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Step 2: Upload Transaction Documents

  • Updated

Once you enter your deal or listing in reZEN, you need to upload your transaction documents. This needs to be completed no later than 7 days befor closing to allow your broker team adequate time to approve your file and mark it compliant. 

Before starting this step, make sure you complete: Step 1: Enter your deal in reZEN

Overview

If you see the below status on your transaction, you probably need to upload documents to your transaction checklist. 

Watch this 10-minute video or keep reading for step-by-step instructions.

Contents:

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The Transaction Checklist

First things first: say hello to your new best friend, The Transaction Checklist

  • Every transaction has a checklist. 
  • Shows all the documents required to close
  • Each checklist is unique to where you do business. Your Broker sets these up based on local requirements. 
  • As your Broker is reviewing your transaction, he/she may require additional checklist items. 
  

How to find your Transaction Checklist:

STEP 1: Login to reZEN. Click Transactions on the left hand side and find the transaction in question. Click the eyeball "view" button to open the transaction. 

STEP 2: Click Checklist on the transaction. If you see Required next to any item, you must upload that document. 

  • If Applicable: Only required in some situations. Your Broker may change this to required. 

  • Optional: Not always required, but you may still upload.

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STEP 3: Click Upload to select a document from your device or file cabinet.

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How to upload Documents

You have several options to upload documents:

  • Upload directly from your computer/phone - how to
  • Email documents using your unique transaction email - how to
  • Drag and drop many documents to your filing cabinet - how to
  • Use the PDF splitter to split a large PDF into separate checklist items - how to

Upload from your computer/phone

STEP 1: Click Upload next to the checklist item, then click from this device.

STEP 2: This will open a popup. Select the document you want to upload. 

It's that easy! Once the item is uploaded, the status will change to Pending. This means it's ready for your Broker to review. 

Once you've uploaded all your transaction documents, you're ready for Step 4: Broker Approval. Don't forget: you will need to upload all closing documents immediately upon receipt (see Step 6: Close)

Email Documents to your file cabinet

Send documents to your transaction's unique email address. Documents will be uploaded to your transaction's file cabinet so you can easily associate them with checklist items. Click here to learn how to use the feature in 1 minute.

Step 1: Copy your transaction's unique email.

Step 2: Paste this email into an email. Attach all the files you need to send and click Send.

Step 3: Go back to your transaction in reZEN, click File Cabinet. Your files will appear in the File Cabinet in a matter of minutes. 

If you have a large document (packet) that contains many checklist items, you can click the scissors icon to split the PDF and assign to various checklist items. Learn more - Split & Attach.

Step 4: Click Checklist to go back to your checklist. Scroll to the checklist item you want to update and click Upload > From File Cabinet.

Step 5: Select the file you want to assign to the checklist item. Then click Attach. 

It's that easy! Once the item is uploaded, the status will change to Pending. This means it's ready for your Broker to review. 

 

Once you've uploaded all your transaction documents, you're ready for Step 4: Broker Approval. Don't forget: you will need to upload all closing documents immediately upon receipt (see Step 6: Close)

Drag & Drop Files to your Filing Cabinet

Drag & Drop all your files to the File Cabinet. Click here to learn how to use the feature in 1 minute.

Step 1: Click File Cabinet to see your File Cabinet

Step 2: Drag and Drop files from your computer to the file cabinet. The files will appear in the bottom section. 

If you have a large document (packet) that contains many checklist items, you can click the scissors icon to split the PDF and assign to various checklist items. Learn more - Split & Attach.

Step 3: Click Checklist to go back to your checklist. Scroll to the checklist item you want to update and click Upload > From File Cabinet.

Step 4: Select the file you want to assign to the checklist item. Then click Attach. 

It's that easy! Once the item is uploaded, the status will change to Pending. This means it's ready for your Broker to review. 

Once you've uploaded all your transaction documents, you're ready for Step 4: Broker Approval. Don't forget: you will need to upload all closing documents immediately upon receipt (see Step 6: Close)

Use the "Split & Attach" feature to split a large PDF and attach it to multiple checklist items.

Step 1: Click the "split & attach PDF" button. You will see this whenever you are viewing the checklist for a given transaction. 
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Step 2: You can drag and drop the PDF or click to upload. Screen_Shot_2022-10-12_at_4.24.15_PM.pngStep 3: Then, simply select the pages you want to attach to the checklist items. Click "Assign" in the bottom right-hand corner.Screen_Shot_2022-10-12_at_4.28.06_PM.png
 
Step 4: A window will pop up. Select the checklist item from the dropdown and click confirm.
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Step 5:  If the document contains multiple checklist items, you can repeat steps 2-4 to attach various pages from the same document to multiple checklist items. 
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It's that easy! Once the item is uploaded, the status will change to Pending. This means it's ready for your Broker to review. 

That's it! Once you've uploaded all your transaction documents, you're ready for Step 3: Calculate & Approve Commission. Don't forget: you will need to upload all closing documents immediately upon receipt (see Step 6: Close)

 

 

 

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