Let's Get Launched!

Welcome to SkySlope Books! 

We are excited to provide you with a white-glove onboarding experience! 

Below is a list of items our Customer Success team will need to prepare your account. Providing these in a timely manner is crucial to launching on time. 

Please provide ASAP for a successful launch:

🎓 Pre-requisite Reminder: Completing the SkySlope Books - Getting Started Training is required before attending any future training and must be watched by anyone logging into SkySlope Books.  Click here to register/view!

Company Roster

Brokerage To-Do: Provide your company roster.

Provide a list of your agents, transaction coordinators, admins, primary broker, accounting/bookkeeping personnel, etc. 

1. To save time, use this Excel Template. 
2. Download the template to your computer and add your roster.
3. Send it to your Customer Success Manager (CSM) once complete! 
   - Important: Be sure to complete any fields marked as Required.

SkySlope Team To-Do:

After receiving your company roster, the onboarding team will:

1. Create User Profiles in SkySlope Books.
2. Create any Groups and Offices/Divisions, if applicable.
3. Assign User Profiles to Groups and Offices/Divisions, if applicable.

Commission Plans

Brokerage To-Do: Provide your commission plans.

Please provide a document or sheet with the commission plans you currently offer to your team.

1. Include the different types of commission splits and any expenses paid out of the commissions.  For example, royalties, referrals, E&O, transaction coordinator fees, etc.
2. Provide a list of agents associated with each commission plan.  
3. Send it to your CSM once complete!

SkySlope Team To-Do:

After receiving your commission plans, the onboarding team will:

1. Review commission plans and create customized commission plans in SkySlope Books.
2. Schedule a call with the brokerage once complete.

Ledgers/Chart of Accounts

Brokerage To-Do: Provide a list of bank accounts/ledgers.

1. To save time and ensure the appropriate information is provided, use this Excel Template.
2. Download the template to your computer and add the applicable information.
3. Send it to your CSM once complete! 
   - If you are unsure which ledgers/chart of accounts are needed for your brokerage, please discuss with your accountant/CPA or ask your CSM for more information.

SkySlope Team To-Do:

After receiving your ledgers/chart of accounts, the onboarding team will:

1. Create matching accounts in SkySlope Books Chart of Accounts screen.

Products & Services

Brokerage To-Do: Provide a list of products and services.

Products/services allow you to quickly add line items to deals, invoices and bills. Associating the products/services with the appropriate ledger accounts ensures you have detailed financial reporting.  We need a list of all your products/services and the corresponding ledger account.

1. Provide us with a list of your services/products.  (e.g., transaction coordinator fee, referral fee, desk fees, business cards, rent, etc.) 
   - Include the amount if there a set cost associated with a product/service.
   - Include which ledger from your Chart of Accounts each service/product should be associated with. 
   - Each product/service can be detailed down to the office level if you have multiple offices.
2. Email the list to your CSM!
   - If you are unsure where to start, please discuss with your CSM!

SkySlope Team To-Do:

After receiving your list of products/services, the onboarding team will:

1. Create all Services/Products in SkySlope Books 
2. Use the Services/Products when building your commission plans

If you have any questions about the account setup items, please reach out to your Customer Success Manager!

Updated March 26, 2024 21:49