Once you enter your deal (or listing) in reZEN, you need to upload all documents required for conveyance to your Checklist in reZEN.
Before starting this step, you need to complete Step 1: Enter your deal in reZEN - Canada
Overview
If you see the status below on your transaction, you likely need to upload documents to your transaction checklist & get Broker Approval.
Watch this 10-minute video or keep reading for step-by-step instructions.
Contents:
The Transaction Checklist
First things first: say hello to your new best friend, The Transaction Checklist
- Every transaction has a checklist that 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. You will notice any items that say Not Started require you to upload a document.
STEP 3: Click Upload to select a document from your device or file cabinet. You can use Real Signature to create templates and manage signatures:
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, please complete Step 3: Deposit Trust Cheques - Canada. If the other Brokerage is holding the deposit in trust, go to Step 4: Broker Approval for Conveyance - Canada
Email Documents
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, please complete Step 3: Deposit Trust Cheques - Canada. If the other Brokerage is holding the deposit in trust, go to Step 4: Broker Approval for Conveyance - Canada
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, please complete Step 3: Deposit Trust Cheques - Canada. If the other Brokerage is holding the deposit in trust, go to Step 4: Broker Approval for Conveyance - Canada
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.
STEP 2: You can drag and drop the PDF or click to upload.
STEP 3: Then, simply select the pages you want to attach to the checklist items. Click "Assign" in the bottom right-hand corner.
STEP 4: A window will pop up. Select the checklist item from the dropdown and click confirm.
STEP 4: 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.
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, please complete Step 3: Deposit Trust Cheques - Canada. If the other Brokerage is holding the deposit in trust, go to Step 4: Broker Approval for Conveyance - Canada