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hey guys this is Tim pranky and this is my video on sky slope zip form and how to get the two platforms to play together nicely I will say that this is an unofficial video it's just one agent helping other exp agents and because that's what we do so this is our main dashboard in sky slope and before we talk too much about that let's let's say that if you don't have a zip form account then you need to set that up the first thing most new agents don't have that already so let's get that set up first so we go over to zip logics dot-com and then we click on products and then we scroll down to zip form plus and then we click on buy now click on I'm a realtor and then you'll select your state and your Association and then you'll just follow the prompts from there as far as setting up an account you just get the basic free account you don't need to pay for any add-ons that's sufficient to integrate with sky slope okay so I've already got that account so I'm just going to go and log in so we can get started all right and while that's logging in let's go back over to the sky slope dashboards in my opinion there are two main things that you're doing in here you're creating a listing or you are creating a transaction you're representing the seller or you're representing the buyer so create a listing a self-explanatory you represent that the seller and you need to create a listing for that particular property it's always best to go and enter that data into the MLS first because then you can Auto populate from the MLS over to this listing just put in your MLS number and draw as much information as possible so you don't have to enter it twice okay and then over here we've got create a transaction this is a little more confusing this is when you represent the buyer and you only click on this button when you have when you're ready to present an offer on a property so you have sale contract in hand are you ready to submit a sale contract and you click on this so where do you do all your preparation where do you get the dock sign just like buyers agency agreement or if your it's a listing where your sellers disclosure where's all that that's all done through working documents and the integration through zip form so let's go back over to zip form and we'll talk about that there so when my string comes up this is I default to transactions that's what comes up first if you notice here I've got one listing that address and then I've got for buyer clients this is just the business I have going on right now and so whenever you do a new transaction it will show up right here before we can do a transaction we want to do templates because the template is what's going to feed into your transactions the information that is used on a regular basis that you don't want to have to enter again and it will provide those documents that you use on a regular basis in one neat package so in templates I have two I've got a buyer and a seller and you can set up others you can set up a commercial farm and land condo one whatever you want to set up but these are the two main ones and we're going to create one as well show you how to do that so my buyer template is right here and basically it's a collection of documents and forms that I use on a regular basis for every buyer client and I want I don't want to have to go and find them every time I just want them to Auto populate and just come into my new transaction by clicking one button and so that's what that's used for and I just put in these five forms you can really put in as many as you want I've got a cover sheet which we'll talk about you need the cover sheet in every template and you want it in every transaction as well so that's why it's in here it will go into the transaction excuse me I've got my buyers agency agreement here I've got a residential sale contract I've got an inspection notice and then I've got my SP wire fraud advisory I know I'm gonna use these live documents in every single buyer transaction so I want to make sure that those are in there and then you can add anything else you want you could add counteroffers or any other documents FH a writer if you want to add that in there these are just the main ones I know that everybody is going to use so I put them in here so let's go and create one first and then I'll show you how how it works so let's go back over here and I'm going to create a new template I've got four choices listing I represent the buyer I represent the tenant or I represent the owner landlord so I'm representing the buyer so I want new purchase or offer I need to put a name here I'm gonna call it buyer test and the property type is residential like I said you could set it up for farm and ranch vacant land commercial whatever you want this one's just residential I'd leave this box checked for do not automatically apply this template I want the option to select it when I do my new transaction so I just leave that do not automatically apply and hit safe and so I'm actually in the template I've just got a blank canvas I haven't imported any forms or documents yet so we want to do that let's go over to add a dock and now a form is a fillable document so that's a document that has fields that we can type into and so you want to use as many of those as possible and when you can't find one then you have to actually put it in a document like a PDF but it's best to be able to fill those forms just by typing them in okay so we can we can select from our computer we can select from Dropbox Google Drive onedrive or add a form and those are in zip form so I want to add a form and if you notice here this is my saint-louis Association of Realtors that's my association and these are all the documents that are available through zip form for that particular Association and it's most of them it's most of the ones that you need but when you first set up your zip forms even though you integrate your Association it probably your particular association may not be the one on top I know mine was not and I'm going to show you how to see if you look here these are all different associations and I really only want to focus on the SLAR like that so I'm gonna show you how to change that so I'll go up here and click on me and then click on view profile and then click on forms and here's that list of the libraries organized and SLAR was at the bottom but i moved it to the top like that and I'm done organizing and save and then close that ok so we're back here again let's go back to add a doc [Music] add form and then so I can scroll through here and pick my forms or I can just start typing a few letters cover and that's going to come up and put that in then I need a buyer's agency if I do buyer it's only gonna give me a few buyers exclusive agency contract if I want a residential sale contract that's right there and then I like to put in the inspection notice I know I'm gonna use that and then and that's it because that last one was a PDF and that's not going to be found in these forms and by the way if you just delete out anything in the search bar then all of these come back again and you can go through here and scroll and of course you see highlighted the ones that I have in there already okay so I need to go and add that PDF that I like to have in every every new transaction so I move back to add doc and this time browse from my computer for a document that's right there exp wire fraud I click open and ok and now that's in there as well so these are all my five documents that I want included for every new buyer transaction so let's go back over let's back to templates and let's click into my buyer template and I've already set up okay so the five same five are here but I've put some data into them to make my life easier so this is my cover sheet I don't want to put buyer information in because this is going to be used for all new buyers so I don't want to enter one buyer then that buyer will be in every new transaction don't want to enter seller information the main thing I want to enter is my broker information right here so once I've typed all of this in here since I represent the buyer and I need the selling broker I never have to enter this information again it is in there and unless it changes I never have to type it again which is beautiful down here is the listing broker information so if I represent the seller then I would want that broker information down here instead okay and that's pretty much it other than I also include my title company here because I want that to go ahead and auto populate to it so the question you ask yourself will I use this more often than not and if you're using this title company more often than not then go ahead and put it in there you can always replace it with a different title company in a particular clients transaction but it's in there so that you don't have to type it in and you don't have to look up address or any of that stuff later so it's already in there I'm going to leave that in there and you do the same thing with lenders if you always use the same lender or pretty much always use it then put that lender information in there already and then it will Auto populate all the time okay so let's get out of that and let's go and look at this buyers exclusive agency contract some things auto-filled from the from the cover sheet and then other things I want to come in and enter myself so single-family residence is is pretty much it's pretty common and that's what we're normally looking for so I go ahead and put that in there so that Auto populates into every new transaction and then I can always change that if that's not what we're looking for I put my minimum Commission right there I like to fill in these forms our fields instead of leaving them blank 1:20 and then I come down here and my name here as the designated agent and that's going to be on every buyer agency agreement and then I don't have any other agents who may be using for working on this business so I put n/a and all three of these but if you had somebody that you normally work with that may be taking this client then you want to put their information there okay and then the broker information auto filled down here for me so I didn't have to do that alright so let's go to our residential sale contract the same thing I went and put some information this auto-populated integrity and contingent upon financing that is usually checked so I go ahead and check it now convention one fixed-rate is the most common for me so I'm going to go ahead and check those so that they'll automatically be checked and I won't have to check them later integrity auto-filled right here I checked this box for closing at X date and time and we usually use an appraisal writer so that's checked already to buy her to order provide and purchase title I already check that and then the rest of these I don't like to leave them blank so I just put that number in there 25 there and then and then 10 and 10 and 10 15 all right so that will already be in I never have to put it in again I can always change it if it's different for a particular client okay and then buyer confirms that they've they've read the sellers disclosure if that would not be the case and I'll uncheck that box of course but it usually is the case let's go down to the bottom and you notice that the broker information and my state license ID and my MLS ID are all entered those auto-populated from that cover sheet so those are all good to go so that's pretty much yet that's what our templates look like and this has all kind of done the same way so go into each one of these and just see if there's any fields that you want filled for every single client pretty much again the question is more often than not then you go ahead and fill those in and then every time you add this template to a new client all of that stuff will already be in there for you all right so the next thing we're going to do is go set up a transaction and that'll be on the next video