Submitting Deal Paperwork for Review

SOP: Transaction Management Using SkySlope

PurposeTo ensure every deal is entered, organized, and submitted consistently in SkySlope so the brokerage file is complete, easy to review, and ready for processing.

This SOP follows the workflow introduced in Stephanie’s Transaction Management using SkySlope video: create a new purchase transaction, select the correct representation and property, then build and organize the transaction file.

1. Confirm You Have a Complete Deal Package

Before opening SkySlope, confirm the agent has provided:

Fully signed Agreement of Purchase and Sale

All schedules, clauses, amendments, waivers, or fulfilments

Correct buyer and seller names

Property address and MLS® number, where applicable

Purchase price, deposit details, closing date, and condition dates

Representation and compliance documents required for the transaction

Any additional supporting documents or special instructions

Admin role: organize and verify completeness.Registrant role: confirm terms, give advice, explain documents, and obtain signatures.

2. Create the Transaction in SkySlope

Log in to SkySlope.

Go to the Transactions area.

Select Create New Transaction.

Choose the correct transaction type, such as:

Purchase

Listing

Lease

Other transaction type used by the brokerage

Select the correct representation type.

Enter the property details carefully.

Use the signed APS and agent instructions as the source for all transaction details. Do not guess or fill in missing information.

3. Enter the Deal Details Carefully

Enter and verify the core transaction information, including:

Property address

Buyer and seller names

Agent and team information

Purchase price

Deposit amount and deposit instructions

Closing date

Condition dates

Representation details

Lawyer information, when provided

Any other required transaction fields

Best practice: Compare every key field to the signed agreement before moving forward.

4. Upload Required Documents

Upload the deal paperwork into the appropriate SkySlope sections or folders.

Typical documents may include:

Agreement of Purchase and Sale

Schedules and clauses

Confirmation of Co-operation and Representation

Waivers, fulfilments, amendments, or notices

FINTRAC documentation

Trade Record Sheet

Deposit-related documentation, where applicable

Agent sales information sheet

Any required disclosures or compliance forms

Upload documents as clear PDFs whenever possible.

5. Keep the File Organized

Use consistent document names so another admin, manager, or compliance reviewer can immediately understand the file.

Suggested naming format:

Property Address – Document Name – Date

Examples:

123 Main Street – APS – June 12 2026

123 Main Street – Schedule B – June 12 2026

123 Main Street – Financing Waiver – June 18 2026

Keep documents in the appropriate SkySlope section rather than uploading everything into one general folder.

6. Complete a Final File Review

Before submitting, check:

Are all required signatures present?

Are dates and deadlines correct?

Are all schedules attached?

Do names match across the APS, schedules, and compliance documents?

Is the transaction type correct?

Are all required brokerage forms included?

Are documents legible and named clearly?

Have all amendments, waivers, and fulfilments been added?

If anything is missing or unclear, flag it for the agent or team leader immediately.

7. Submit for Brokerage Review

Once the file is complete:

Confirm the documents are properly uploaded and organized.

Submit the transaction through SkySlope for brokerage review.

Monitor the file for notes, missing-document requests, or approval updates.

Save or communicate any follow-up requirements to the agent promptly.

Key Standard

A deal should never be submitted as “complete” when paperwork is missing, unreadable, unsigned, or placed in the wrong section.

Organized files reduce review delays, protect the brokerage, and help the deal move smoothly from accepted offer through closing. RECO has emphasized that unregistered brokerage staff play an important role in supporting compliant brokerage operations, while the brokerage remains responsible for compliance.

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