EDM Document Upload - Real Estate

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 EDM Document Upload – Real Estate      Important Info & Procedure

  1. All transaction related documents forwarding to the office, are to be uploaded via EDM Document only. 
  2. All documents to be legible in PDF format only. Photographic version not acceptable. 
  3. Individual file to be sorted and uploaded under the predetermined file name, and category listed on the request. 
  4. Due to automation processing by Electronic Document Management system, incorrect file distribution may occur, if file name and category requirements were not followed accordingly. 
  5. Office will only process documents received from VirtualAgents360, any other form of file delivery, such as email, fax, or hand delivery etc. will not be handled by the office. 
  6. Documents provided by 3rd parties, including escrow, title, or HOA etc., must be uploaded in request by agent after reviewed and approved. 
  7. All transaction related documents preparing, signing or receiving by the agent, must be uploaded within 72-hours for broker supervision review.