Documents, notes & your coordinator

Inside any transaction you'll find everything you need to keep the deal moving.

Documents

The Documents panel lists every file on the transaction — both files you upload and files shared by the team from their CRM.

• Download any document by clicking it; it opens in a new tab.
• Upload a document with the upload button. Accepted types include PDF, images (PNG, JPEG, WebP), Word, Excel, CSV, and text files, up to 50 MB each.
• Delete is available only on documents you uploaded. Files shared by the team can't be removed from the portal.

Notes

The Notes panel is a running timeline between you and your team, newest at the top.

• Read every note in one place. Notes added by the team from their CRM show a LeftMain badge.
• Post a new note using the text box (up to 5,000 characters). Your account manager will see it on their side.

Your transaction coordinator

The transaction page shows your assigned coordinator:

• Their name and photo (or initials)
• A click-to-email link and click-to-call phone number

If a coordinator hasn't been assigned yet, you'll see "Not assigned yet" — it will fill in once the team assigns one.

Documents and notes you add are tied to this specific transaction and visible to your account team, so it's the best place to keep closing paperwork and questions together.