Skip to main content
You can upload any PDF document to a deal — contracts you’ve received, disclosures, inspection reports, or anything else related to the transaction.

​
How to upload

  1. Open a deal and go to the Documents page
  2. Click the upload area or drag and drop your PDF file
  3. The document is processed and added to your deal
You can upload to the root of your documents list or directly into a specific folder.

​
Uploading to a folder

  1. Expand the folder you want to upload to
  2. Click the upload icon within that folder
  3. Select or drag your file

​
Organizing with folders

Keep your documents organized by creating folders:
  1. Click Add Folder on the documents page
  2. Give it a name (e.g., “Closing Documents”, “Inspection Reports”)
  3. Drag documents into the folder, or upload directly to it
You can also ask Homie to organize documents:
  • “Create a folder called Closing Documents”
  • “Move the purchase agreement into the Closing Documents folder”

​
Folder actions

  • Rename — use the three-dot menu on the folder (note: the main/default folder can’t be renamed)
  • Archive — hides the folder and all documents inside it
  • Download — downloads all documents in the folder as a batch

​
After uploading

Once uploaded, you can:
  • Open the document in the PDF editor to fill fields, add signatures, or markup
  • Rename the document if needed
  • Send for signatures via DocuSign
  • Sync to SkySlope or your TMS

​
FAQ

Oun supports PDF files. If you have a document in another format, convert it to PDF before uploading.
Very large files may take longer to process. If an upload seems stuck, try a smaller file or check your internet connection.
Upload one document at a time. Each document is processed individually to ensure fields are detected correctly.