Step by Step Guide:
1. Navigate to your transaction in GIC.
2. Click "Add People".
3. Select the type of 3rd party you would like to add.
4. Click "TC" if you are adding your TC.
5. Add their email, name, make sure the identity is selected correctly and then click "Send Invite".
6. Click "Add People"
7. Click "Title Reps/Lenders" to add a title or lender.
8. If they title company is in GIC you can search for the company and then click "Show Details."
9. Find your closer and click "Add to Transaction".
10. If your title or lender are not part of GIC click "Add People".
11. Click "Title Reps/Lenders"
12. Toggle to "3rd Party"
13. Add their name, email and select their identity and then click "Send Invite">
14. To add a co-agent click "Add People".
15. Click "Co-agent"
16. Add their name, email and select them as "Seller Agent".
17. If your co-agent isn't part of GIC, toggle to "External".
18. Click "Send invite"
19. Click "People" to see your list of people part of this transaction.
Watch our visibility video to see how to grant access to documents to certain vendors. (TC's automatically get access to everything but title reps and lenders do not have access to documents until you make them available to them.)