Why Use the Documents Feature?
Organizing your real estate documents in Stessa helps you:
Quickly reference key details (lease terms, closing dates, mortgage clauses)
Keep everything tied to the right property or portfolio
Avoid digging through emails or physical files
How to Upload Documents
Go to the Documents tab from the main navigation menu.
Select Saved Documents
Drag and drop files into the upload zone.
Assign the best category match (custom categories are not currently supported).
Assign the Property
Optional: Use the Notes field to add searchable keywords for easier retrieval later.
Supported file types: Most common document formats (PDF, JPG, PNG, DOCX, etc.)
Tip: Forward Documents via Email
Have lease agreements or statements in your inbox? Just forward them to:
Attachments will be automatically added to your Stessa Documents tab. Easy!
Use the Built-in Checklist
At the bottom of the Documents page, you’ll find a helpful Checklist of common file types. As you upload and categorize documents, items on the list are automatically checked off.
Note: This is just a reference guide. Only upload the documents that apply to your situation. For example, if you're a cash buyer, no need to worry about Mortgage files!