SkySlope 101 - Checking if a TC is Being Used

SkySlope 101 - Checking if a TC is Being Used

It is part of our job to manage our office’s SkySlope. We will review and manage transactions*, add new agents, deactivate agents, etc. 

We will review and manage checklists for agent’s files NOT using Premier Transaction Services. Click here for a breakdown of basic daily tasks and where to find training videos for SkySlope.
 

How to Check if a Transaction Coordinator is Being Used

 For a Listing/Listing Sold (We’re representing the Seller):

  1. Log into SkySlope
  2. Select Manage Listings on your home page



  3. Double click on the Listing in question
  4. Click on the Checklist tab



  5. Slot #1 is the Marketing Menu, click open the Marketing Menu, by clicking the paperclip
  6. Once the Marketing Menu is open, scroll to the bottom of the page
    1. USE OF PREMIER TRANSACTION SERVICES will either say yes, or no 
  7. If YES, you will not need to review the documents on this Listing/Transaction

 

For a Transaction (We’re representing the Buyer):

  1. Log into SkySlope
  2. Select Manage Transactions



  3. Double Click on the Transaction in question
  4. There are 2 ways to check:
    1. Select the Commissions Tab



      The TC FEE/ADMIN BROKERAGE COMMISSION will be filled in with cost of PTS in your region, and a Transaction Coordinator’s Name will be filled in



    2. The 2nd way to check if a TC is being used, is to select the Log Tab



      Here you can see WHO is uploading documents into the transaction, and who is reviewing documents
      1. If it’s the agents name, most likely they are NOT using a TC
      2. If it is a name of a Premier Transaction Services Coordinator, you do not have to review the file.


 If all else fails, email the agent and ask which TC they are using.

 

 


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