Document Population to Transactions from MLS Listings

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The features outlined here are currently available to FMLS, LVR and Realcomp members only.

 

If there are documents currently attached to an MLS listing and you make a transaction using that MLS ID, the documents from the listing will automatically show in your newly created transaction. The documents will appear in the transaction as "Copy from Matrix filename":

Screen_Shot_2022-06-23_at_12.04.26_PM.png

 

Should the listing agent adds more documents after the fact, or if you delete any documents after pulling them in, this refresh icon will appear on the transaction folder:

Screen_Shot_2022-06-23_at_12.04.46_PM.png

Clicking the refresh button will take you to this modal:

Screen_Shot_2022-06-23_at_12.04.55_PM.png

From here, you can decide to net-pull any documents you don't currently have in your transaction. After clicking Continue, the refresh icon will disappear until future deletions/changes are made.
If the listing agent changes a document, and then updates the Matrix visibility, any agent who has a transaction connected via the MLS number will see this icon on the specific document:
Screen_Shot_2022-06-23_at_12.06.33_PM.png
Clicking the refresh icon produces a similar pop up as above:
Screen_Shot_2022-06-23_at_12.06.43_PM.png
Clicking Continue will not replace/consolidate the versions. This will give you the new version for your records and note it with a number sequence in the file name. From here, you can then decide which one you want to keep in your transaction folder:
Screen_Shot_2022-06-23_at_12.06.57_PM__1_.png
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