app.skyslope.com
Agent Notes
Support:
https://skyslope.zendesk.com/home - online instruction videos/webinars
(916) 560-1815 – 24/7 Customer Service
Friday Webinars:
https://skyslope.zendesk.com/entries/77700553-Free-Friday-Webinar-Information
“My Skyslope” Profile Set-up
Locate the “My Skyslope” Tab in upper right corner
First Tab is Personal Information:
Verify Name and Email
Set up any other information you would like.
Alternate Email ID is if you have an outside Transaction Management Coordinator working for you – this
is how you would give them access. Then at the bottom you check Allow TC Access.
Be sure to click on Submit Button before exiting.
Next is Notification Tab:
Do you want notifications for new files, tasks, documents uploaded?
If yes, select which notifications you would like to receive.
Be sure to click on Submit Button before exiting.
Next is Signature Tab:
It is recommended to use your email signature (Copy and Paste)
example:
Thank You!
Angela Agent
Solutions Real Estate
Office: (480) 555-1212
[email protected])
Be sure to click on Submit Button before exiting.
Next is Change Password Tab:
Here you can create a new password
Be sure to click on Submit Button before exiting.
Skyslope File Numbering System Entered By Admin Staff
*We will be inputting the File Number for you DO NOT CHANGE THE NUMBER as it matches the Back Office
System where Closing Packages are processed and Commissions are paid**
Basics from Search Page
At any time to get back to the Home Page click on Icon in upper right corner saying Home or upper left
corner Solutions Logo
To search for Files click on the appropriate Tab (Manage Listings or Pending Transactions) and
begin typing in address.
You can search for your Archived Files through the Access Archive Tab
You can also search for Canceled Contracts
Creating a File
You will still need to use the Listing Cover Sheets when opening your listings. On the Purchases you can either
use the Purchase Cover Sheet as you have in the past or you can use the Transaction Summary Button to
create a Cover Sheet you will then save and Upload into the Cover Sheet Placeholder.
For Listing Click Create Listing and Fill in all areas in RED. Please try to put in as much information as you can.
You can either search for your Property by entering Address, MLS and State or Clicking “X” and manually
inputting. The same will go for Creating a Transaction.
Remember if you represent the Seller you will have already have created your listing so you will want to find
that Listing in Manage Listings to convert it into a Purchase. If you ONLY represent the Buyer you will Create
Transaction.
If you are Co-Listing only one of you will open the File so be sure to decide that before you both enter a File.
If you are a Dual Agent and it is your File continue as normal with converting. If you represent one side and
another Agent represents the other you will both need to create your own File.
Solutions Disclosures Available in Skyslope
Go to Home Page
Click on Working Documents (see above)
Click on Office Docs
Click on General Disclosures
List of all Solutions Disclosures shown
Single Click on PDF to view the document in each placeholder
May print or save from document or email/send by using hovering in bottom middle or bottom right of
document to bring up Print or Save Option Bar
When done, click X in top right corner
To Upload a Document to a Placeholder
Way 1Direct Upload
Search for File (To search for Files click on the appropriate Tab either Manage Listings or Pending
Transactions and begin typing in address.)& Double Click to Open File. Then click on Checklist Tab.
Locate applicable empty placeholder (no paperclip and may or may not say required)
Single Click on attach
Click Browse File
Find Document on your computer
Click Start Upload
Once saved, Click on the Paperclip and view the document to make sure it uploaded correctly. Close.
Way 2 Email
Copy email address on the Transaction page once the file is opened – it will look similar to this with the
Property Address [email protected] then go to your email where the document is and
forward using the [email protected] property specific email that goes with your file. The
Document will go in to the Document tab in that specific file. This will save the download to the file but
not the designated Placeholder. You must upload.
Way3 Multiple Upload
You can do a multiple upload from the Document Page in your File by clicking Upload Document – it will
then open up your Document Folder and let you select multiple Documents for upload. This will save the
download to the file but not the designated Placeholder. You must upload.
Way 4 FaxCover
From any page in the Top Right of the File you will see a Fax Cover you can print and send to the Client
who will in return fax back to the number located on the fax which will then be directed into the specific
Property File. *Note: this Fax Cover can only be used ONCE but you can generate new ones by clicking
the Fax Cover Button again”. This will save the download to the file but not the designated Placeholder.
You must upload.
If Wrong Document put in Placeholder (or need to add another page to it)
Either the Broker will reject the Document or you can upload a new Document immediately in to the
same placeholder. Then when you click on the paper clip it will open a box showing 2 Documents. You
can click on the X to delete the incorrect Document.
To Email a Document from the Document Tab
In the Document Tab locate the appropriate Document (s) and place a check next to them. Then in the
right hand corner click on email. Add Parties, Complete Email with subject & body and then Click Send
Splitting a Document
Using methods 2, 3 ,or 4 for uploading above go in to the Document Tab
Find the Document and click Split
Individual pages show up on right - Placeholders show up on left
Begin typing the name of the placeholder in on the left and select appropriate one. You will then select
the page numbers related to that document.
Digisign
Follow the Instructions below