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Storing documents for a specific listing and adding them to the listing

Natively HomeSwing CORE does not support storing documents for listings, but there are other options available.

Two easy ways to work around that using Documents

1) Create a document folder for the listing in Documents



 

2) Title the document section with however you collaboratively share listing information among each other – MLS ID, address, etc.



 

3) Upload the documents. 


 

4) Sharing the documents

  • If you need to share them with Agents/each other, either make it a custom to have the agents look in documents OR add the public document link in Notes
  • If you want them to be public, add the public document link to the “Marketing Remarks (Long)” section of the listing record.








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