1. When the listing agent sends you the public link. Use the "Start Offer" button.

2. Click "No - Sign Up" if you do not already have a GIC account.

3. Enter in your name, email, check the box and then click "Continue".

4. Enter you phone number, create a password and then click "Continue".

5. Select your brokerage.

6. Add your license number and select it when the drop down pops up.

7. Click "Continue"

8. Create your client(s) first. Either select individual, multiple, or legal entity.

9. For multiple clients, enter in how you'd like them appear on the contract, then add their emails and names.

10. When finished click "Next".

11. Next, you have the option to send your clients and email invitation. They can create their own FREE GIC account to track the transaction, view their documents and sign. Your client does NOT need an account in order to sign documents.
​Keep this toggled at "No" and click "Done" or toggle to "Yes" to send invite.

12. If you toggle to "Yes" you can send your clients an email with the invitation to create their free account.

13. Click "Done" to send the invite.

14. Click "Create My Offer"

15. Select any documents you need for this offer.

16. Click "Add Documents" when you have added documents. You can always add more later once the transaction has been created.

17. Here you will create the offer folder.

18. Select the CBS to be put into the offer folder.

19. Click "Add Documents".

20. Your will see your offer transaction has been created and your offer folder has the CBS inside.

21. Click on the CBS to open and fill out the document.

22. Click "Auto-fill" to auto-fill in any information it can from the system and the MLS>

23. Click "Apply"

24. You will see everything that came from auto-fill has a green background, and everything with a blue background needs to be manually filled out.

25. Click "Send Message" when you are done filling out the CBS to send to your clients to sign.

26. Click "My Client" to add their emails.

27. Add a subject and write the body of the email.

28. Here you can choose to send the document in a readable state first and then change the document to signable, or toggle to signable now so your clients can sign.

29. Click "Send Now"

30. Click "Sign" to sign the document yourself.

31. Type or draw your signature and initials.

32. Click "Update Profile"

33. Click here to sign.

34. Click "Begin Signing"

35. Click Sign.

36. Click "Complete" to date your signature.

37. Click the x to go back into the document.

38. Click the link to the document to go back to the transaction page.

39. You are back into your transaction page now.

40. If you hover over the signature icon you can see who has signed.

41. Click "Submit Offer" when ready.

42. Click "Yes - continue"

43. This offer will automatically get sent over to the listing side. You can write an email to the listing agent.

44. Click "Submit" to send email.

45. You will notice your offer is in the submitted state now.

46. Moving forward, any documents that the listing agent sends over will appear in the offer folder. Any documents you create you will use the "Add New" button in the offer folder.