Skyslope Services
Initial Account Setup: Create and configure the SkySlope account, including profile setup and workspace customization.
Workspace Organization: Structure the workspace to suit the realtor’s needs, including transaction templates, checklists, and document categories.
Template Creation: Develop customized templates for recurring tasks such as property listings, transaction management, and client communication.
Transaction Creation: Set up and manage all real estate transactions, including new listings, buyer offers, and closed deals.
Document Upload and Management: Upload and organize all transaction-related documents, ensuring they are properly categorized and accessible.
Checklist Management: Create and maintain detailed checklists for each transaction to ensure all tasks and documents are completed.
Compliance Monitoring: Ensure all transactions meet compliance standards and all necessary documents are submitted and approved.
Document Review: Review all documents for accuracy and completeness before submission.
Audit Preparation: Prepare for audits by ensuring all transaction files are complete and compliant.
Client Onboarding: Manage the onboarding process for new clients, including document collection and initial communication.
Client Communication: Handle all client communications, including updates, reminders, and follow-ups.
Contact Database Management: Maintain and update a database of all clients, contacts, and vendors.
Task Automation: Automate recurring tasks and reminders using SkySlope’s built-in features.
Workflow Management: Create and manage workflows for different types of transactions to streamline processes.
Notification Management: Set up and manage notifications for task deadlines, document submissions, and transaction milestones.
Transaction Reports: Generate detailed reports on transaction status, progress, and completion.
Compliance Reports: Monitor and report on compliance status for all transactions.
Performance Analytics: Analyze transaction data to provide insights and recommendations for improving efficiency.
User Training: Offer training sessions for team members to effectively use SkySlope’s features.
Technical Support: Provide ongoing technical support for any issues or questions related to SkySlope.
Resource Creation: Develop and maintain a library of resources and guides for using SkySlope.
Workspace Branding: Customize the SkySlope workspace to reflect the realtor’s brand, including logos, color schemes, and themes.
Custom Fields and Tags: Create custom fields and tags to enhance the organization and tracking of transactions.
Advanced Customization: Implement advanced features such as custom workflows, automated actions, and integration with other tools.
Content Development: Create content for transaction templates, checklists, and client communication.
SEO Optimization: Optimize public-facing documents and pages for search engines to increase visibility.
Community Building: Set up and manage a community space for engaging with clients and prospects.
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