As an Agent or Transaction Coordinator you’ll be able to quickly create a great looking disclosure package, collaborate on them with your team, and share information with interested buyer parties.

How It Works

Step 1- Sign Into your account 

Step 2- Select the Create Property Button

This can be found at the top of the package list on the agent homepage. 

Step 3- Select The Role 

You’ll need to indicate which side of the transaction you represent. If a listing agent is not using to share their property information you’ll be able to create a buyer side package to share with your buyer clients.

Step 4- Enter the Address 

The software will auto-suggest addresses based on your location, however, you can manually enter the property address if needed. 

Step 5- Add Property Information

This allows interested buyer parties to quickly reference the top-level details for your property. Some buyers don’t have access to the MLS printouts or they’re looking at multiple properties; this is an optional step.

Step 6- Upload Photos 

Adding images to your property package also allows buyers to get a visual of your listing. The first image will be included on PDF exports of the property packet and used as the first image seen by potential buyers on the registration page. This is an optional step.

What’s next? 

You’re property package is now created and ready for you to add documents and reports. The Coversheet is automatically generated for you and as you add PDFs to the package a Table of Contents is generated for you. 


Q: How do I edit the address, list price, information, or photos?

  • A: To edit the address, property information or photos select the “Edit Property Info” on the right side of the screen.

Q: How do I add documents to my property package?

  • A: Above the coversheet there is an “Add Document” button. When you select this you’ll be able to choose how you’d like to upload a document to your package. Documents must be saved as PDFs in order to be uploaded. For more information check out this article: Add Documents to Your Property Package

Q: How do I customize my coversheet?

  • A: If you hover over the coverhseet an “Edit” button will appear. Clicking on that will allow you to customize your coversheet. For more information check out this article: How to Edit Your Coversheet
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