Step 1 – Contract and Highlights
Step 2 – Changing Your DRE License
Step 3 – Updating or Changing Your Local Association
Please fill out the appropriate member transfer form for the Association you are currently a member of, then send the completed form to [email protected] to finalize your onboarding process. An email confirmation shall follow.
Association (Existing) Member Office Transfer Form
For a new member application click here or contact either of the Associations below that Excel is currently a member of.
Association Home Page
Step 4 – Changing Your Address within Your CAR Zip Forms
Step 5 – Your First Real Estate Deal with Excel
Once you have your first listing or transaction, whether listing or purchasing, contact [email protected] to schedule an appointment to help get you started with our process. All files are stored through our online transaction management system with SkySlope. Transactions need to be maintained within SkySlope throughout the listing or purchasing process. Listings need to be inputted in SkySlope within 3 days of of signed listing agreement. For a list of all required disclosures for a listing or purchase transaction click here. If you are in need of a Transaction Coordinator, contact [email protected] after getting started with Toshina.
Step 6 – Managing With Skyslope
Review the informative tutorials to help you navigate easily through Skyslope. These tutorials are great and will really help answer any questions you may have regarding Skyslope. After you have watched and read the tutorials, Skyslope has 24/7 customer support that can be reached via live chat, email or call.