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SkySlope Books

Workflow Training

Presented by
SkySlope Learning & Development

About this webinar:

Welcome to SkySlope Books Workflow Training! In this webinar, you'll learn the ins and outs of processing Deals in SkySlope Books.

A prerequisite to this training is the Getting Started training:
Click here to Register/Watch the Getting Started Training

Agenda:
This webinar covers the following topics:
  • Recap Overview of Getting Started training
  • Workflow Processing of Deals:
  1. Review Commission Calculations
  2. Approve Deal
  3. Send Disbursement Authorization to Title Company/Attorney (if applicable)
  4. Confirm Payments
  5. Processing Remaining Payouts (if applicable)
  • Deal Reports

Register for a session or watch on-demand below!