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
Video Tutorial:
https://www.facebook.com/100000576783064/videos/oa.1243385471166557/1068577581889802
1. Click Create on the left hand side.
2. Fill out client and property specific information
a. For Primary Client details:
-- if the client is selling his property on behalf of his LLC - make sure to click the box below.
-- Click on Additional Contact if there are additional selling parties involved.
b. For Property Details :
-- If this property were entered into MLS - you can just click on the Import MLS Data tool to populate the information.
3. Name your File
4. Choose your Template and Click on Create
1. Click on the Forms you'd like to send to your client
2. Click on Fill and Send
3. Fill on the details that needs to be completed
Note: Click on the Mark Up tools on the upper corner of the page which allows you to highlight certain areas that need to be emphasized.
4. If you'd like your documents to be sent to someone for review first - you can click on the envelope icon on the top right corner .
5. If the document is good to be sent - click on prepare for signature
6. Check on the action required if needs to be updated to only receive a copy or no action needed then Hit Next
7. Edit the email subject if necessary and Click on Send for Signature.
Click on Apps from the upper corner to go back to the Transaction Page
1. Click on Create New -- Choose between Create Listing or Create Transaction
a. Create Listing if you're working with a Seller
b. Create Transaction if you're working with a Buyer
2. Click on the File you're working in
3. Choose the Type of Listing
4. Fill out the details needed
5. Click on Create my Listing
It will automatically go to the Checklist Area.
Note : Anything labeled Red and required means it must get turn in in order for you to get paid.
Anything labeled in Blue means it may not apply to each and every transaction.
Click on the Attach button to attach any documents to the checklist.
This will automatically notify the admin that documents have been submitted to the checklist for review and approval.
You will receive feedback directly to your email once review has been done.