Create a Listing | GIC Help Center

Note: you must first create a client in the client tab before starting a listing.

Steps to Create a Listing

Navigate to your client's profile
Add seller documents
1. Click Seller Documents
  1. Use the Add button to add the Exclusive Right to Sell and any other seller documents you need.
Click Create Transaction with Client at the top of the screen.
1. If the property is not in the MLS yet, select Click Here to Add Manually.
2. Enter the property address.
3. Ensure the Transaction Type is set to Listing.
4. Click Create Transaction.
Add documents from the client profile
1. You can choose to add any document created in the client account to the listing
Add additional documents
1. Select additional disclosures and documents to the listing
  1. If you have created a template bundle you can use that here to select multiple documents at once.
2. Click Add Documents
Listing Transaction page is created
Fill out documents
1. Click on document
2. Apply a Template first (if you have created one)
3. Apply Auto-fill which will pull in any information GIC can find in the system
  1. Green background=auto-fill/template info
  2. Blue background=manual entry info
Send documents for signature
1. After documents are filled out, click Send Message.
2. Add you client's email and a subject.
3. Attach all the documents you'd like to send to your client.
4. Toggle the documents from Locked to Signable if you are ready for your client to sign.
5. Click Send Now.