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Home/SkySlope

SkySlope Keeps the File Audit-Ready. It Doesn't Tell Your CRM a Deal Closed.

SkySlope isn't a CRM, it's transaction management and compliance: checklists, e-signature, and a broker review workflow that keeps every file audit-ready from offer to close. What it doesn't do on its own is tell the agent's CRM, or the brokerage's accounting system, that a deal just happened. That handoff is still manual at most brokerages.

Brokers run SkySlope because transaction compliance is the part that actually creates liability: a missing signature or a skipped checklist item is the kind of thing that surfaces in an audit, not a sales meeting. SkySlope's checklist-and-review workflow is built specifically to catch that before it becomes a problem.

That focus means it stays in its lane. SkySlope tracks the file, not the relationship or the money. When a transaction closes, nothing automatically updates the agent's CRM record, posts the commission to accounting, or tells the broker's dashboard a deal is done, someone still closes that loop by hand.

What We Build on Top of SkySlope

01

Let a closed file update everything downstream

Compliance finishing a file should be the trigger, not a person remembering to tell three other systems.

  • The matching contact in Follow Up Boss, kvCORE, or whatever CRM your agents run gets updated the moment SkySlope marks a file closed
  • Commission figures post to your accounting system straight from the closed file, instead of being retyped from a closing statement
  • A broker's production dashboard updates from SkySlope directly, rather than a monthly manual roll-up
02

Bring CRM context into the file

So the transaction coordinator isn't starting from a blank form.

  • Contact and property details pulled in from the CRM when a new file opens, instead of retyped from the listing
03

Does a SkySlope close actually tell anyone else?

If the honest answer is no, tell us and we'll build the connection.

What this looks like in practice

Mid-Size Brokerage Transaction Desk

Every file runs through SkySlope for compliance before it closes.

The problemA file closes in SkySlope and the transaction coordinator still emails accounting and updates the agent's CRM by hand, usually a day or two later.

Closing the file in SkySlope posts the commission and updates the CRM contact the same day, without the coordinator doing either by hand.
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Running compliance through SkySlope but closing the loop with email?

Tell us what happens the moment a file closes, who tells accounting, who updates the CRM, and we'll point to what can close itself.

Let's talk →

Questions people ask

What is SkySlope used for?

Real estate transaction management and compliance: checklists, e-signature, and a broker review workflow that keeps a file audit-ready from offer to close. It isn't a CRM or an accounting system.

Does SkySlope connect to a CRM?

Not out of the box. Updating a CRM contact when a SkySlope file closes is something we build custom, there's no native bridge between the two.

Can SkySlope trigger a commission payment?

Not on its own. We build the connection from a closed SkySlope file to a commission entry in your accounting system, so it posts the same day instead of waiting on a closing statement.

Is this SkySlope software we sell?

No. We build automation around the SkySlope account your brokerage already runs, connecting it to the CRM and accounting systems it doesn't reach natively.

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Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.