SkySlope is our transaction management system. All files
must be input into SkySlope with all required documents. These are law abiding
contracts and must be reviewed by the Business Consultant, Compliance Manager
or Transaction Coordinator only.
Agent Concierges are to upload the Listing Launcher
into SkySlope and approve it in the checklist. When uploading the Listing
Launcher notate that the sign has been ordered or no sign if the agent did not
request a sign followed by your initials. i.e. “Sign Ordered Up 2/2 – NKB” or “No
Sign – NKB.” Additionally, notate when the sign is ordered down “Sign Ordered
Down 2/2 – NKB.” All signs must be ordered down within 15 days of Close of Escrow.
Agent Concierges are to only approve the following documents:
Listing
Side:
Listing
Launcher – Also need to notate sign up & down with dates
ABA
MLS
Printout
California
Consumer Privacy Act – CCPA – Seller
Wire
Fraud Advisory – WFA – Seller
Fair
Housing & Discrimination Advisory – FHDA – Seller
Purchase
Side:
Buyer
Inspection Advisory – BIA
California
Consumer Privacy Act – CCPA – Buyer
Fair
Housing & Discrimination Advisory – FHDA
Wire
Fraud Advisory – WFA
Water
Conserving Carbon Monoxide – WCMD
ABA
Water
Heater Smoke Detector
For
your protection get a home inspection – HID
Market
Condition Advisory – MCA
Disclosure
Coversheet
Commission
Demands
When
an agent completes the CDR JotForm you will be emailed a PDF of the demand
request. Review the CDR to make sure the Sales Price and COE date matches what
SkySlope says then upload to the checklist in SkySlope. Any changes to the
commission amount or credits that require the broker to participate are
required to have additional approval prior to changing the file. Do Not
approve, Commissions will approve when they process the demand. For more
information regarding the Commission Demands reference Commission Demand
Process.
Expired
We do
not want expireds in SkySlope.
Listings
If
you have any expired listings you need to reach out to your agent to find out
if the listing has been extended. If it is extended advise the agent to get an
extension and update the expiration date in SkySlope. If the listing is expired
and the client is not extending the listing, you can cancel/withdrawal the
listing. When you cancel the listing,
you will get a pop-up that asks, “Why are you withdrawing this listing?” put
the reason the agent gave you, something needs to be there for reason.
Transactions
If
you have any expired transactions follow up with the agent to see if there is a
new COE date, if so update.
Cancellations
If a
Listing is cancelled in SkySlope you need to make sure the sign is removed from
the property. If a transaction is cancelled and we had the listing, you need to
follow up with the agent and find out if the listing is still active our if it
cancelled as well. If it is fully cancelled be sure to order the sign down. Cancellations
are to be approved by Manager or Business Consultant.
Stages
The
stages in SkySlope are to be used so our commissions and accounting department
know where the file is in the review process. From the Checklist tab choose the
appropriate stage from the pull down. Stages are to be updated by the Business
Consultant or Manager at least 48 hours prior to COE. Stages needed for agents
to benefit from “Same Day Pay” are either “File Complete-Pending Closing
Documents” or “File Complete-Missing Co-Op Items.”
Closed
but not Archived
Any file that are closed but not yet Archived, need to be archived
within 7 days of close of escrow or by month-end, whichever is sooner. Work with the manager and agent to complete
the broker’s file. Making sure it is complete and all items included prior to
archiving.