EDM Document Upload - Real Estate
EDM Document Upload – Real Estate Important Info & Procedure
- All transaction-related documents forwarding to the office, are to be uploaded via EDM Document only.
- All documents are to be legible in PDF format only. Photographic version is not acceptable.
- Individual files are to be sorted and uploaded under the predetermined file name, and category listed on the request.
- Due to automation processing by the Electronic Document Management system, incorrect file distribution may occur, if file name and category requirements were not followed accordingly.
- The 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.
- Documents provided by 3rd parties, including escrow, title, or HOA, etc., must be uploaded in request by the agent after being reviewed and approved.
- All transaction-related documents prepared, signed, or received by the agent, must be uploaded within 72 hours for broker supervision review.