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 are to be legible in PDF format only. Photographic version is not acceptable. 
3. Individual files are to be sorted and uploaded under the predetermined file name, and category listed on the request. 
4. 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. 
5. 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. 
6. Documents provided by 3rd parties, including escrow, title, or HOA, etc., must be uploaded in request by the agent after being reviewed and approved. 
7. All transaction-related documents prepared, signed, or received by the agent, must be uploaded within 72 hours for broker supervision review.