Link Property to OTC
Rain avatar
Written by Rain
Updated over a week ago

Link Property to your OTC Transaction

Before linking properties to your transaction, please ensure connecting your SkySlope inside your OTC account.

Step 1:

Open one of your transactions and go to the APIs tab.

Step 2:

Choose SkySlope.

Step 3:

Click the Search button.

Step 4:

Enter search criteria by using one of the field boxes and click Search.

  • SkySlope Profile

  • Created Date Is Between…

  • Search Listings & Sales

  • Contract Status

  • Property Address

  • Email Address

Searching Listings: Property in SkySlope must have a valid List Price, Expiration Date, and List Date to be accessible.

Searching Sales: Property in SkySlope must have a valid Close of Escrow, Sale Price, and Acceptance Date to be accessible.

Step 5:

Once the properties show up, click the Assign button.

Step 6:

Once you link the property, a notification will appear and says, “This "Listing"/ “Sale” has been successfully linked to SkySlope.

You can now start to do the following…

Listing

  • Add Contacts to SkySlope

  • Edit “Listing” inside SkySlope

  • Open Commission inside SkySlope

  • Import Listing Details

  • Import Listing Contacts

Note: Unfortunately, SkySlope does not provide a means to upload documents to a "Listing"

Sale

  • Add Contacts to SkySlope

  • Add Documents to SkySlope

  • Edit Sale inside SkySlope

  • Open Commission inside SkySlope

  • Import Sale Details

  • Import Sale Contacts

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