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Agent Portal
SkySlope is the transaction management program we use to process transactions with clients smoothly and professionally. It is a cloud-based, paperless filing system where you can upload and store all active contracts. Your Office Manager will review your submitted files, check for compliance, and then send closed files to accounting for payment and processing.
How Do I Access SkySlope?
Log into www.skyslope.com. If you do not remember your password, please click "Forgot Password?" above the blue "Sign in" button. If you do not have any log in credentials, please email our in-house Tech Team at help@rmxexecutive.com.
SkySlope Forms is a separate section within SkySlope that allows you to efficiently add / create forms and send them out for signature. Once you type in certain info (client name, listing address, escrow account, etc.), it automatically enters that info where needed on the rest of the forms you have. AKA, no typing in the same info a hundred times into each separate form! Each form automatically has signature and date boxes where necessary. SkySlope Forms is integrated with DigiSign, so if you need to edit a form of your own, you can certaintly do so. Once a set of forms is sent to a client, you can track its history and send signing reminders if needed!
How Do I Access "SkySlope Forms"?
It can be accessed by logging into your SkySlope account, clicking on "Apps", and then "Forms". See a video below for navigation guidance.
Training Videos & guides
Process:
Forms & Signage:
Forms & Signage:
-Create File
-Create/ Add Template
-Create Envelope
-Send For Signature (DigiSign)
Transaction Management:
-Sync File To Transaction / Listing
-Complete Required Checklist
-Get Paid!
SkySlope Forms Steps
Do you need to obtain a Secondary Membership for SC? You will not have access to SkySlope Forms for SC if not...Click here for instructions and pricing!
1
2
Set Up Your Account
Creating Your First File
-
Step-By-Step Printable Guide
-
Where Do I Find SkySlope Forms?
-
Step-By-Step Printable Guide
-
How Do Fill Out The Forms?
3
Fill Out Forms
4
5
Create Templates
Sending Envelopes &
Tracking Progress
6
Connect Forms To A
Transaction / Listing
-
Step-By-Step Printable Guide
-
Finding Our Company Required Forms
-
Template Cheat Sheet
SkySlope Steps
6
Sync Forms File To A Transaction
Or Listing
7
Complete Checklist Requirements For Admin Review
8
Get Paid!
The checklist is reviewed and accepted by your office manager. She will close the transaction and submit it to accounting for processing. An EFT document which shows the breakdown of fees will be added to the “Documents” tab of that SkySlope file.
The process takes up to 48 hours; from the time the transaction is closed, to payment hitting your bank account!
Other Videos & Guides
Company-Wide Training
(SkySlope Forms)
Sending to Signer on Behalf of an Entity / Trust
How to Sign The Residential
Property Disclosure Form
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