Help / Video tutorials / For buyers and sellers
Uploading documents from your phone
Send the document your agent asked for from your phone, see it go into review, and re-send it if it comes back with a note.
1:11 · Captions included · 3 chapters
Updated since this video was made
- A to-do asking for one document now has its own Upload button right under "Your to-dos" — no need to jump to the step first (Oct 2026).
- New (Oct 2026): if an upload might not be the right document, the to-do says so and your agent checks it.
- Changed (Nov 1, 2026): You can pick several files for one requested document. iPhone HEIC photos are turned into JPEGs before upload. On a deal with a co-buyer, a document one of you sends is ticked off for both, but only the sender and the agent's side can open it.
Read the transcript
When your agent needs a document from you, you can send it right from your phone. Here's how.
When Avery asks for one, you get a text and an email. On your board, it's waiting in Your to-dos.
Tap Send the document. It takes you straight to that step.
Tap Upload, and pick the file, or a photo of the page. PDFs, photos, Word and Excel files all work, up to 10 megabytes.
You'll see Sent, thanks! Avery is told right away.
The document now shows In review, until Avery checks it.
If something's missing, Avery can send it back with a note. You get a text and an email, and the note shows right under the document.
Tap Upload again, and send the full document.
It's back in review. Once Avery approves it, the step is done on its own.
Your board then moves on to what's next.
Your uploads stay private. Only you and your agent's side can open them.
That's it: tap Send the document, upload it, and it's in review.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in For buyers and sellers
1:25Joining your dealHow clients join from their invite with a 6-digit code. No app to download and no password needed.
3:07Your deal board explainedA tour of the client's board: the progress ring, what's happening now, their to-dos and the full timeline.
1:44Asking the assistantClients can ask the board's assistant about their own deal any time, and see what it can and can't answer.