1. 1. Go to Brokermint.com and log in.

   2. Click on the “Transactions” tab from the left-hand menu.

   3. Select the transaction where you need to upload documents.

   4. Once inside the transaction, click on the “Documents” tab.

   5. Here, you’ll see a list of required and optional documents for that transaction.

   6. Click “Upload Document” or drag and drop a file into the designated area.

   7. Select the file from your computer (PDF, Word, JPEG, or PNG formats are supported).

   8. Assign the document to the correct category (e.g., Purchase Agreement, Inspection Report, Listing Agreement).

   9. Click “Upload” to complete the process.

   10. Click "Submit" for Brokerage Review

Access Your Unsorted Documents

Open the transaction you're working on.

Click the Documents tab.

Select the Unsorted section.

✂️ How to Split PDF

1. In the Unsorted section, locate the PDF you want to split.

2. Click the three dots (⋮) or Edit button next to the file.

3. Select Split from the dropdown menu.

4. A preview of the document will appear.

5. Use the input fields provided to define the page ranges you want to split (e.g., 1-3, 4-6).

6. Click Split when you're ready.

7. The system will automatically generate and save the new split documents in the Unsorted folder.

🧩 How to Merge PDF Files

1. In the Unsorted folder, check the boxes next to the documents you want to merge.

2. Click the Edit button.

3. Choose the Merge option.

4. Drag and drop the documents to rearrange them into your desired order.

5. Enter a name for your new merged PDF file.

6. Click Merge to generate the new document. The new file will appear in your Unsorted section.

📝 Tips

Only files in the Unsorted folder can be split or merged.

After creating your new document(s), don’t forget to attach them to the appropriate checklist items, if needed.

Always double-check the page numbers and file order before finalizing a split or merge.

1. 1. Go to Brokermint.com and log in.

   2. Click on the “Transactions” tab from the left-hand menu.

   3. Select the transaction where you need to upload documents.

   4. Once inside the transaction, click on the “Documents” tab.

   5. Understand the Document Status

• Any documents you've uploaded and assigned to checklist items will remain in Uploaded status until you submit them.

• Submitting them moves them into Review status for your broker or compliance team to evaluate.

Option 1: Submit All Documents at Once (Batch Submit)

• Use this option if you're ready to send everything at once

1. Click the "Action" button in the blue box

2. Select "Submit for Review (x)" from the dropdown menu.

3. All documents in “Uploaded” status will be submitted for review in one go.

Option 2: Submit a Single Document

• Use this option if you're still working on other documents but want to submit one early.

1. Find the individual document you want to submit.

2. Click on it to select it.

3. Click the Submit button (this may appear on the document line or as an icon).

4. That file will now move into Review status while others remain untouched.
   
   

Update a Rejected Document

If your document was rejected, follow these simple steps to delete and upload the corrected version.

Step 1: Navigate to the “Documents” Section in the transaction you're working on

Step 2: Delete the Rejected Document

Locate the rejected document in the list.

Click on the document, then choose Delete.

Make sure you select "Document Only" to avoid deleting the whole task.

 Step 3: Upload a New Document

Click on Upload to attach your revised or corrected document to the same task.

Step 4: Submit for Approval

After uploading, make sure to hit Submit so your updated document can be reviewed.

How to Delete or Restore a Document

Follow these steps to permanently delete a document from your transaction — or restore one that was removed.

Delete a Document

1. Navigate to the Documents section in your transaction.

2. Select the document you want to delete.

3. Click on the Delete button.

4. In the drop-down menu, select the "Document Only"

Restore a Deleted Document

1. Go to the Activity tab.

2. Click on the Document Deleted option.

3. Locate the document you want to restore.

4. Download the document from the activity log.

5. Upload it again into your transaction.

If you need to attach a document that isn’t part of the broker's checklist, you can create your own checklist item and link the document to it.

Step 1: Add a New Task to the Checklist

1. Log in and open your transaction.

2. Click on the Checklist you want to update.

3. Click Action → Add Task.

4. On the right-hand panel, enter:

• Task Name

• Description

• Deadline (items are sorted by due date)

• Select "Requires a document" to be attached.

5. Click Save.

Step 2: Attach a Document to the New Task

Option 1 — Upload directly:

1. Click the Upload button next to your new task.

2. Select and attach your file.

Option 2 — Assign from Unsorted:

1. Go to the Unsorted folder.

2. Select the document.

3. Click Assign to.

4. Choose your newly created checklist item from the list.
   
   

Step 3: Submit for Review

Once attached, don’t forget to submit your document for approval.

Sending Documents for eSignature

Step 1: Select the Transaction and Document

1. Navigate to the Transactions tab.

2. Under the Overview, select the transaction you want to work with.

3. Go to any of these tabs:

• Checklists

• Documents

4. Select a task or document.

5. Click the E-Sign button from the right-hand panel.

 Step 3: Add Signers

6. Click "Add Signer" to include each person who needs to sign.

7. Enter in Signer's information if it was not added into the transactions contact. 

 Step 4 : Assign Signature Fields

8. Click Next to begin assigning fields.

9. Use the top menu to choose Signatures, Initials, Text box, etc.

10. Click into the document to place fields for each signer and assign which signer is responsible for the field

Step 5: Send for Signature

11. Click the Down Arrow next to Save & Close (top right).

12. Choose Send for eSign.

13. In the pop-up window, you can:

• Reorder signers

• Add CC recipients

• Edit subject and message content

14. Click Send — and the documents will be emailed to all signers!