Skyslope Doc Compliance System
eXp uses Skylope for compliance to keep track of all transactions. We've gathered the most important "Get Started with SkySlope" guides, so all of the basics are right at your fingertips. There are more FAQ and help items here.
How to Create Transactions in Skyslope
Create a Transaction
You’ll need to create a Transaction within SkySlope when you’re representing the buyer or tenant of a property. When creating your Transaction, you will input some basic information (such as the acceptance date, agreed price, your buyer’s name and contact information, and commission information). Once you’ve submitted this information, you’ll be taken to the Checklist for that file.
Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Transaction, such as “lease” or “traditional sale”). The documents on the Checklist that are listed as Required have to be uploaded and submitted for review before your office is able to close our SkySlope Transaction file. The guide linked below will show you how to create a Transaction.
In each file you create in SkySlope, there will be a list of required documents to be uploaded and submitted to for review. There are a few different ways to upload documents into SkySlope. Take a look at the following guide to see the different upload methods, and give it a shot to determine which best fits your work-flow.
Split & Assign
Sometimes you’ll end up with large packets of documents that are all in a single PDF that need to be split into smaller PDFs and placed on the Checklist. For example, you sent your Listing Agreement, Seller’s Disclosures, and Lead Based Paint Disclosure all in the same DigiSign envelope to be signed. When it’s signed, they’ll all come back as one PDF, but those three documents all have different spots on the checklist. You can use our Split & Assign feature to split them up and assign them directly on the Checklist. Keep reading to learn how.
Quick Skyslope Tip - Split Documents When Uploading
How to Forward Skyslope Emails to Your Transaction Coordinator
Add them as a Forwarding address in Gmail
Click on the settings icon at the top right, then All Settings
Click on Forwarding
Add the forwarding address and submit to them for approval
They need to click the link in the email they receive to give permission to forward emails
Copy and paste this whole text below in the search bar to start the filter:
firstname.lastname@example.org OR @skyslope.com OR email@example.com
Type that into the search bar and hit Enter on your keyboard
Click the filters icon in the search bar
Click "Create Filter"
Choose the Forward to then from the dropdown select your TC
Consider adding a folder/tag for the emails to go into to help keep your email organized
Save the filter and you're done. From now on emails will forward!
Create a Listing
Create a Listing:
You'll need to create a Listing within SkySlope when you're representing the seller or landlord of a property that is for sale or for lease. When you're creating your Listing, you will input some basic information (such as the listing & listing expiration dates, list price, seller's name(s) and contact information). After you've submitted this information, you'll be taken to the Checklist for that file.
Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Listing, such as “lease” or “listing”). The documents on the Checklist that are listed as Required have to be uploaded and submitted for review before you’re able to “Accept a Contract” within SkySlope, and convert your Listing file into a Transaction file that your admins can close out. This guide will show you how to create a Listing.
Convert a Listing:
Once you’ve created a Listing in SkySlope and your sellers have accepted an offer on the property, it’s time to convert your Listing into a Transaction. You have to convert your Listing into a Transaction for your office to be able to close your SkySlope file at Close of Escrow. Take a look to see how to properly convert your file.
Cancel Transaction and Re-Activate Listing:
When you’re representing the seller, sometimes the buyer backs out and you need to cancel the Transaction file. However, since your Listing is still active, we don’t want to cancel the whole file. In this case, what we want to do is cancel the Transaction file and reactivate the Listing file. This will allow us to accept a few offer on the property. This guide will show you how to do just that.
Cancel a Transaction or Withdraw a Listing
Cancel a Transaction
Sometimes, deals fall through. Buyers back out. When this happens, you’re going to want to cancel your Transaction. The guide below will show you how to cancel your SkySlope transaction.
Withdraw a Listing
If you’ve created a Listing within SkySlope that didn’t sell and your sellers didn’t renew the Listing Agreement, most likely you will need to withdraw your Listing. When you withdraw your Listing, it will be moved to a “cancelled pending approval” status, which means you’re waiting for an admin to approve the cancellation and move it into the Cancelled Contracts section of SkySlope. This guide will show you how to withdraw your Listing.