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.
File names can be updated after upload.
Rename a document
Navigate to the property
Open the property from the Homes tab.Open Documents
From the property navigation, select Documents.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.
Document Best Practices
To keep documents easy to find and manage:
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This maintains consistency across properties.Remove outdated documents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.