Real Estate & Building
Uploading & organizing documents
Every file you upload gets automatically indexed so you can ask questions about it straight away — no manual tagging or setup required.
1
Drag files straight into Client Chat
Drop the investor's brief, a spreadsheet of listings, or any planning extract straight into the chat. Each one lands with a checkmark as it's indexed.
2
Or use the Documents tab for more control
Open the Documents tab to upload, create folders, and organize files properly — useful once you've got briefs, listing exports, and planning extracts all in one client.
3
Create folders to keep things tidy
Group by type — e.g. "Brief," "Listings," "Planning" — so you can scope a chat question to just one folder later.
4
Let indexing finish before asking detailed questions
Usually near-instant, but the checkmark confirms a file is fully ready to be queried against.
Tip: uploading a spreadsheet of listings here lets you ask Client Chat to filter and compare them directly — separate from the live search in the Property Search tab, which pulls fresh listings from the market.