The Transaction Desk system allows you to upload documents to your transactions in Matrix.
Transaction Desk is linked to the Matrix Add/Edit Listing Manager, allowing for seamless integration between the two platforms.
You can start a transaction in advance, even before adding or editing a listing, or create a new transaction directly from the Add/Edit Document function within the Listing Manager.
While OneKey MLS doesn't mandate document uploads now, if requested, please provide them within 24 hours to avoid penalties.
1. Login to Matrix.
You can access your listings from the menu option My Matrix - My Listings, or the My Listings Widget, or go directly to Add/Edit Listing Manager
2. Once you're in the Add/Edit (Listing Manager), search/find your listing, and click Actions icon - 3 dots.
3. Click Add/Edit Documents...
Tip: To view an existing transaction attached to your listing, click the Actions icon (3 dots) and select View Transaction under Other Options.
4. You will be taken to another window/tab for the Transaction Desk/Instanet.
The Select popup will appear with two options,
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Create New Transaction - Go to Next Step
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Use Existing Transaction - Select your existing transaction and go to Step # 6
5. If you are creating a transaction for the first time, the Create Transaction Window has required fields. After selecting your options, click Create
6. You have the ability to drag and drop files or click the blue bar to search for files on your computer or mobile device.
You can upload PDF, JPG, PNG file types and more!
7. Once your documents have been uploaded you will select the document type from the drop down, then determine the MLS Access Type, and Update
8. Once uploaded, your listing documents page will display your upload in a line item.
Additional functions once your document has been uploaded:
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Click the Add + icon to add additional documents
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Click the star icon to change the access type
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Click the three dots to delete the file.