Compliance Corner- Save & Upload Documents

Please note: this article is a snapshot of a message that was posted on the MLS system at some point within the last year.  Things evolve rapidly in our industry, and the information in this article may have changed since it was first published. Compliance Corner articles are not updated after they are published, even if the information contained within has changed.

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Compliance Corner #18

February 10, 2020
Don’t Forget to Save your Uploaded Documents

The majority of agents try their best to comply with our rules surrounding the mandatory uploading of the Listing Agreement or Listing Agreement Compliance Certification to the Private Supplements section in Matrix, and we are very appreciative.  Sadly, many are still missing one crucial step- actually saving the upload.  By missing this one small (but vital) step, their documents are not being attached to their listings and they are susceptible to being fined. 

Please take a moment to review the steps to successfully upload and save your Supplements and avoid costly fines!

Uploading Supplements to your listing

Any file you would like to attach to a listing has to be in pdf format. Matrix will not accept any other format for Attached Docs.

Go to Add/Edit and select the listing you are working with, then go to Manage Supplements:

1. Click the Choose File button to search your PC for the file you want to attach to your listing.

Note: you can only load PDF documents to your listing, and they cannot be any larger than 10mb (each document).

Once you find the file you want, double click it - that brings you back into Matrix where you can enter a description for the file and/or use the drop down list on the right to choose from a list of commonly attached document types.

2. Click Upload.

The document will appear at the top of the screen, along with any others you have previously uploaded:

At this point, if you have other documents you want to attach to the listing, click Choose File to repeat the process.

If you add additional documents, you can then use the Move Up and Move Down buttons to arrange the order in which they will appear when a user views the Attached Docs on your listing.

3. Click Save when you are finished. *** If you do not do this final step, your uploaded documents will not be saved and they will not be attached to your listing. If you are uploading a required document, such as a Listing Agreement, failing to successfully complete this process could lead to Compliance fines. ***

Note: There is a 10 document limit per listing in Manage Supplements.  Matrix will not allow any more than 10 attached documents.

Here is a video that demonstrates the process.

As always, please feel free to contact the Compliance Team for additional information.

Compliance questions?  Send an email to Compliance@SmartMLS.com or call us at 203-750-6000.

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