OnBoarding Training
SkySlope Support
For any questions regarding the SkySlope system, the support team is available 24 hours a day, 7 days a week. Click on support at the top right hand side once you log in, and you will have access to video tutorials which walk you through step by step on how to use the system, or you can use their live chat anytime.
Phone: 1 800 507 4117
Email: support@skyslope.com
How to Complete your Commission Tab in SkySlope
Click the link below to watch a short tutorial on how to complete the commission tab in our transaction management system SkySlope. https://www.youtube.com/watch?v=9e0FfJFEUFM
How to Document All Conversations into SkySlope
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- Copy all emails for a transaction to the SkySlope address for that transaction.
(a) Best practice: Give the SkySlope email address to all contacts for the transaction: lender, other agent(s), Title/Escrow, anyone who communicates to you.
(b) All emails not copied to the SkySlope address for a transaction must forwarded to the SkySlope address.
(c) Here is a guide to using the email features of SkySlope: If you have further questions, contact SkySlope support.
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- Conversation Log – Two Options
(a) Enter all conversation log items into the log section of SkySlope.
(b)If you use a handwritten conversation log, scan it to a PDF and ask SkySlope to add a folder in the transaction called Conversation Log. Upload to that folder.
What is the 48 hour rule?
- All executed documents must be uploaded to SkySlope within 48 hours of execution.
- Executed means that the parties have signed. (Buyer and seller on a purchase contract. Seller and agent on a listing agreement). While we want all signatures, dates and initials completed, if you are missing an initial or date you must still upload the document within 48 hours. It will be marked incomplete while you are obtaining what is missing.
- This is two calendar days not two business days.
- Failure to upload documents in a timely fashion could subject you to citations from the BRE.
- In the event of an audit if you have a listing on the MLS or a complaint from a client and the related documents are not uploaded to SkySlope you could be subject to severe penalties.
- It is a violation of your fiduciary duties to your client to not provide for broker review of
transaction documents as quickly as possible.
Escrow Commission Instruction Directions
Send to your designated State Broker for signature, commission instructions sent to any other email address will be returned.
Attached below is a video on how to use the digisign feature
Other Deductions in Commissions Tab
Training for TCs
We strongly encourage Transaction Coordinators to join one of our weekly training sessions which are every Tuesday and Thursday. They will learn the correct way to use the key systems here at AJI. If your TC has not attended a training session yet, please have them register for one using the link below
SkySlope Remove Document
Forgotten Password
If you have forgotten your login information for SkySlope, click on the link below to have your password emailed you
Uploading Large Documents
Have you had an issue uploading a document that exceeds the size limit into SkySlope? The great team at SkySlope support have suggested that if you run into this problem compress the file using the link below. Remember SkySlope support is available 24 hours a day, 7 days a week to help with any issues. http://www.compress-pdf.co.uk/
CDA Revisions
Double Decline Fees Notification
Please make sure that you’re aware of the due date for your monthly plan fees. If your payment does not process after two attempts, the system will automatically charge you a $25 fee which will be added to your delinquent payment. For any questions regarding payments, please contact our Accounting Specialist Darren Hawkins at accounting@ajicorporate.com
SkySlope Compliance
All files must be uploaded into SkySlope within 48 hours of receipt to stay in compliance.
We receive several calls and emails per day regarding listings which are not in the system, this makes it difficult to determine who the listing agent is. This is why it is very important to get all of the information in the system, so we can easily assign the lead over to you once it comes in.
SkySlope Task Tab
The SkySlope support team is continuously working to make the system easier for Agents to use. They have added a new ‘Task’ tab each property file. This is where you will be able to create reminders for each file and sync those with your Google and Outlook calendars. https://skyslope.zendesk.com/entries/70751337-Video-Using-the-Task-Tab-in-Property-Files
Commission Checks
Any commission checks which are made payable to Allison James Estates and Homes and mailed to the Corporate Office for deposit will now be uploaded into the SkySlope property file checklist with the received date.
This will help to clarify when the check has been received, and deposited into our commission account. If you are unsure whether we have received a specific check, please look in SkySlope to see if the check has been uploaded into the ‘Commission/ Transaction Fee Check’ area on the checklist.
If you have any questions, please contact our Accounting Department
accounting@ajicorporate.com
E-Commission
If you are taking out an e-commission for an upcoming closing, please make sure to include the amount payable to commission express in the SkySlope commission tab. This information needs to be put under Other Deductions at the bottom of the page. Also, please provide our accounting department with the commission express paperwork in regards to the file.
We greatly appreciate your assistance with this. Please contact our Accounting Department with any questions Accounting Department
866-463-5780 X3
How to Access the Event Calendar
How to Get your AgentMarketing.com Login
Please click on the link below, and select forgot username at the top right hand corner. Your username and password will be automatically emailed to you, and you can change that information when you login to your account. www.agentmarketing.com
How Do I Upload my Picture into AgentMarketing.com
To manage what picture and logo are shown on your Property Websites, Virtual Tours and all marketing in the system, upload what you would like from the Setup tab. For your picture you should ideally upload a .jpg image and the system will resize the picture for you. For your logo, uploading a .gif is best.
To upload your picture and logo:
- Click on the Picture & Logo tab
- Click
to find the file on your computer for your picture
- For your Logo, follow the same instructions as uploading your picture. If you are unable to upload, then choose your logo from the drop down menu. Then click “Select.”http://www.agentmarketing.com/guide/read/pepl