Technology quick guide · By David Hyre
Upload documents to Form Simplicity.
Already have your paperwork? Start with this guide to putting existing documents into My Files.
This guide covers file storage. Before requesting review, confirm the documents are also in the correct transaction and follow AFR’s approved submission process.
Start with My Files
Gather your documents
Save the files together on your device. For paper documents, scan readable PDFs. David’s tip: use a clear name such as “123 Main St – Signed Contract.pdf” and check every page.
Sign in and open My Files
In Form Simplicity, choose My Files from the top menu.
Organize your folder
You can create a folder for the property or transaction to keep related documents together.
Upload your files
Select Upload File. Browse your device or drag files into the upload area. Multiple files can be uploaded together, within your account’s storage limit.
Check the result
David’s tip: open each uploaded document and confirm the property, version, page count, and completed signatures. Keep your original copies.
Before you request broker review
Don’t stop at My Files. Check that the documents are attached to the intended transaction, then follow AFR’s review instructions. Uploading a file is not confirmation of broker approval.
The official public article below explains My Files uploads, but does not give the complete transaction-transfer and AFR review steps. For those steps, open Help inside your account or ask David which process to follow.
Official instructions and video
Form Simplicity’s own article includes a video walkthrough. This page is an independently written quick guide, not a reproduction of their manual.
Also referenced: Form Simplicity’s guide to uploading company forms. Menus can change; use the in-account Help instructions if your screen differs.
Still stuck?
Tell David which step you’re on. Please leave client documents and sensitive client information out of the general question form.
Ask David a Question →Upload assistance through this website is coming soon. Until it is available, continue using AFR’s current approved submission process.