SkySlope is pleased to provide Client Document Replication Services (CDRS), which enables your organization to create a backup of listing and transaction documents within the SkySlope application for data compliance or retention purposes. This document will describe the product or service as well as SkySlope and your organization’s responsibilities while using the Client Document Replication Service.
For pricing and sales information, please refer to the SkySlope Order Form. This document will include the name of the service(s) and the available service options that your organization has purchased. For additional questions or to request a copy of your Order Form, please contact your Customer Success manager.
SkySlope Client Document Replication Services enables a brokerage to backup their SkySlope listing and transaction documents for compliance purposes. Many of our brokerages leverage this tool to comply with their own data retention and compliance policies. The documents backed up may contain confidential client data and we recommend that the information retained be stored securely by your organization.
This service leverages a third party cloud storage company, Box.com. With Box servers located in Toronto and Montreal, this service allows Canadian customers in Ontario and Quebec to store documents in the province, satisfying data localization requirements. Customers located outside these provinces can also take advantage of the service by utilizing the Box desktop app which will sync documents in their Box.com account directly to their desktop. When the service is enabled, an initial sync will occur copying any existing SkySlope documents to a Box.com account. Documents uploaded to SkySlope after the initial sync occurs will be copied to the Box.com account in real time.
As a customer of the Client Document Replication Services, your organization is responsible for creating and maintaining a free Box.com account. The account must be created and its respective information shared with your Customer Success manager when signing the Order Form for Document Replication Services. Your Customer Success manager does not need your Box.com password. SkySlope will copy files to the Box.com account, but it is the customer’s responsibility to download any files if necessary. The customer is also responsible for maintaining a valid SkySlope account that is in good standing.
After SkySlope receives the signed Order Form which includes your Box.com account information, the Client Document Replication Service will transfer all of your transaction and listing documents from SkySlope to your Box.com account. Within three weeks after a signed agreement, SkySlope will initiate CDRS to copy the documents to your Box.com account. Your SkySlope Customer Success manager will notify your organization when the initial sync for Document Replication Services is complete. It is the customer’s responsibility to validate that the appropriate documents reside within your Box.com account and notify the SkySlope Customer Success Manager of any issues.
SkySlope is responsible for connecting your files with the Box.com account(s) specified in the order form within three weeks after a signed agreement. The SkySlope Customer Success manager will be responsible to communicate with you once the initial document sync is complete. SkySlope Customer Support will be your first point of contact for any issues that arise after set-up is complete.
Any issue with the Client Document Replication Services will need to be reported to SkySlope Customer Support. After customer support has been notified, SkySlope will work with your organization to remedy the issue. If the problem exists with Box.com, the customer may need to work with Box.com’s support team.
SkySlope is pleased to provide Single Sign-On (SSO) services, which enable members of your organization to use a single set of login credentials to access multiple applications. The customer will need to provide SkySlope with an Identity Provider, which is a trusted provider that lets you use SSO to access other websites (Google, Facebook, and Okta are examples of Identity Providers). SkySlope will act as a Service Provider to work with the customer’s Identity Provider. This document will describe the product or service as well as SkySlope and your organization’s responsibilities when you are using SSO.
For pricing and sales information, please refer to the Order Form. These documents will include the name of the service(s) and the available service options that your organization has purchased. For additional questions or to request a copy of your Order Form, please contact your Customer Success manager.
SkySlope SSO enables brokerage members to use their existing login credentials from a third party application to log into SkySlope. SkySlope supports all major SSO standards:
To setup an SSO, the customer must provide information from its Identity Provider. For all Identity Provider types, test credentials (login / password) must be provided, to allow SkySlope to verify the completed integration. Further setup requirements vary based on the standard selected:
- Redirect URL that must be whitelisted
Once provided, we will add the details to our backlog and when complete will provide you with the callback URL and SSO login link. The customer is responsible for contacting its SkySlope Customer Success manager and setting up a date for testing the OAuth integration prior to going live with the service.
As a customer of the SSO services, your organization is responsible for all support and maintenance of the SSO service. The customer must ensure that the SSO service meets your organization’s security requirements. The customer is responsible for maintaining a valid SkySlope account that is in good standing.
SkySlope will act as a Service Provider, which is an application that can utilize the login from these external identity services to provide access as if you had logged into the application itself. Once the proper credentials have been provided by your organization, SkySlope will work with you concerning the timing and implementation. Your SkySlope Customer Success manager will be responsible to communicate with you prior to set-up to obtain the relevant credentials. SkySlope Customer Support will be your first point of contact in regards to any issues that arise due to SkySlope’s configuration of the SSO services after setup is complete.
All support and maintenance of the SSO Service will be the responsibility of the customer. Any issue with the SSO services will need to be reported to SkySlope customer support. SkySlope will work with your organization to remedy any issues that arise due to SkySlope’s configuration on the SSO services after you notify your Customer Success manager.
SkySlope is pleased to offer Broker Libraries within the Forms product. This feature enables you to provide Brokerage-specific forms to your Team members via SkySlope Forms.
For pricing and sales information, please refer to your Order Form. The Order Form describes the Broker Library product and service, as well as the responsibilities of both SkySlope and the customer while using the Broker Library. For additional questions or to request a copy of your service contract(s), please contact your Customer Success Manager or Sales Manager.
The Broker Library provides Brokerage-specific forms through SkySlope Forms. Provided forms will be made fillable by SkySlope and uploaded to the Broker Library in SkySlope Forms. The Broker Library provides data propagation across each form, access to SkySlope DigiSign signature or field placement, and access to SkySlope Forms for all users in your Brokerage. The Brokerage must have an active SkySlope subscription in order to use the Broker Library.
Fees for Broker Libraries will be provided on your Order Form. There will be a fee for the following services:
The customer must complete an Order Form and have a SkySlope account in good standing. As the customer, you are responsible for:
When documents are submitted for setup they are subject to rejection on a legal and functional basis. The Digital Millennium Copyright Act prevents us from editing the content and impacting the integrity of a submitted document in any way. All changes must be made prior to submitting to Forms.
We cannot:
Features that will cause us to reject broker forms
SkySlope is responsible for:
SkySlope will be responsible for the availability and maintenance of Broker Library forms in accordance with this service agreement.
Maintenance includes updating and replacing any brokerage-specific forms with newly provided versions after the broker has paid appropriate maintenance fees. For updates throughout the process, customers should contact their Customer Success Manager. Revised forms or updated forms must be sent to [email protected].
SkySlope will provide the following Service Level Objectives on updates or revisions:
For technical or mapping issues, please contact SkySlope Customer Support at [email protected].
SkySlope is pleased to offer Broker Edition within the SkySlope Forms (Forms) and SkySlope Digital Transaction Management (DTM) products. This feature enables you to provide additional SkySlope Form enhancements to agents within your brokerage.
For pricing and sales information, please refer to your Order Form. The Service Description describes the Broker Edition product and service, as well as the responsibilities of both SkySlope and the customer while using the Broker Edition. For additional questions or to request a copy of your service contract(s), please contact your Customer Success Manager or Sales Manager.
Broker Edition provides an enhanced feature set to users within SkySlope Forms. Users must have an active license within SkySlope DTM, under the brokerage agreement, in order to gain access to these features. Broker Edition includes Broker Library up to a set amount of custom forms as indicated on the Order Form. Please see the Broker Library Service Description for more information.
Upon execution of the Order Form, SkySlope will provide access to Broker Edition to designated contacts made by the brokerage. Only designated users will have access to the administrative capabilities of Broker Edition. Each user within the brokerage account will automatically be enabled for non-administrative features. Below are a list of features available, but subject to change:
Broker Templates
Templates are collections of forms and pre-populated data that can be applied to files, speeding up the process of agents writing offers and preparing listings.
Broker templates are enhanced functionality that allows for brokerage wide creation of templates. For brokers, it increases the usage of internal brokerage specific forms by the agents and helps get them set up more quickly by providing them already set up templates versus the agent needing to create their own templates.
Broker Clauses
Broker clauses consist of pre-set verbiage, determined by the brokerage, that agents can apply to their agreements and addenda, saving them time and reduction in errors.
Within the clause manager, agents have the ability to search, filter, and even apply multiple clauses to a form at one time.
Broker Libraries
Broker libraries consist of documents proprietary to the brokerage that SkySlope turns into fillable, mapped forms – just as we do for association forms. Mapped forms allow for data to be entered onto the form and populated across duplicative fields i.e. “property address” will fill all spaces where “property address” exists on that form and other forms in that file.
Broker libraries streamline the agent’s workflow by eliminating the need to go to multiple platforms to compile various forms for their clients.
Roles & Permissions (TC Access) – Coming Soon!
Allows for a collaborator to view, access, and work on behalf of agents within Forms. Often leveraged for transaction coordinators that submit the transactions and documents to the brokerage for the agent. Can also be used by office admin to help agents with their forms preparation and completing Digisign envelopes.
The customer must complete an Order Form and have a SkySlope account in good standing. As the customer, you are responsible for:
*Please reach out to your Customer Success Manager for more information and instruction on creating clauses.
SkySlope Is Responsible For:
SkySlope will be responsible for the availability and maintenance of Broker Edition in accordance with this service agreement. Administrators and users of Broker Edition should contact Support for any assistance or technical support.
For more information on Broker Library updates and maintenance please see service description.
For technical or mapping issues, please contact SkySlope Customer Support at [email protected].
SkySlope is pleased to provide API Services, which enables customers to input data into SkySlope and retrieve data from SkySlope via other software applications. This document will describe the product or service you have purchased as well as SkySlope and your organization’s responsibilities when you are using these services.
For pricing and sales information, please refer to the order form signed by your organization. These documents will include the name of the service(s) and the available service options that your organization has purchased. For additional questions or to request a copy of your service contract(s), please contact your customer success manager.
The API service allows members to participate in an ecosystem connecting brokerages and agents with software applications (e.g. Accounting, CRMs, Reviews, Insurance, Reporting) in order to transfer data and improve workflows.
Once the customer has reviewed the SkySlope API documentation and the Order Form (that includes the SkySlope API Terms of Use) has been completed, SkySlope will provide the customer with access to REST API endpoints and access to a sandbox environment for testing, which customers may use to perform transaction management actions involving listings and transactions in the SkySlope application. Most customers will leverage our API services to return a summary of the transaction and listing activity of a specific brokerage, office, or user. This endpoint is commonly referred to as the Bulk Export.
Brokerage Customers:
The customer must complete an Order Form and have a SkySlope account in good standing. After completing the Order Form, the customer will provide its SkySlope Customer Success manager with the following items:
Integration Partner:
An integration partner is a software vendor that plans on leveraging SkySlope REST API for all their end-users. If the integration partner intends to utilize the API Service and provide a service to their end-users, they will need to complete an Order Form and provide the following information to SkySlope:
Prior to the launch of the integration to the Integration Partner’s end-user, the partner will provide notice (at least 2 weeks prior) to SkySlope before any user communication or public announcement mentioning SkySlope and the integration partner. Integration Partner is not entitled to use the SkySlope name, logo, or brand likeness to promote the integration without the permission of SkySlope and being in the Advanced or Premium Program tiers described later in this document
SkySlope will provide access to the API documentation so the customer can determine whether the SkySlope API will help the customer achieve its goals. In addition, SkySlope will provide the following to the customer upon receiving all the information mentioned above:
SkySlope provides different program tiers to meet the needs of our various brokerage customers and integration partners.
The BASIC tier allows the customer to connect to the APIs with one SkySlope account while also providing access to a test account and basic level support.
If more is needed, the ADVANCED tier provides all of the above as well as additional support, advertising opportunities, and the ability to work with two to four SkySlope accounts.
The PREMIUM tier is available for those who wish to use the APIs with five or more SkySlope accounts and gives access to additional support and marketing opportunities.
Please reach out to our sales team for pricing: [email protected]
SkySlope will be responsible for the availability and maintenance of its API in accordance with this service agreement. Integration partners and brokerages should contact SkySlope Customer Support regarding any technical issues involving the API.