To upload a document to your property, navigate to the images/docs tab of the listing.
The Statement of Information (SOI) is one such document that requires careful handling to ensure it is uploaded correctly for portal visibility.
If you scroll down you will see that there are two sections where you can upload documents to the listing:
Ensure you have the required permissions to upload documents. For example, the Salesperson role may need specific permissions enabled depending on your organization's setup.
Add Shared Document
Add Internal Document
A shared document can be sent to your buyers, whereas an internal document cannot be sent to buyers and stays in Zenu for internal purposes only.
The Statement of Information (SOI) is an example of a key shared document that needs to be visible on property portals.
Examples of internal documents would include the agency agreement and a signed contract of sale.
Similarly, SOI is another example of a crucial document that should comply with portal requirements.
Click on the "add shared/internal document button"
Upload your document by either dragging the file to the specified area or clicking the "select new files" button to browse your computer
Choose the document type
Add a description and choose whether or not you wish to display on your website and in auto-responders
Please note this option will depend on whether you have a Zenu website and also the settings for the office
After uploading, ensure the SOI document appears in the Documents section. Additionally, push the feed to portals from the Portal section in Zenu to ensure visibility. Verify its appearance on listing portals by checking the listing feed status.
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