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:
How to add a vendor:
Within your listing, locate the 'People' box or the 'People' tab next to documents, and click the +Add button.
Ensure the toggle at the top of the modal is switched from 'Client' to '3rd Party.'
Enter the vendor's email into the email box;
If you're adding this person/email for the first time, make sure to click the dropdown that appears for '+Create [email]'
Select the relevant identity, such as 'Lender (Sell' or 'Title Rep.'
(optional) Type a message to include with the invitation email they'll receive.
Click Send Invite.
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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