MyOps offers three ways to add a new listing. Choose the one that fits your workflow: upload a document for automatic data extraction, enter all information manually, or send an intake form for your client to complete.
Three methods: automated, manual, and client-driven
AI-powered document upload with auto-population
Drag-and-drop file upload
Support for PDF, DOC, DOCX, and TXT files up to 100MB
Pre-populated forms you can edit before final save
Optionally attach a checklist template to the new property while adding or editing a listing
Open the Listings page.
Click the green + Add a New Listing button (top right).
In the modal, choose your method: upload a document, enter fields manually, or send a client intake form.
Follow the steps for your chosen method, then review and save.
Document Upload (fastest): Best for listings with existing paperwork. Takes about 2-5 minutes, high accuracy (AI extracts data), low effort. Choose it when you have a listing agreement or MLS sheet, the document quality is good, and you want the fastest, most automated entry.
Manual Entry (most control): Best for new listings without documents. Takes about 10-15 minutes, accuracy depends on your input, medium-to-high effort. Choose it when no documents are available yet, information comes from multiple sources, or you want full control.
Client Intake Form (client-driven): Best for remote onboarding. Timing and accuracy depend on the client, low effort for the agent but high for the client. Choose it when the client is remote or out of state, you want client involvement, you have multiple listings to process, or the client prefers to provide their own information.
Automatically extract property information from listing agreements, MLS sheets, or property documents using AI-powered data recognition.
Supported file types: PDF (.pdf), Microsoft Word (.doc, .docx), and text files (.txt). Maximum file size: 100MB.
Click + Add a New Listing. The modal opens with the upload option ("Upload a Document to Auto-Populate Fields").
Add your file by either dragging it over the upload area and dropping when the border highlights, or clicking the upload area to browse, selecting the file, and clicking Open. The file uploads automatically.
Wait for processing. A progress indicator appears while the system uploads and the AI extracts information. This can take 30 seconds to 2 minutes. Do not close the window during processing.
Review the auto-populated fields. Check each field for accuracy, correct errors, add anything that wasn't extracted, and upload property photos if not included.
Verify required fields are complete, then click Save or Create Listing. A confirmation appears and the new listing shows in the Active Listings table.
Tip: Use clear, high-quality scans of typed (not handwritten) documents in standard real estate formats, such as official listing agreements, MLS sheets, or property information forms with clear section headers. Always review the auto-populated data and add missing information manually.
Input all listing information yourself when you don't have uploadable documents or prefer complete control.
Click + Add a New Listing, then click Manually Enter the Fields. The full listing form appears.
In the Property Details section, optionally click Add Template to attach a checklist template to the property. Pick a template from the list (or create a new one on the spot), optionally assign a teammate to each item for this property, and confirm. You can also skip this and attach a checklist to the property later. See Checklist Templates & Property Checklists for details.
Complete the property information: address (street, city, state, ZIP), listing price, property type (single-family, condo, etc.), bedrooms, bathrooms, square footage, lot size, and year built.
Enter the listing details: listing agent (assigned to you by default), listing start date, expiration date, lead source, client name and contact information, commission structure, and listing agreement type.
Add property features: features (pool, garage, fireplace, etc.), interior and exterior features, appliances included, HOA information (if applicable), property condition, and special notes.
Upload photos: click Add Photos (or similar), select images, upload multiple at once, reorder if needed, and set the primary listing photo.
Review the entire form, verify required fields are filled, check for typos, then click Save or Create Listing. A confirmation appears and the listing is added to Active Listings. If you attached a checklist template, a copy of it is created and linked to the new property.
Tip: Have property information and client details ready before you start, copy/paste from existing documents, use default values when appropriate, be accurate with measurements and counts, double-check expiration dates, and upload high-quality photos.
Send a professional intake form to your client so they can provide property information directly.
Click + Add a New Listing, then click Send Listing Intake Form to Client. The client information form appears.
Enter the client's details: name, email address, phone number (optional), property address (if known), and a custom message (optional).
Review the client email for accuracy and click Send. The system emails the form link to the client, a confirmation appears, and you receive a notification copy.
The client clicks the link, fills in the property information, uploads photos (if prompted), and submits the form.
You receive a submission notification. Review the client-provided information, edit or add missing details, verify accuracy, then approve and save as an active listing.
Tip: Verify the client's email before sending, include helpful instructions in your message, follow up if the client doesn't complete the form within 24-48 hours, and review all client-entered data carefully, completing any blank fields.
Document upload fails: Confirm the file is under 100MB and in a supported format (PDF, DOC, DOCX, TXT). Try compressing large PDFs, verify the file isn't corrupted (open it first), and check your internet connection. Try a different format if needed.
Auto-populated data is incorrect: Review the source document, which may have errors; handwritten text doesn't extract well. Manually correct any inaccuracies, and consider manual entry for complex documents.
Document upload is very slow: Large files (near 100MB) take longer. Check your connection speed, compress the file, use a wired connection, close other browser tabs, or try during off-peak hours.
Manual form won't save: Confirm all required fields are completed and look for error messages. Verify date formats, valid numbers in numerical fields, and a valid email format. Refresh and re-enter data if needed.
Client didn't receive the intake form: Verify the email address and ask the client to check their spam/junk folder. Confirm their email server isn't blocking it, then resend, try an alternate email, or send the form link manually.
Can't upload property photos: Check the file formats (typically JPG, PNG) and that sizes aren't too large. Try uploading one at a time, check your connection, and clear cache or try another browser.
Form fields are missing or not displaying: Refresh the page, clear cache, try another browser, and check your connection. Contact support if it persists.
How accurate is the document upload auto-population?: Generally 85-95% accurate with typed, standard forms. Always review and verify all extracted data.
Can I upload multiple documents for one listing?: Typically you upload one document at a time. Check whether additional documents can be added after initial creation.
What if my document is handwritten?: Handwritten documents don't work well with auto-population. Use manual entry instead.
What if the document has multiple properties?: Upload documents one property at a time, or use manual entry.
Can I use a photo of a document instead of a scan?: High-quality photos may work, but scanned PDFs generally give better results.
What happens if I close the window while uploading?: The upload may be cancelled and you'll need to start over. Wait for processing to complete.
Can I save a partially completed manual form?: Check for a "Save Draft" option. If it isn't available, complete all required fields before saving.
Do I need to fill in every field?: Only fields marked as required. Optional fields can be added later.
Can I edit a listing after creating it?: Yes. Use the pencil icon in the Active Listings view to edit any listing. You can also attach or change a checklist template from the edit form.
How long does the client intake form link stay active?: Typically 7-30 days depending on system settings. Clients should complete it promptly.
Can the client save their intake form and come back later?: This depends on the form system. Check whether draft-saving is enabled for client forms.
Can I change the method after starting?: You may be able to cancel and choose a different method. Otherwise, close and reopen the add listing modal.
Ask Maria: The AI assistant in the top navigation can answer questions.
Search: Find specific properties instantly with the search bar.
Support: Contact the MyOps support team for assistance.
