Check out some of the latest features released for SkySlope, DigiSign, Books, and more. Close deals faster with over 20 product updates to accelerate your workflow and make everyday tasks easier. (Specifics may vary based on region and configuration.)
- Manual Reviewer Assignment – Those with auditor and manager permissions can now designate specific team members to be the reviewers of individual listings or transactions.
- Duplicate Transactions and Listings – Easily clone listings and transactions to eliminate redundant data entry and increase accuracy.
- Expanded Representation Type Selection – Tag files and transactions with more specific representation types, including “lease tenant,” “landlord-tenant,” and more. Reach out to your customer success manager for more information.
Enhancements still rolling out…
Innovative, new features, tested and vetted by real SkySlope users, that are set to roll out to more accounts soon.
- Auto-Split and Assign evolved – Auto-Split and Assign no longer just splits and names uploaded document packets, but now automatically assigns them to your correct checklist.
- New Experience for Create Transaction – A simplified “create transaction” experience, with fewer data fields, significantly speeds up the time it takes to create a transaction.
- New Home Screen for Agents – A new landing page with a more powerful search bar delivers matching data results from SkySlope listings and transactions, Forms, DigiSign, and Breeze.
- Condensed Buyer Agreement Creation – Quickly start Buyer Agreements and collect signatures using the new optimized workflow: ‘Start Buyer Agreement’ available on the SkySlope Forms homepage.
- Download Editable PDF – Download a blank or partially filled Form to edit it inside PDF form editors.
- Auto-Update Templates – Whenever your association publishes a new version of a form, it now automatically updates within your personal and brokerage templates.
- Email from Forms – Email directly out of SkySlope Forms to increase traceability and allow third parties to quickly join the review process.
- Download Watermarked Forms – Download watermarked Forms for printing or emailing as an attachment.
Broker Edition – Forms
- Brokerage-wide Buyer Agreement Visibility – Designed exclusively for brokers, this new view gives you early insight into agent activities, enhancing your ability to manage agreements and internal processes quickly and efficiently.
- Manage User Permissions – Template and Clause Manager – Brokers can now turn on and off permissions for team members to create and manage brokerage clauses and templates.
New for Forms Mobile
- Buyer Agreement Voice Commands – iOS users in California and North Carolina can now fill and file a Buyer Representation and Broker Compensation Agreement using only their voice. Simply say “Start a buyer representation form” to get started.
- iOS Lightning Fill – A new mobile-optimized, quick input screen allows you to fill in commonly used fields in a more convenient, full-screen format.
- File Sharing for Android – Agents using the mobile app on Android can now invite TCs, admins, and other office staff to collaborate with them on files.
- Save Signature – A timesaving no-brainer that allows you to save a signature drawing or style to your profile. eliminating the need to recreate a signature every time you log in.
- QuickBooks Integration – Bills and invoices created in Books will sync to your business’s QuickBooks account.
- 1099 Improvements – 1099 tax reporting is now available in Books.
- Enhanced Commission Rule Customization – Customize commission rules to accommodate commissions that increase in percentage once a certain dollar threshold is reached.
- Faster Payments with Payload – With Books’ new transition to Payload.co, you can expedite payments to your partners and agents and also receive payments faster.
- Approval Workflow Improvements – Improvements to the Books interface give you access to more information at a glance. Make edits without clicking into “edit” mode.
