Updates For Agents
Pre-Contract Enhancements – We’ve made ongoing improvements to the pre-contract process to make things smoother and faster for you.
SkySlope Mobile App
Form-Filling Improvements – Enjoy an improved experience for filling out and sending forms on your phone, with mobile-friendly layouts and new features that reduce clicks.
Ongoing Improvements to Buyer Agreement Flow – We’re continuing to improve the pre-contract flow in the iOS app to make the experience even better and easier to use.
FaceID Login – Log into the SkySlope app faster with face recognition.
Auto-Save User Profile Info – Auto-filling missing fields in the Forms user profile based on info entered in a file or on a form. A complete user profile saves the user from duplicate data entry when starting new files.
Buyer Representative Enhancements – When sending DigiSign envelopes with a Buyer Agreement, a default subject line and email body are automatically generated for you—making the signing process faster and easier.
CAR Disclosure Are Now Available
Seller Property Questionnaire (SPQ)
Transfer Disclosure Statement (TDS)
Solar Advisory and Questionnaire (SOLAR)
Exempt Seller Disclosure (ESD)
Updates For Brokers
Leaderboard – Brokers can now easily track agent compliance and create a fun, competitive atmosphere with a ranked report that shows how many Buyer Agreements each agent has completed.
Batch Printing Checks – You can now print checks faster with our new batch processing feature that allows you to print checks in bulk—no need to click into each transaction’s details.
Improved Reporting
-
1099s
You can now easily edit agents’ income breakdowns and adjust totals in your 1099 reports. -
Agent CAP & Performance Report Enhancements
New layouts make it easy to check key data and see agent performance at a glance.
-
New Trade Sheets
Books now generates customized trade sheets for brokers and agents to simplify financial management.
-
Comparative Reporting
You can now compare balance sheets for even deeper financial insights.
