Transcript Doc Manager - TulsaRealtors.com

For those with Add/Edit Permissions
OREC Disclosure, Disclaimer
HUD Lead-based Paint
• Enter the Listing in MLS then go back to the Property List tab
• Select the List Number on the MarketLinx page then click the
‘Add/Edit Docs’ button.
• Or go to MY TOOLS in MarketLinx
• Click ‘Add/Edit Documents’
• Doc Mgr window
opens in front of
MarketLinx.
• The file folder will
auto-create unless the
county name is “Out of
Area”.
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View a list of all uploaded
docs.
View a list of ‘Documents
Pending Upload’, such as
the OREC and HUD
disclosures.
Upload a new or change an
image – click on image
place holder to upload your
file.
Print coversheet(s) for one
or more docs to submit by
fax.
Upload docs that are
already in electronic format;
i.e. PDF.
Create Fax Cover Sheet(s)
Check the box of one or more documents in the ‘Document Pending Upload’ section.
• Click the ‘Create Coversheet(s)’ link.
• Click the Print button after the new window opens. Each page is the bar coded
coversheet(s) for the specific document named on each page. Fax the docs to number
printed on the coversheet.
•
Uploading Other Documents
•
Click the ‘ Add New Doc’ link.
• New Window opens.
Three Upload Methods:
• Upload Now
• Print Coversheet for Fax
• Creates a placeholder for
uploading the doc at a later time.
Select Name of New Document
from the drop-down list.
Check the box if a MLS
Doc
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Upload Now
◦ For electronic format documents, such as PDF
accessible from your computer.

Print a Coversheet
◦ as previously described.

Create a Placeholder
◦ Email or print the coversheet for another person to
fax in the doc at a later time.
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Less paper to file and track
Set document reminders and due dates
throughout the transaction
Decide who to share access to what forms
◦ Selling Associates, Buyers, Appraisers, Closers
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Create a Document Package to email
Create an Archive Report of all docs after the
transaction closes for your personal records
and seller/buyer records.
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Get the most out of this time-saving tool.
Ongoing Hands-on classes in the NORES
computer lab.
Contact Polly about hosting a group
demonstration at your location.
◦ (918) 664-0505

Register online in Member Services.
◦ Education \ Class Calendar
◦ http://TulsaRealtors.com