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:
Add Vendors to a Transaction
1. Navigate to your listing or offer transaction.
2. Within the people widget, click "Add" to add your TC, lender and/or title rep.
3. To check and see if you title rep or lender is in our system, toggle over to "Vendor".
4. Click "Show details" if you see your title company.
5. Search for your closer and then you can click "Add to Transaction".
6. If you close/ lender is not in GIC, toggle to 3rd party to add them.
7. Add their email, name and select their identity.
8. Here I have added my TC's email, name and selected them as the TC (Sell) since they are on the listing side.
9. Click "+ Add Another" to add another 3rd party vendor.
10. Here I have added my title closer.
11. Once you have added everyone you need to, you can write them a message. Sending this invite will invite your 3rd party vendors to create their own free GIC account.
12. Click "Send invite".
13. Click "People" to view everyone you had added to this transaction.
14.
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Edit the visibility of documents for vendors:
Within your transaction, locate the Documents tab (the default view) and click the 'Visibility' button at the top right hand of the documents table.
Select the document you want to edit the visibility for, then click the green 'Edit Visibility' button.
In the Document Access modal, locate the user(s) you want to change access for.
Click the dropdown options next to their name to change their visibility.
Click 'Save.'
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