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Foundations: Setting up your SkySlope

This guide will walk you through everything you need to know to get started with SkySlope Transaction Management and DigiSign — from logging in and customizing your account to creating listings, turning in documents, and using e-signatures.

1. Accessing SkySlope and Support

  • Log in using the link from your admin invitation email.

  • Create a personal password when prompted.

  • Once inside, you’ll see Pemberton Holmes’ customized dashboard

2. Understanding the Dashboard

SkySlope includes several tools, but this training focuses on:

  • Transaction Management

  • DigiSign (e-signature)

You can switch between tools using the Apps menu in the top-right corner.

3. Customize Your Account

  1. Click your name (top right) → My Account.

  2. Add personal details and an optional secondary email.

  3. In the Notifications tab, toggle on alerts for “In Review,” “Incomplete,” and “Complete” so you’re notified as files move through review.

Tip: SkySlope assigns a unique email address to your account, enabling you to submit documents directly to your ‘Working Documents’ folder at any time—without logging in. Simply forward your documents to this address in the “To:” field for secure and efficient uploads.

4. Viewing Your Files

Your dashboard lists:

  • Active listings and transactions

  • Recent files

  • Searchable by address, MLS number, or client name

5. Creating a Listing File

From the Dashboard:

  1. Click Create → Listing.

  2. Enter the property address (manual entry or MLS lookup).

  3. Select the correct checklist type (e.g., Residential).

  4. Fill in listing price, dates, commission, and seller contact info.

  5. Confirm details and click Create.

This creates your property file — the home for all your listing documents.

6. Understanding the Checklist

Your checklist shows all required brokerage documents.

  • Red = Required

  • Yellow = In Review

  • Green = Complete

  • Purple = Incomplete (with comments from your admin)

Each file also includes a unique property email address for forwarding documents.

7. Uploading and Splitting Documents

 
Option 1: Drag & Drop

Drag PDFs directly onto the checklist line.

Option 2: Use the Documents Tab

  1. Upload your large “packet” of forms.

  2. Click Split.

  3. Use Auto-Read + Split & Assign to automatically detect forms, or split manually by selecting page ranges.

  4. Assign each section to the correct checklist item.

Option 3: Email-In

Forward documents to the property-specific email. They’ll appear in the Documents tab, ready for splitting and assigning.

Tip: For each transaction, a dedicated property email address is generated. Streamline your workflow by including this address in the BCC field when sending documents to clients—this ensures all correspondence is automatically captured within the transaction file, saving valuable time and maintaining a complete record.

8. Tracking Review and Feedback

Once you submit you’ll receive an email summary when documents have been reviewed.

  • Green = Complete

  • Purple = Incomplete (includes reason and next step)

To fix an incomplete document:

  1. Open it in Documents.

  2. Review the feedback, make the necessary corrections, and upload the revised document.

  3. Reassign it to the checklist line.

9. Converting a Listing to a Transaction

When an offer is accepted:

  1. From the listing file, click Accept Contract → Create Transaction.

  2. Fill in sale details (price, acceptance date, contacts, commissions).

  3. Your new Transaction file will open with its own checklist — your listing progress is preserved.

10. Working with Buyers

To create a buyer file:

  1. Click Create → Transaction → Purchase

  2. Search address and enter buyer information.

  3. Upload your documents to the checklist

 

Un-accepted Offers: Un-accepted or cancelled offers should be emailed directly to conveyancing@phre.ca

 

11. Using DigiSign (E-Signature Tool)

To send documents for signing:

  1. From Apps, select DigiSign.

  2. Click New Envelope.

  3. Choose a property (optional).

  4. Upload your PDF(s).

  5. Add recipients, assign signing roles, and (optional) set signing order.

  6. Drag signature, initial, date, and checkbox fields onto the form.

  7. Write a quick email message and Send.

Tip: You can resize signature fields for clarity, but font style is fixed for consistency.

Once sent:

  • You can Sign Now if you’re also a signer.

  • Clients receive an email link to complete signing.

12. Comments, Log, and Communication

  • Use Comments on checklist rows to communicate with admins.

  • The Log tab records every upload, assignment, and email.

  • Click an entry to view the original email and attachments — a great audit trail.

13. Cancelling or Archiving Files

If a deal falls through:

  1. Click Transaction Actions → Request Cancellation.

  2. Add a reason (e.g., demo, withdrawn).

  3. The admin will finalize and archive it.

14. Optional Tools

  • Tasks & Reminders: Manage personal or shared to-dos.

  • Working Documents: Store and manipulate PDFs not tied to any property.

15. Mobile App Access

Everything you learned works on mobile too! Download the SkySlope app HERE

16. Support & Resources

Visit support.skyslope.com for:

  • Product-specific tutorials

  • Step-by-step video guides

  • FAQ and troubleshooting