The Documents section allows your team and buyers to access important documents in one place, without relying on emails or text messages.
Documents uploaded here are visible to both internal teams and buyers and remain tied to the home throughout the transaction and ownership lifecycle.
Uploading Documents
You can upload documents directly to a specific home and folder.
Navigate to the property
Open the property from the Homes tab.Open Documents
From the property navigation, select Documents.Select a folder
Choose the folder where the file should live (for example, Contracts, Plans, or HOA Documents).Upload the file
Click Upload, or
Drag and drop one or more files into the upload window, or
Browse your device to select files
Notify the buyer (optional)
Notify Buyer is selected by default
When enabled, buyers receive an email and push notification
Uncheck this option to upload the document without notifying the buyer
Optionally add a short note for context
Confirm upload
Click Upload to add the file to the selected folder.
Renaming Documents
File names can be updated after upload.
Locate the document
Navigate to the folder containing the file.Open options
Click the ellipsis (…) next to the document name.Rename
Select Rename, enter the new file name, and click Save Changes.
The updated file name is visible to both your team and the buyer.
Deleting Documents
Documents can be permanently removed from a home.
Locate the document
Find the file you want to remove.Open options
Click the ellipsis (…) next to the document.Delete
Select Delete and confirm the action.
Deleted documents are permanently removed from the property’s document library.
Organizing Documents with Folders
Operator includes a pre-configured folder structure to keep documents organized and consistent across homes.
Common folders include:
Contracts
Closing Documents
Floor Plans
HOA Documents
How folders work
Upload documents directly into the appropriate folder
Group related files together for easier navigation
Empty folders are not visible to buyers in the Buyer Portal
This keeps the buyer’s view clean and focused.
Document Best Practices
Use consistent file names
Example:Lot_42_Purchase_Agreement_Signed.pdfUpload files to the correct folders
This maintains consistency across properties.Remove outdated documents
Periodically review and delete files that are no longer relevant.Check the buyer view
Use View Buyer Portal to confirm documents appear clearly from the buyer’s perspective.For best performance, keep individual file sizes reasonable
Supported File Types
PDF
JPG
PNG
MP4