How to Start Buyer Docs in Skyslope Forms Part 2

Learn how to efficiently manage your documents within SkySlope Forms by filling out necessary fields and sending them for digital signature. This guide streamlines the signing process to ensure your paperwork is completed quickly and accurately.

Tyler Cole
25 steps
3 minutes

Skyslope

This is a continuation of the previous Scribe. If you have not reviewed that, it can be found here: [Part 1](https://scribehow.com/viewer/How_To_Fill_and_Send_Buyer_Docs_with_Skyslope_Forms_Part_1__O3IWdoQsQ7u1FOvRNsbcHg?referrer=workspace)

a man sitting in front of a microphone with the words we last left off

Click "Fill and Send"

On the lefthand side you can rearrange the documents. I typically like Disclosure first, Buyer agency second and Wire fraud third. That is just personal preference though.

Fill out the Buyer Agency. Remember to fill out the purpose. Feel free to be vague but not too vague.

Sometimes a buyer loves Surfside. I will type 'Horry & Georgetown County' as the area just in case the buyer pivots or decides they like other areas. No need to pigeon-hole your buyer agency.

Remember to add the commission percentage here.

This checkbox is ALWAYS overlooked. Just make sure you select one or it may be rejected when we are reviewing your documents.

Here you can enter a protection period. Usually you will see any number from 45-90 days but this can vary.

Please make sure to include your client's information. The Real Estate Commission states this should be filled out as complete as possible.

It is a good idea to review your forms before you go onto the next step

Click "Prepare Signature"

Here you can change who signs the documents as needed, then click next.

On the left side of the page you will see the names of all signers. Your signature is Blue, your client is orange. It makes for a easy glance when scrolling through the document to make sure all signatures/initials are in the right spot.

This is super important, Skyslope Forms does not know which line you and your clients need initialed. This means we have some extra ones to delete.

Click the one stating Dual Agency will NOT be considered

Click "Delete"

Click on the one stating Designated Agency will NOT be considered

Click "Delete"

One this part, unless we are charging our buyers an admin fee or adding in bonuses, we have multiple to select.\ \ You can click and drag to highlight all the unnecessary ones.

With all extra boxes highlighted, click delete

Click "Send"

This will type up a small email to your clients. You can change this as you see fit.\ \ Click "Send for Signatures"

It will give you an option to sign right away, this is typically the easiest time to do it. Click "Sign now"

Click "I Agree"

Click "Start"

Once you have signed everything, Click "Finish Signing"

Click "I'm done"

Congratulations on sending buyer documents with Skyslope Forms!!

a woman in a blue shirt is standing in a hallway with the words that 's how it 's done below her

How to Start Buyer Docs in Skyslope Forms Part 2

Tyler Cole
25 steps
3 minutes

Skyslope

Click "Fill and Send"

On the lefthand side you can rearrange the documents. I typically like Disclosure first, Buyer agency second and Wire fraud third. That is just personal preference though.

Fill out the Buyer Agency. Remember to fill out the purpose. Feel free to be vague but not too vague.

Sometimes a buyer loves Surfside. I will type 'Horry & Georgetown County' as the area just in case the buyer pivots or decides they like other areas. No need to pigeon-hole your buyer agency.

Remember to add the commission percentage here.

This checkbox is ALWAYS overlooked. Just make sure you select one or it may be rejected when we are reviewing your documents.

Here you can enter a protection period. Usually you will see any number from 45-90 days but this can vary.

Please make sure to include your client's information. The Real Estate Commission states this should be filled out as complete as possible.

It is a good idea to review your forms before you go onto the next step

Click "Prepare Signature"

Here you can change who signs the documents as needed, then click next.

This is super important, Skyslope Forms does not know which line you and your clients need initialed. This means we have some extra ones to delete.

Click the one stating Dual Agency will NOT be considered

Click "Delete"

Click on the one stating Designated Agency will NOT be considered

Click "Delete"

One this part, unless we are charging our buyers an admin fee or adding in bonuses, we have multiple to select.\ \ You can click and drag to highlight all the unnecessary ones.

With all extra boxes highlighted, click delete

Click "Send"

This will type up a small email to your clients. You can change this as you see fit.\ \ Click "Send for Signatures"

It will give you an option to sign right away, this is typically the easiest time to do it. Click "Sign now"

Click "I Agree"

Click "Start"

Once you have signed everything, Click "Finish Signing"

Click "I'm done"

Congratulations on sending buyer documents with Skyslope Forms!!