set Up Your Payment Method in Brokerage Engine

Go to you Brokerage Engine account
Once logged in > Click your name at the top right
Click > Edit Profile
At the bottom left of the screen > Click "Add Credit Card"
Input full credit card details
Click "Submit"
Click "OK"

If linking a bank account directly...

Click "ACH Debit"
Add banking information and click "Submit"

Go back to Your BrokerEngine Home Screen

Click "Reports" > Commission details > CDA Settlement Preferences > Edit CDA Settlement Preferences.
In this area, you can add the address you would like your payment to be mailed to in the "Settlement Instruction" section.
If you have a different name, you would like displayed (bus name, LLC, etc) this could be entered in the "Override Name" section.
If you would like this information to be changed for all open transactions, you would need to check the box "Apply to all open transactions".
If you prefer EFT payments, bank information can be added on this same page.
Make sure to add your Bank Account Details a second time on this screen. This will make sure you're set up for incoming payments from transactions.

Agents 3 Step Process in SkySlope.mp4

How to Use SkySlope for Transactions in 3 Easy Steps

As part of your onboarding, we’d like to introduce you to SkySlope, the platform we use to manage all of our real estate transactions.

SkySlope helps us stay organized, compliant, and efficient by allowing agents and staff to upload documents, track progress, and communicate in one centralized location. Below is a quick overview of how it works and what you’ll need to do. This video includes the Agents 3 Step Process in SkySlope which you can also find in the ROA Onboarding website.

What You’ll Use SkySlope For:

Creating and managing transactions (purchase, sale, or listing files)
Uploading and organizing documents
Sending Documents to Clients
Data Management

Step 1: Drafting Documents in Skyslope

Step 2: Sending Documents For Signature

Step 3: Turning in Signed Documents for Admin Review

Video Tutorial:

https://www.facebook.com/100000576783064/videos/oa.1243385471166557/1068577581889802

Learn More

How to Get Started with Cloze

We wanted to introduce you to Cloze-- an AI-powered real estate platform focused on CRM, marketing, and lead management

Cloze automatically pulls together your emails, meetings, calls, and social media interactions, giving you a complete view of your relationships in one place without any data entry. It’s like having a personal CRM that works in the background to help you stay connected and organized.

Here's a video tutorial for Cloze that you can also find in your Onboarding Guide.

https://www.facebook.com/media/set/?set=oa.1243385471166557&type=3

Included in this video is an overview to get started, together with the common questions asked.

Learn More

How to Use RealScout to Support Your Clients

Here's another great platform that we use to help our clients find the right properties faster and with less stress.