Step by Step Guide
1. Navigate to app.getincontract.com
2. Click on the "Clients" tab.
3. Select the client you are creating the offer for.
4. This will take you into your client profile. If you have not already created the Exclusive Right to Buy you can do that by clicking "New Representation" then "Add Document".
5. Then click "Add Documents".
6. To start the offer transaction, click "Create Transaction with Client".
7. Add the MLS number or start typing the address of the listing you are writing an offer on to link to the MLS. If the listing is not in the MLS you can enter the address manually by clicking "Add Manually".
8. Once the MLS listing pops up, select it.
9. Then the select the Transaction Type as "Offer".
10. Click "Create Transaction".
11. This modal will ask if you would like to include any documents you have created in the client profile into the transaction. Select the ERB or any document you would like to bring into the transaction.
12. Click "Add Documents"
13. The next modal will ask what other documents you would like to add to the transaction. If you have created a template bundle use the "Select a template" bundle. This will automatically add an document that is in the bundle. Otherwise select documents.
14. Click "Add Documents".
15. This will create your offer transaction page.
16. You will see the documents you previously added are in your originals folder right now.
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