It's easy to securely upload and store leases, mortgages, settlement statements, purchase and sale contracts, and other key real estate documents in your Stessa account. It's a great way to get organized and then quickly look up important details like a lease provision, mortgage clause, or closing date.
All Documents Welcome
You can upload any kind of document by simply dragging it into the drop zone available via the Documents tab in Stessa. If you select a Property or Portfolio from the drop-down menu at the top first, the uploaded document will automatically be assigned to your selection.
You can then categorize it according to the closest match available. Note that while you cannot create your own categories for Documents, you're welcome to use the blue circle at lower right of the screen to reach out and request a new category.
Use the Checklist for Ideas
The checklist at the bottom of the Documents page will automatically update as you upload and categorize files. It's not intended as an exhaustive list but rather a source of ideas and inspiration related to the kinds of real estate documents you might want to upload, store, and organize. Feel free to ignore categories that don’t apply to your situation. For example, if you’re a cash investor, don’t worry about storing Mortgage documents since you're lucky enough not to have any!
What's Next for Documents
Secure document storage is a relatively new Stessa feature and additional functionality is planned soon, including:
• Search to help you find the right document quickly
• Ability to forward your documents to Stessa via email
• More categories to help you stay organized
• Better integration into other parts of Stessa (Rent Roll, Dashboards, etc.)
If you have additional ideas or suggestions as to how we can make the Documents feature even better, use the blue circle at lower right to start a new conversation.