The Brokerage Engine team
Documents Enhancements

Import Listing Documents to a Transaction

AUTHOR: The Brokerage Engine team

Seamlessly transfer documents from a listing checklist, to a transaction, in seconds.

Click. Click. Done.

Listings are great, a listing that becomes a transaction is even better, and closed transactions are the BEST thing since sliced bread 💵 But hold up. In order to get to that stage, we need to make sure our documents are in order. When converting a listing to a transaction, there are often document dependencies which have already been fulfilled. With the new Listing Document Import tool, in just a few clicks users can transfer completed documents into their Transaction checklist. Pretty nifty, right?

As of publishing this release - the Listing Document Import tool is active on all Brokerage Engine customers utilizing the Documents module. Enjoy!

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