Once you've successfully created your file in SkySlope, the next step is completing your checklist. Promptly uploading required documents ensures a smooth transaction process and helps avoid delays in receiving your commission.
Whether you're a seasoned agent or just getting started, this guide will walk you through uploading documents to your SkySlope file.
Step 1: Access Your SkySlope Checklist
Log in to your SkySlope account.
Click Manage Transactions.
Select the file you want to work on.
Navigate to the Checklist tab.
Find the item you'd like to upload and click Attach on the right.
đș Required documents are marked in red under the Status column.
Step 2: Upload Your Documents
Click Upload Document.
Choose the file from your computer and click Open.
The checklist itemâs status will update to In Review.
A paperclip icon (to view the file) and an "X" icon (to remove it) will appear next to the item.
Click the paperclip to view the uploaded document.
Click the X to remove it and upload a new file if needed.
Repeat this process for each required document.
What Happens After You Upload
Once you've uploaded items, one of our auditors will review them. You'll receive an email titled âChecklist Updateâ with:
The status of each document (e.g., Completed, Incomplete)
Notes or comments if anything needs revision
You can reply directly to the auditor's email with questionsâno need to log back into SkySlope.
Final Checklist Reminders
Your file is considered complete once all required itemsâexcept for those in the Closing Documents sectionâhave been uploaded and reviewed.
Closing Documents can be uploaded after your transaction closes.
Ensure all documents are uploaded by your scheduled closing date to receive your commission on time.
