Adding attachments to a lead’s profile is something that we found to be vital. We know it’s important to keep track your:

  • Property Disclosures,
  • Representation Contracts,
  • Purchase Agreements,
  • inspection reports,
  • settlement statements.
  • Property photographs
  • Anything you want to include in your file

With this area of the profile, you’re able to upload nearly any kind of files like:

  • pdf's,
  • word docs,
  • spreadsheets.

Step 1: Open the Profile

  • Locate leads in which you wish to communicate with
  • Click on a Lead's Name in Vision
  • Search for a Lead
  • Click on the Lead Name to Open the Profile

Step 2: Upload an Attachment

  • Click on the select files button,
  • this brings up the computer's file browser. Now we just have to locate the file, then double click on the file we want to upload.
  • Once it’s uploaded, You just have to click post to pair it with the lead.
HINT:
Think of uploading all of your Attachments inside of your Real Estate Folder about your Transaction. Now you have a complete Digital Record for your Real Estate Transaction, which is helpful as you often have to maintain your Real Estate files for a number of years once the transaction is done. Just be sure that your State allows digital records before you try discarding your paper files