Step by Step Process Guide Agent Handbook SkySlope
Contact Us — www.skyslope.com support.skyslope.com
Follow Us — www.skyslope.com/blog www.facebook.com/skyslope
Content
2 Create Listing File
3 Submit Documentation
• How to Upload Document(s) • How to Attach Document(s) to Checklist
5 Submit Corrected Documentation • How to Remove Incorrect Documents • How to Upload Corrected Document(s) • How to Attach Corrected Document(s) to Checklist
8 Withdraw Listing
9 Convert Listing Status
10 Create Transaction File in SkySlope
11 Submit Transaction Documentation • How to Upload Document(s) • How to Attach Document(s) to Checklist 13 Submit Corrected Documentation • How to Remove Incorrect Documents • How to Upload Corrected Document(s) • How to Attach Corrected Document(s) to Checklist
16 Cancel Transaction
1
Create Listing File
1. Click Create Listing 2. The first few times you create a listing, you’ll be introduced to Skye > click Enter the Listing 3. Enter the property address > select the best match from the Google map search results > click Let’s Go Note: If the correct address does not populate, or if your file doesn’t have an address > click Switch to Manual Entry > enter the address 4. Select the correct type of listing > click Next Question Note: The type of listing chosen will dictate the list of documents you’re required to upload for that file type. 5. Enter the list price > click Next Question 6. Enter the listing commission and sales commission Note: The system will default to entering commission as a percentage, click Switch to Flat Rate to enter a dollar amount (if applicable).
7. If co-listing the file with another Compass agent > click Add Co-Listing Agent to share the file with the co-listing agent > click Next Question 8. Enter the listing date and the expiration date by using the calendar picker or follow the MM/DD/YYYY format > click Next Question 9. Enter the year built > click Next Question 10. Enter the name(s) for your seller(s) > click Next Question Note: if selling the property for a company > click Switch to Company Seller 11. Verify the summary of the information you’ve entered > click Create my Listing
2
How to Upload Document(s) 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to upload the correct document(s) Method 1: Property Email Address 1. Copy the property email address at the top of the file 2. Go to your personal email > locate the correct email with document(s) attached > select forward 3. Paste the property email address in the TO field 4. Send 5. The document(s) attached will upload to the Documents tab of the file Submit Documentation
Method 2: Bulk Upload in Documents Tab 1. Click the Documents tab 2. Click Upload Document 3. Select document(s) from your computer that you need to upload 4. Click Open 5. The document(s) will upload to the Documents tab of the file Method 3: Drag and drop in Documents Tab 1. Click the Documents tab 2. Drag desired document(s) and drop in document list 3. The document(s) will upload to the Documents tab of the file
3
Submit Documentation How to Attach Document(s) to Checklist 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to attach document(s) to the Checklist Method 1: Attach from Checklist Tab 1. Click the Checklist tab 2. Click Attach to the right of the Checklist item you wish to attach 3. Click Assign to the right of the correct document Method 2: Assign from Documents Tab 1. Click the Documents tab 2. Check the box to the left of the document you wish to assign 3. Click Assign at the top of the document list 4. Select the correct Checklist item you wish to assign to from the drop-down menu 5. Click Assign
Method 3: Split and Assign 1. Click the Documents tab 2. Click Split to the right of the correct document 3. Reference the document preview to the right 4. Enter the document name and the correct page range 5. Repeat steps above for all necessary documents 6. Click Split and Assign in the top right
4
1. After your Transactions Team has reviewed your file, they’ll send a SkySlope Checklist Reviewed email including a status of each submitted Checklist item 2. Any checklist item with a status Incomplete needs to be corrected, and re-submitted Note: Incomplete Checklist items will have comment(s) to the right explaining why they have not been accepted. How to Remove Incorrect Documents 1. Use the magnifying glass in the top right to locate the correct file 2. To the right of Incomplete Checklist item(s) > click the X to remove the incorrect document(s) Submit Corrected Documentation
5
How to Upload Corrected Document(s) 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to attach document(s) to the Checklist Method 1: Property Email Address 1. Copy the property email address at the top of the file 2. Go to your personal email > locate the correct email with document(s) attached > select forward 3. Paste the property email address in the TO field 4. Send 5. The document(s) attached will upload to the Documents tab of the file Submit Corrected Documentation
Method 2: Bulk Upload in Documents Tab 1. Click the Documents tab 2. Click Upload Document 3. Select document(s) from your computer that you need to upload 4. Click Open 5. The document(s) will upload to the Documents tab of the file Method 3: Drag and drop in Documents Tab 1. Click the Documents tab 2. Drag desired document(s) and drop in document list 3. The document(s) will upload to the Documents tab of the file
6
How to Attach Corrected Document(s) to Checklist 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to attach document(s) to the Checklist Method 1: Attach from Checklist Tab 1. Click the Checklist tab 2. Click Attach to the right of the Checklist item you wish to attach 3. Click Assign to the right of the correct document Method 2: Assign from Documents Tab 1. Click the Documents tab 2. Check the box to the left of the document you wish to assign 3. Click Assign at the top of the document list 4. Select the correct Checklist item you wish to assign to from the drop-down menu 5. Click Assign Submit Corrected Documentation
Method 3: Split and Assign 1. Click the Documents tab 2. Click Split to the right of the correct document 3. Reference the document preview to the right 4. Enter the document name and the correct page range 5. Repeat steps above for all necessary documents 6. Click Split and Assign in the top right
7
Withdraw Listing
1. Use the magnifying glass in the top right to locate the correct file 2. Open the file > click Withdraw Listing at the top right 3. In the pop-up window, enter reasons for withdrawal > click Withdraw Listing 4. The file will now live in Canceled Listings Pending Approval until your Transactions Team reviews the file 5. Once reviewed, the file will live in Canceled Contracts
8
Convert Listing Status
1. When an offer is accepted on your listing > use the magnifying glass in the top right to locate the correct file 2. Click Accepted Contract at the top right of the Checklist tab Note: After clicking Accepted Contract, the file will convert from a listing file to a transaction file. 3. Complete the required Transaction information > click Next on the lower right 4. Complete the required Contact information > click Submit at the top right 5. Complete the required Commission information > click Submit at the top right
9
1. When an offer is accepted for your buyer > click Create Transaction 2. In the pop-up window, enter the property address > select the best match from the Google map search results 3. Complete the required Transaction information > click Next on the lower right 4. Complete the required Contact information > click Submit at the top right 5. Complete the required Commission information > click Submit at the top right Create Transaction File in SkySlope
10
How to Upload Document(s) 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to upload the correct document(s) Method 1: Property Email Address 1. Copy the property email address at the top of the file 2. Go to your personal email > locate the correct email with document(s) attached > select forward 3. Paste the property email address in the TO field 4. Send 5. The document(s) attached will upload to the Documents tab of the file Submit Transaction Documentation
Method 2: Bulk Upload in Documents Tab 1. Click the Documents tab 2. Click Upload Document 3. Select document(s) from your computer that you need to upload 4. Click Open 5. The document(s) will upload to the Documents tab of the file Method 3: Drag and drop in Documents Tab 1. Click the Documents tab 2. Drag desired document(s) and drop in document list 3. The document(s) will upload to the Documents tab of the file
11
Submit Transaction Documentation How to Attach Document(s) to Checklist 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to attach document(s) to the Checklist Method 1: Attach from Checklist Tab 1. Click the Checklist tab 2. Click Attach to the right of the Checklist item you wish to attach 3. Click Assign to the right of the correct document Method 2: Assign from Documents Tab 1. Click the Documents tab 2. Check the box to the left of the document you wish to assign 3. Click Assign at the top of the document list 4. Select the correct Checklist item you wish to assign to from the drop-down menu 5. Click Assign
Method 3: Split and Assign 1. Click the Documents tab 2. Click Split to the right of the correct document 3. Reference the document preview to the right 4. Enter the document name and the correct page range 5. Repeat steps above for all necessary documents 6. Click Split and Assign in the top right
12
1. After your Transactions Team has reviewed your file, they’ll send a SkySlope Checklist Reviewed email including a status of each submitted Checklist item 2. Any checklist item with a status Incomplete needs to be corrected, and re-submitted Note: Incomplete Checklist items will have comment(s) to the right explaining why they have not been accepted. How to Remove Incorrect Documents 1. Use the magnifying glass in the top right to locate the correct file 2. To the right of Incomplete Checklist item(s) > click the X to remove the incorrect document(s) Submit Corrected Documentation
13
How to Upload Corrected Document(s) 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to attach document(s) to the Checklist Method 1: Property Email Address 1. Copy the property email address at the top of the file 2. Go to your personal email > locate the correct email with document(s) attached > select forward 3. Paste the property email address in the TO field 4. Send 5. The document(s) attached will upload to the Documents tab of the file Submit Corrected Documentation
Method 2: Bulk Upload in Documents Tab 1. Click the Documents tab 2. Click Upload Document 3. Select document(s) from your computer that you need to upload 4. Click Open 5. The document(s) will upload to the Documents tab of the file Method 3: Drag and drop in Documents Tab 1. Click the Documents tab 2. Drag desired document(s) and drop in document list 3. The document(s) will upload to the Documents tab of the file
14
How to Attach Corrected Document(s) to Checklist 1. Use the magnifying glass in the top right to locate the correct file 2. Use one of the following methods to attach document(s) to the Checklist Method 1: Attach from Checklist Tab 1. Click the Checklist tab 2. Click Attach to the right of the Checklist item you wish to attach 3. Click Assign to the right of the correct document Method 2: Assign from Documents Tab 1. Click the Documents tab 2. Check the box to the left of the document you wish to assign 3. Click Assign at the top of the document list 4. Select the correct Checklist item you wish to assign to from the drop-down menu 5. Click Assign Submit Corrected Documentation
Method 3: Split and Assign 1. Click the Documents tab 2. Click Split to the right of the correct document 3. Reference the document preview to the right 4. Enter the document name and the correct page range 5. Repeat steps above for all necessary documents 6. Click Split and Assign in the top right
15
Cancel Transaction
1. Use the magnifying glass in the top right to locate the correct file 2. Open the file > click Cancel Transaction at the top right 3. In the pop-up window, enter reasons for cancellation > click Cancel Transaction 4. The file will now live in Canceled Transactions Pending Approval until your Transactions Team reviews the file 5. Once reviewed, the file will live in Canceled Contracts
16
Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18Made with FlippingBook Proposal Creator