How to upload Bulk Transactions

SETTINGS > HISTORICAL TRANSACTIONS > UPLOAD FILES

Step 1

After logging into your agent portal, you will automatically be directed to the Dashboard. From the Dashboard, navigate to the upper-right corner drop-down menu.

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Step 2

Select "Settings" from the drop-down menu.

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Step 3

Once you're in Settings, select "Historical Transactions" on the left-hand side. 

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Step 4

Select "Upload Files" to load your transactions.  

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Step 5

Select "Next."

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Step 6

Be sure to upload the transaction file in a CSV format and your MLS verification report as either a PDF. DOCX, or DOC file. 

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Step 7

Select "Next" to finalize the upload. 

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