Brokerage Engine Support

Import Listing/Buyer Documents 


Overview:

In this article, we'll review how to import listing/buyer documents into a transaction file. This feature allows the user to import documents that have already been approved from the Listing Document File or Buyer Document File.

  • Only Documents that have already been approved can be imported into Transaction File.
  • Documents imported do not have to be reviewed again.
  • The Document still remains in the listing or buyer document file even if copied into Transaction File.

Quick Reference:


Link to Full Step-by-Step Guide





















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