I will create custom skyslope workflows and checklists
Business Systems, Websites and Real Estate Operations Specialist
About this Gig
Are you using SkySlope but struggling to keep your transactions organized?
I will create custom SkySlope task templates and workflows designed specifically for real estate agents, transaction coordinators, teams, and brokerages.
Built from 5+ years of transaction coordination experience and 500+ real estate transactions, these templates help you streamline your workflow, improve accountability, and avoid missed deadlines.
WHAT YOU WILL RECEIVE:
- Custom SkySlope task templates
- Agent and TC task separation
- Buyer and seller transaction workflows
- Due dates and milestone organization
- Organized and repeatable processes
- Templates tailored to your business
- Step-by-step setup and guidance
BONUS INCLUDED IN ALL PACKAGES:
- PDF Operations Manual
- Easy-to-follow instructions
- Proven workflows based on real transactions
Whether you're an individual agent or a growing team, I will help you build a structured transaction system that saves time and keeps every track file.
Please note: This service focuses on template creation and workflow setup inside SkySlope. Ongoing transaction coordination services are not included.
Feel free to message me before placing an order.
Language:
English
•
Spanish
Purpose:
Business
Work model:
Project-based
•
Monthly retainer
Service type:
Template creation
File type:
Excel
•
FAQ
Do I need to have a SkySlope account?
Yes. You must have an active SkySlope account. I will customize and organize your task templates within your existing workspace.
What types of templates can you create?
I can create Buyer Under Contract, Listing Under Contract, Buyer Intake, Seller Intake, Follow-Up, Lease, Referral, and other custom transaction templates based on your workflow.
Do you separate Agent tasks and Transaction Coordinator tasks?
Yes. All templates can include separate Agent and TC tasks to improve accountability and streamline transaction management.
Can you customize the templates for my team or brokerage?
Absolutely. Templates can be customized to match your processes, deadlines, and transaction workflow.
Do you provide ongoing transaction coordination services?
No. This gig focuses on creating and organizing SkySlope task templates and workflows. Ongoing transaction coordination services are not included.
Where do these templates come from?
The templates are based on more than 5 years of transaction coordination experience and over 500 real estate transactions.
Can you help with teams and brokerages?
Yes. I work with individual agents, transaction coordinators, teams, and brokerages looking to maximize the full potential of SkySlope.
Will I receive instructions on how to use the templates?
Yes. Every package includes a PDF Operations Manual with step-by-step guidance.

