Step by Step Guide
1. Navigate to your offer transaction in GIC.
2. Will see the documents you added when you created the transaction are in your originals folder.
3. Click "Setup Offer" either in the quick actions button or use the green button at the top right hand side of the page.
4. Click "Yes - continue"
5. Here you tell the system how many exterior seller clients and agents there are on the listing side so that it will add the correct number of signature boxes to the offer.
6. Here I can select that there are 2 seller clients.
7. Click "Save"
8. Click "Setup"
9. Click the "Search documents..." field.
10. Select the Contract to Buy and Sell to make a copy that will live in the offer folder.
11. Click "Add Documents"
12. You will see an offer folder has been created that will has the Contract to Buy and Sell with the updated signature boxes.
13. Click "Contract to Buy and Sell, Residential 2024" in the offer folder to start to fill it out.
14. Click "Template" to apply one if you would like to use one.
15. Click auto-fill.
16. Click "Apply" to add all the information that GIC can find in the system to apply to the offer.
17. If you scroll down to the signature section you will see, 2 seller signature boxes were created based on what we told the system when we set up the offer.
18. Click "Dates And Deadlines" to easily fill out the Dates and Deadlines section of the offer.
19. If you have a template you can apply that here.
20. Once all of your dates and deadlines are in you can click "Document" to be taken back to the full offer.
21. You will see your dates and deadlines are in the D&D section of the offer.
22. Click "Sign" when you as the agent are ready to sign.
23. Click "Begin Signing"
24. Click "Sign".
25. Click "Complete" to timestamp your signature.
26. Click "Send" to send to your client for signature.
27. Click "My Client" to easily add their email address to the "To" field in the message.
28. Toggle from "Locked" to "Signable" if you are ready for your clients to sign the offer.
29. Click "Send Now" to send to your client.





























