Houston | Realtor | HAR | Matrix Add Edit Attachments

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Summary

This video shows real estate agents how to add documents to their listings in Matrix using the add/edit series. It focuses on uploading agent-only attachments like seller's disclosures, on-site sewer information, and lead-based paint disclosures.

Highlights

Accessing Matrix Add/Edit for Documents
00:00:05

The video begins by guiding users to access the Matrix system, then selecting 'Add/Edit' and 'Matrix Add Edit'. From there, users will choose 'Edit an existing listing' and select their specific listing to manage attachments.

Uploading Agent-Only Attachments
00:00:30

Users are instructed to manage attachments, specifically noting where to add documents visible only to agents. They must provide a description for each document and then find and upload the file from their computer.

Examples of Agent-Only Documents
00:00:46

The presenter demonstrates uploading a seller's disclosure, on-site sewer documentation, and lead-based paint disclosure. The importance of uploading relevant documents for the property, such as lead-based paint for older homes, is highlighted.

Saving and Verifying Attachments
00:01:00

After uploading all desired documents, users click 'Save'. The video then shows how to verify that the attachments are visible on the listing by navigating to the listing page.

Important Agent-Only Documents Reminder
00:01:17

The video concludes by reiterating the importance of setting seller's disclosures, on-site sewer information, and lead-based paint disclosures as agent-only documents on MLS.

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