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Add a Vendor to Your Listing

Updated over a month ago

You can invite your lenders and title agents to participate in your listing, so they can view selective details or documents to facilitate easier collaboration and information sharing. Once they've been added to a transaction, you can control the visibility of the various important documents you have housed within it to ensure nothing is shared beyond what you want to share with each third party.

Video Tutorial:

Step by Step Guide:

Tip! You can add a Transaction Coordinator, Title Rep, Lender, Co-Agent, or "Other" to your transaction.

1. Navigate to your listing transaction in GIC.

2. Click "Add People" quick action button.

3. Select "Vendor"

4. If you are looking for a title rep, select the title company and then click "Show Details".

5. Once you find the closer you are looking for, click "Add to Transaction"

6. If you don't see your title closer in the Vendor tab, toggle to "3rd Party" to add them manually.

7. Add their email, name and select them as the "Title Closer".

8. Select"Title Closer"

9. You can apply an email template here if you have one or write your own message. Sending this email will invite the vendor to create a FREE GIC account. They will be able to view documents, upload documents and sign through GIC.

10. Click the "People" tab to see who has been added to your transaction.

11. Click "Add People" to add anyone else to the transaction.

12. Then select who you would like to add.

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