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Add a Transaction Coordinator

Add a Transaction Coordinator

Step by step guide on adding your TC to help with your transaction

Updated this week

Steps to Add your TC to a transaction

  1. Open to your Transaction page

    1. In the people widget or on the people tab click Add

    2. Toggle from Client to Third Party

  2. Enter your TC's information

    1. Add email (be sure to click +Create which will appear in a dropdown under the email if your TC has not created a GIC yet.

    2. Add their Name and select their Identity.

    3. Type in a message if you'd like then send the invite (If your TC has already created their GIC account this email will invite them to join this transaction and it will appear in their GIC account.

    **Your TC has the same permissions in GIC as you do the agent, with the exception that they cannot sign on your behalf.**

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