Offer Accepted – Transition Listing to Transaction

Skyslope classifies two different stages of a deal: “Listing” and “Transaction”. A transaction is anything where an offer has been accepted – whether it was originally your listing or not.

If you do have a Listing, once you have an accepted offer, you will need to transition the Listing to a Transaction. Begin by ensuring all required documents are attached:

Once all required documents are attached, the “Accepted Contract” button will appear on the checklist page as well as the Manage Listings page:

Once you select “Accept Contract” the Listing will create a “Transaction” – you must then move through and enter in the required information. (From this point on, the sale will be managed from the “Transactions” screen, you will no longer be able to find it under “Listings”. Additionally, it will show as “Incomplete” until you enter in all required Transaction information:

Type in the MLS #, but DO NOT press the “MLS Search” button – this will pull in inaccurate data at this time (Skyslope to resolve). For Checklist type – select “Listing – Offer Accepted”Enter in all other required fields, hit Next:

Enter in the required information on the Buyer page, select “Next”:

Enter in the required information on the Title/Escrow page, save and select “Next”:

Enter in the required information for the other agent, select “Submit”:

Confirm commission amounts and select “Submit” again:


Now you are are ready to attach “Transaction” documentation:

From here it is extremely important that you attached the Purchase Agreement so that the broker will be notified of the accepted offer. Always attach the Purchase agreement!

Sending a New Listing Contract

 

 

  1. After creating the listing in Skyslope, select “Working Documents“. If you have not yet created the listing, please do so now. Steps may be found here: https://realtyonegroupsterling.com/knowledge-base/create-listing/

 

2. From there select “zipForm Plus

 

3. Select “Create zipForm Plus Transaction

4. Name the transaction, enter in the address, select “Create

 

5. On the “Add Form” window – simply select “Cancel” – all standard forms will be automatically added to the transaction. If there is a non-standard form that you require, you may select it from the library and add it to your transaction at any time.

 

 

6. Select the LC – Listing Contract to edit it with the necessary details.

 

7. Select “Save” in the upper left hand corner of the window after you have everything entered.

8. Click anywhere outside of the form in order to close the window and return to the list.

9. From the list, select any other forms you would like to send with, enter in the details, and save as well (i.e. Agency Disclosure, Lead Based Paint, etc.). Select the forms you would like to send for signature using the checkboxes next to them, then select “Digisign“.

 10. Select the address to return the form to. You previously created this following the “Create a Listing” steps.


11. Select the order in which you would like to send the documents.

12. Select “Next”

13. Enter in emails and add signers if needed. Select Next.

14. Add the fields you need the recipients to complete.


15. Once you have all fields ready to go, select “Send” and enter in any message you wish.

16. That’s it! If you need to sign the doc, you will be given an option to do so immediately. Once all signatures have been completed you will find the doc under the “Documents” tab in the listing.

Creating a Listing

  1. Select “Create Listing” to begin
  2. Walk through the wizard, entering in
    • Address
    • Listing type – Residential Traditional
    • Price
    • Commission – Split the total
    • Listing Date and Expiration date from the contract
    • Date the Property was built
    • Source of the deal
    • Name of the Seller
  3. Confirm all info is correct and select “Create My Listing”
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