Skyslope: Send Agreements to Clients through Real Geeks & Skyslope

Real Geeks integrates with SkySlope to help you send agreements to your leads quickly and efficiently. This integration allows you to create, customize, and request signatures on documents directly from your CRM, helping you move conversations forward and convert opportunities into clients.

Please Note

To take advantage of this feature, users of Real Geeks need to create a complimentary Skyslope account. This account provides access to Skyslope's Form and Digital Signature services at no additional cost.

This complimentary access is limited to only their Form and Digital Signature services. To utilize their comprehensive suite of transaction management tools, you will need to subscribe to one of their additional packages.

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How to Send Agreements to Clients

Go to your lead’s profile in the Lead Manager and click Send Agreement - This is found next to your lead communication tools, at the top of the page. This will open a window to Skyslope’s Form Management tool.

Open a lead's profile in the CRM
Click Send Agreement at the top of the page

You'll be taken to Skyslope to set up your complimentary free account, or log in with an existing Skyslope account.

During setup, you will:

Add your MLS board
Enter your NAR Member ID

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Create and Manage Files

Click + Create to initiate a new file for your client. The file feature is where you can manage your representation by client or by property. You can create a new file for every client to organize your agreements with your database.

Instructions

Click + Create
Choose buyer or seller representation
Enter your client’s contact information
Add property details
Use Import MLS Data or enter details manually

Establish your representation as a buyer or seller, enter your client’s contact information, and identify the property. Click Import MLS Data to automatically fill out the property data, or enter the data manually.

You can identify the file by the property address, the name of the client, or by manually entering a custom name.

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Add Forms

After creating your client file, you can add forms for your client to complete. Click Add Form to use your MLS board’s association library. This will give you access to your board’s official agreement list of documents to share with your client.

To add forms:

Click Add Form
Select from your MLS library or choose Upload Documents

Choose "Upload Documents" to manually upload your agreement forms for customer completion. This allows agents, who can't connect to their MLS through Skyslope, to manage their agreements with clients at any time.

After adding your MLS forms or uploading a custom file, you can use digital signing technology to select your files and fill them out on your client’s behalf.

Please Note

After filling in the important information, you can save your forms as a template. This will save the document with the appropriate edits to streamline this process for future interactions with clients.

After inputting important details to your agreement form, you can save the form as a template. This will save the document to your Skyslope account to share the form with future clients, saving you time.

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Request Signature

After personalizing the document for your client:

Click Prepare Signature
Assign recipients and actions (sign, review, etc.)
Send the document

This action will create an Envelope in your client's file, containing all the documents sent for signature. It allows you to track the progress of these documents. You can assign actions to each individual associated with the file, such as requiring a signature or sending someone a form to review.

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Access Your MLS Board’s Agreement Library

SkySlope is partnering with MLS boards across North America to provide agents with access to a collection of agreements. This partnership makes it easier for agents to use officially licensed agreements with their clients.

On your initial visit to the system, you will be prompted to link your MLS board library to SkySlope.

To add your MLS Board’s agreement library to your account:

Click your profile name in the top-right corner
Select Libraries
Use the Search tool to find your MLS board’s library

Some MLS boards may not make their agreement library accessible to use in Skyslope. You can reach out to your MLS association, or you can use the Upload Document feature to upload a custom form to Skyslope.

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Skyslope Resources

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FAQ

Why did I receive a notice that my “free access to SkySlope DigiSign is coming to an end” announcement when using Skyslope?
- Skyslope offers a paid subscription service to use their products, however this is not necessary for Real Geeks users. If you receive this notice, reach out to Skyslope’s support department and they can remove this banner for you.
Who has access to Send Agreements through Real Geeks?
- Real Geeks users, regardless of their permissions, can use this feature to send documentation agreements to their clients.