SkySlope

Open your next listing file with a plan, not a pile of emails. Start by creating a deal, selecting the property type, and applying a tailored task list so every requirement—from disclosures to closing statements—has an owner and a due date. Drag and drop documents, map them to tasks, and let smart naming keep versions in order. When you’re missing something, send a secure request link to clients or co-op agents and track completion in one place. As items arrive, submit the file for broker review with a click and see approvals, rejections, and notes in a clear history you can act on immediately.

Turn every touchpoint into proof of compliance without extra work. Forward texts and emails to the file to capture conversations, offers, and approvals automatically; each entry is time-stamped and linked to the transaction. Configure rules to flag expired IDs, unsigned forms, or missing escrow receipts, and get alerted before deadlines slip. Compliance staff can filter by office, risk, or due date and batch-clear clean files while focusing on exceptions. When an auditor asks for evidence, export a complete activity timeline and document log in minutes instead of hours.

Speed up paperwork with built-in forms and e-signature. Pull in association or brokerage forms, auto-fill buyer, seller, and property data, and bundle them into a single packet. Place initials, signatures, and dates; set the signing order; and add reminders so nothing stalls. Clients sign from any device—no account required—and the executed PDFs route back to the checklist automatically. Track envelope status in real time, recall if you need to correct a field, and reissue without rebuilding the packet.

Run your shop with metrics, not guesses. Use the dashboard to monitor pipeline health, average time to clear reviews, fall-out reasons, and volume by office or agent. Spot bottlenecks, then adjust task lists or approval steps to remove friction. Connect your CRM, calendar, storage, and accounting tools to sync contacts, events, and closed-file documents. For rollout, pilot one checklist with a small team, publish training snippets for repeat steps, and iterate weekly. Build once, reuse everywhere, and keep your deals moving with fewer emails, faster approvals, and an audit-ready record.