Comparing back office software

Loft47 vs SkySlope Books:

back office software for brokerages that need more than CDAs

SkySlope built its name on transaction management and digital forms. Books, formerly Zipi, is the accounting layer. The focus is on transaction checklists and contract compliance rather than the brokerage financial operations.

See How it Works

QuickBooks was built for a coffee shop. SkySlope was built for transaction compliance and e-signatures. The Books add-on extends the platform into accounting, the product's center of gravity is still forms and transaction workflow, not financial infrastructure.

Loft47 started from commission splits, trust subledgers, and compliance triggers. Focus is on 100% accurate accounting and financial transparency.

Category

Loft47

SkySlope Books

Primary product focus

Real estate financial operations, workflow, automation, intelligence

Accounting layer added onto a transaction management and forms platform

Commission complexity

Every split structure, cap, fee, and team arrangement, calculated automatically

Tiered splits, fees, and royalties via customizable formulas

Trust & escrow accounting

Audit-ready reports, automatic subledger and liability tracking, built to comply with trust accounting rules in 39 US states and 6 Canadian provinces

CDA automation and aging CDA automation and aging reports; less emphasis on multi-jurisdiction trust subledgers, when using ‘books’ accountants must learn a niche product

AI in the core workflow

Contract data extraction, compliance-before-payout, live across the platform

Not a stated focus area as of this writing

Reporting

Real-time commission, trust, and performance reporting built into daily use. Income forecasting, 1099 ease

Aging reports (AP/AR) and 1099 reports for tax season

Who owns it

Founder-led, independent

Majority owned by Fidelity National Financial, a title insurance company (since 2017)

Contracts & data portability

No contracts, no lock-in, your data leaves with you

Brokerages who've made the switch to Loft47 tell us they were on annual terms with SkySlope, data stays when you leave

Onboarding

4–6 hours of one-on-one training, hands-on migration help, live in days

Brokerages who've switched describe onboarding as mostly self-directed

Support

Live chat answered in under 2 minutes, plus email and a deep knowledge base

Support is largely good, albeit ‘Agent first’, accounting support levels are not publicly stated

Rechat and Loft47 integration showing connected real estate tools

Who owns SkySlope

Fidelity National Financial, one of the largest title insurance companies in the US, acquired a 67% majority interest in SkySlope in October 2017. FNF's core business is title and escrow services at the closing table — a different business than running a brokerage's day-to-day financial operations.

That doesn't make Books (formerly Zipi) a bad accounting add-on. It does mean the company behind it has a different center of gravity than a brokerage's commission and trust accounting needs.

Switching from SkySlope

If your brokerage adopted Books because you were already using SkySlope for forms and transaction management, that's a reasonable starting point — and a different decision than choosing accounting software on its own merits. Loft47 integrates directly with SkySlope's transaction management, so you can keep the forms workflow you know and move only the accounting.

Our team provides guidance Most brokerages are live within days, with hands-on training included. No contract to break. Your data leaves with you.

FAQ

Frequently Asked Questions

Who owns SkySlope?

Fidelity National Financial acquired a majority (67%) interest in SkySlope in 2017.

Can I keep using SkySlope for transaction management and switch my accounting to Loft47?

Yes. Loft47 integrates with SkySlope's transaction management, so you can move your back office without giving up the forms and e-signature workflow.

Does SkySlope Books handle multi-state trust accounting?

Books includes CDA automation and aging reports. Loft47 is built to comply with the trust accounting rules across 39 US states and 6 Canadian provinces as a core part of the platform, vs an add-on.

How long does it take to switch from SkySlope Books to Loft47?

Most brokerages are live within days. Our team handles data migration advice and hands-on onboarding.