Find how much you have
Sign in with a Broker or Admin login. SkySlope's roles page gives Brokers full access to all offices and files, lets Admin/Auditors manage reports, and lets Office Managers generate reports for their office only. Click your name at the top right, choose Admin to open the Admin Hub, then open the Reports tab.
SkySlope offers four reports, each tied to one date: Listing Report by List Date, Pending Report by Acceptance Date, Closed in SkySlope by Actual Closing Date, and Master Data Report by Created Date. Use the Master Data Report, because every file has a created date while the other three only apply once a file reaches that stage.
Enter a start date before your first file and an end date of today, then click Download. The report arrives as an Excel spreadsheet. SkySlope states no limit on the date range, so if a long range is slow or fails, run one year at a time.
Count the rows in each file and add them up. The report lists each file's ID, office, status, type of sale and key dates, so you can split the total into listings and transactions and into open, closed and canceled. Spot-check that one row equals one file.
Check the archives. SkySlope says an archived file is only reachable from Access Archives, and its report page does not say whether archived files appear in the Master Data Report. Pick a file you know is archived, look for its file ID in the download, and ask SkySlope support if it is missing.
To size the documents, open a few files of different ages and count what is attached, then multiply the average by your file count and report it as an estimate. Note the earliest Created Date in the report as the start of your history.
What to put on your intake
Your intake has five boxes for each system. Here is what goes in each one for SkySlope.
- What does it hold?
- Listing and transaction files: contract and closing dates, parties, commission details, checklists and the documents attached to each file, including canceled and archived files. Say what kinds of deals you do, for example: residential listings and purchases with signed contracts, addenda and disclosures.
- Data types
- Structured records for the report data. Add Text if you are willing to license the document PDFs, which are signed contracts and the most sensitive part of a file.
- How big is it?
- Choose Transactions and enter the number of file rows in your Master Data Report downloads, with listings and transactions counted together or split out in the description. Put the estimated document count in the description too.
- Verified or estimated
- Verified when the count comes from reports covering your full history and you have checked that archived files are included. Estimated when you scaled up from a few years or did not confirm the archived files. The document count is always an estimate.
- Records start
- The earliest Created Date in the Master Data Report. If you used another system before SkySlope, say so, because earlier deals will not be here.
Exporting the full history
If a buyer licenses your records, this is how the full history comes out of SkySlope.
A buyer export happens only after a license is signed and the scope is agreed: which years, listings or transactions or both, whether canceled files count, and whether document PDFs are included. Separately, SkySlope's help says an agent loses access to their account when they leave a brokerage and that files cannot be moved to another brokerage, so pull what you need before people depart.
For file-level data, an Admin or Broker downloads the Master Data Report from the Admin Hub, Reports tab, in yearly ranges if one long range is slow. It lists dates, amounts, commission figures, agents, buyers, sellers, lender, title company and more, so it carries personal details that are removed before delivery under the license.
For documents on archived files, open Access Archives from the SkySlope home page, search for the file and use the drop-down beside it. Choose All Documents for everything in the file or Checklist Documents for only those attached to checklist items. You get a compressed .zip file in your downloads folder. SkySlope's note for departing agents says canceled files can also be downloaded whole with the same one-click tool.
For closed files that are not archived yet, SkySlope's archiving article says only the Archives offer one-click download of all of a file's documents. An Admin or Broker can archive a closed file from Transaction Actions inside the file, or from Manage Transactions, by choosing Archive Transaction. After that, SkySlope says the file is reachable only from Access Archives, so agree a batch plan with your team first.
For a bulk copy of documents, SkySlope describes a Client Document Replication Service that copies listing and transaction documents into a Box.com account you create. It starts within three weeks of a signed agreement and then copies new uploads as they happen. It needs a signed Order Form.
Developers can ask SkySlope about its Bulk Export endpoint, which returns a summary of transaction and listing activity for a brokerage, office or user, and is provided after an Order Form and a review of the API documents. SkySlope Forms publishes a separate Partnership API reference, written for integration partners, that includes endpoints to download a file's documents; ask SkySlope whether your brokerage can use it. Under the license, names, addresses and identifiers are removed before anything reaches a buyer, and documents are reviewed individually.
We only ask for an export after you sign a license and agree the scope. Sizing your data for the intake never needs one.
Limits to know
- One-click download of all documents is described for archived files, and SkySlope's note for departing agents also mentions it for canceled files. For files that are still active, pending, expired or only closed, the help pages describe no equivalent, so a large history either needs archiving first or the replication service or API.
- The archive download gives a .zip of compressed PDFs. SkySlope's article states no limit on size or document count and does not say whether non-PDF attachments are included, so test with one big file before promising anything.
- Reports come out as Excel files. SkySlope's report page does not mention CSV and states no cap on the date range.
- It is not stated whether the Master Data Report includes archived files. Verify with a file you know is archived.
- Canceled files sit in their own place. Once an Admin or Broker approves a cancellation, or marks a file Fully Canceled, it is kept in the Canceled Contracts section, so count and export those separately.
- Only an Admin or Broker can close, archive or reactivate a file. Agents and Limited TCs cannot, and an Office Manager cannot manage reports, only generate them for their office.
- Accounts are tied to the brokerage. SkySlope says an agent who leaves loses their account, along with any connected SkySlope Forms and DigiSign accounts, and that files cannot be transferred to another brokerage. The article tells people to download archived or canceled files, select documents and Working Docs before they leave. It does not say what the brokerage retains.
- SkySlope Forms, DigiSign, Breeze and Books are listed on SkySlope's support site as separate products, so documents drafted in Forms or signed in DigiSign may need their own export. The pages we reviewed state no retention period for stored files, so confirm with SkySlope or in your Order Form.
- The replication service and the API both need a signed Order Form. SkySlope puts replication pricing in that form and says API pricing comes through its sales team. Its replication page expects you to download files from Box yourself and check that the right documents arrived.
This guide isn't legal advice. Check your contracts, and any recording-consent rules that apply, with your own lawyer.
Why buyers value it
A SkySlope file is the full paper trail of a real estate deal: when it was listed, when an offer was accepted, how the contract changed through addenda and amendments, which disclosures and inspection items came back, whether it closed on the scheduled date, and, for many, why it fell through. Buyers working on contract review, deal-risk scoring and closing-timeline prediction need exactly that sequence of decisions and outcomes, and it rarely exists anywhere else in structured form.
Value grows with volume and consistency. A brokerage with several years of files, a steady checklist and clear closed or canceled outcomes gives a buyer something close to a labeled training set.
What stays private
Buyer, seller, agent and lender names, addresses, phone numbers and emails, signatures, escrow and loan numbers, and the property address where it points to a person are removed or generalized. The document PDFs contain signed personal and financial details, so they are excluded unless a specific package is agreed and each file is reviewed first.
Commission amounts tied to named agents, brokerage agreements and splits, your login and user list, and anything from SkySlope Books or other connected finance tools are not part of the license. Third-party forms and templates supplied by associations or MLSs stay with their owners.
Common questions
Sources
Vendor documentation, checked . Screens and plans change, so if a step looks different in your account, check with SkySlope.
- SkySlope Support: Generating Reports (opens in a new tab)
- SkySlope Support: Roles Within SkySlope (opens in a new tab)
- SkySlope Support: Download and Share Archived Files (opens in a new tab)
- SkySlope Support: Archive an Already Closed Transaction (opens in a new tab)
- SkySlope Support: Property File Statuses (opens in a new tab)
- SkySlope Support: What Happens if I Leave My Brokerage? (opens in a new tab)
- SkySlope Support: help center home (opens in a new tab)
- SkySlope: Service Descriptions (replication service and Bulk Export) (opens in a new tab)
- SkySlope Forms Partnership API reference (opens in a new tab)