Currently, you can connect SkySlope to kvCORE, and the system will display all of your transactions within the Transactions tab from the main navigation on the left-hand side.
Important Information to Know
Please Note: Only Company Admins are able to connect SkySlope to kvCORE. No Agents, Team Admins, or Office Admins can connect SkySlope correctly.
Skyslope may only be connected by a Company Admin. This will connect all transactions at that level, and the Admin will be able to view them from one location.
After SkySlope is connected, Agents will be able to see the transactions which they are connected to. kvCORE does this by cross-referencing the Agent's email address.
How to Connect SkySlope
1. Visit the Marketplace
2. Click 'Learn More' on the SkySlope tile. This will open a popup with a button to add it to kvCORE.
If you already have a SkySlope account, there will be no additional cost as you already subscribe to their services.
3. After clicking 'Add to kvCORE', enter your Access Key and Secret. You must be a SkySlope Administrator.
For assistance with finding your SkySlope Access Key & Secret, click here.
Finding Your Transactions in kvCORE
After clicking into the Transactions tab, you should see all of the transactions you are connected to as an Agent. As an Admin you should see all the transactions for your Agency. kvCORE finds contact info by email address to associate it in different ways.
TIP: Clicking on a transaction name or number within the Transactions tab does NOT bring you into the transaction, this only highlights an overview from the transactions tab.
How to Link Your Transaction to a Specific contact, Agent, or Lender
You can associate a transaction with a specific Agent, Contact, or Lender.
1. Select the transaction from the list using the checkbox to the left of the transaction name.
2. Use one of the buttons at the top to search for and connect the transaction with that person.
When the search box pops up, begin typing the name of the client, Agent or Lender.
How to Disconnect SkySlope After It's Been Set Up
SkySlope can be disconnected by our Support team. If you'd like to disconnect your SkySlope account please reach out to Support using the blue button on the bottom right of your Dashboard.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org!
(Keywords: skyslope, sky slope, transactions)