How to Use the SkySlope Integration
Note: This integration is currently being rolled out and may not be visible to all teams yet. If you don't see it in your Integrations page, contact your account owner or the BrokerBot support team to inquire about availability.
BrokerBot integrates with SkySlope, allowing you to access your transaction management system directly from chat. View files, documents, templates, forms, and your user profile without switching to a separate app.
Connecting SkySlope
Go to Settings → Integrations.
Find SkySlope and click Connect.
Follow the authorization process to link your SkySlope account.
Note: SkySlope integration availability may depend on your team's feature configuration.
What You Can Do
List and view transaction files — See all files in your SkySlope transactions.
View documents — Access specific documents within your transactions.
Browse templates — View available SkySlope document templates.
List forms — See available forms and their details.
View your profile — Check your SkySlope user profile and account information.
Example Prompts
"Show me my SkySlope files."
"What templates are available in SkySlope?"
"Look up the documents for my current transaction."
Questions? Reach out to [email protected].