Our Offer Linking feature creates a live connecting between your offer and any listing managed in GIC.
This means:
Expanded Auto-Filling Data: Link your offer to a GIC listing and auto-fill even more data, directly from the listing side, saving you valuable time.
Dynamic Signatures: Once your offer is moved to the linked offer folder, the signature boxes in the contract will automatically adjust to provide accurate signature boxes for the number of clients on each side of the transaction — without the agent having to make any manual changes.
Organized Offer Folders: Once linked, a dedicated offer folder is created, keeping all offer-related documents in one place. Any document shared between sides will automatically appear in the linked folder, allowing both agents to seamlessly share documents even before an offer is submitted.
Effortless Submission: Complete and easily submit the offer with all necessary documents directly to the listing agent.
Offer Linking — Video Demo:
Link Offer (Updated)
1. Navigate to the client you would like to create an offer for.
2. Click "New Representation" to create an Exclusive Right to Buy for that client.
3. Ensure "Buying" is selected and then click "Create Representation".
4. Click "Add Documents"
5. Click "Launch Quick Start"
6. Click "Exclusive Right to Buy (2024)" and any other documents you would like to add to the client profile.
7. Click "Add Documents"
8. You now have created the ERB and are ready to start the transaction.
9. Click "Create Transaction With Client"
10. Start typing an address or MLS # and then select the listing you are creating an offer for.
11. Click the "Transaction Type" field.
12. Click "Offer"
13. Click "Create Transaction"
14. You can now select the ERB and any other documents added to the client's profile to include in the offer transaction.
15. Click "Add Documents"
16. Then select any documents you need for the offer transaction.
17. Once you have selected all the documents you need, click "Add Documents"
18. Click "Link Offer" at the top right hand corner once you offer transaction has been created. This means that the listing is in GIC. Once you link you can ingest information from the Exclusive Right to Sell.
19. Click "Yes - continue"
20. Click "Link"
21. Click the "Search documents..." field.
22. Select the documents you would like to be placed in the linked offer folder. Any documents added to this folder will be able to use information from the listing side when auto-filling. Documents that stay in the originals folder will still be able to use the auto-fill function they just won't be able to use information from the listing side.
23. Click "Add Documents" when you have selected the document(s) to copy into your linked offer folder.
24. You will now see you have a linked offer folder that has a copy of the Contract to Buy and Sell. The ERS is in the originals folder.
25. Click on the"Contract to Buy and Sell, Residential 2024" to begin to fill it out.
26. Click "Template" if you have created one you would like to use.
27. Click "Auto-fill" to ingest any information within GIC to apply to your offer.
28. Click "Apply"
29. You will see anything that has a green background means that information was pulled from Auto-Fill or a template. Anything with a blue background means you will manually fill out that information.
30. When finished filling out the offer, click "Send Message" to send to your client for signature.
31. Click "My Client" to easily add your client's email to the "to:" field.
Tip: Tip! You can leave the document toggled at "Locked" so your client can review the offer, then you can toggle it to "Signable" when you are ready for them to sign it.
32. Once finished writing your email, you can choose to toggle the document from "Locked" to "Signable" so your client can sign.
33. Click "Send Now" to send to your client for signature.
34. Click "Sign" when you are ready to sign.
35. Click "Begin Signing"
36. Click "Sign"
37. Click "Complete" to timestamp your signature.
Need more help? 🆘
Find support options here, or send us an email: help@getincontract.com.