As a Listing Agent with your listing in GIC, you can easily invite any buyer's agent to a Deal Room. They'll receive your invitation and accept access in just a few clicks; once they're in they can manage and collaborate on documents you share during the transaction — no signup required.
Here we cover all aspects of how to collaborate with an external buyer's agent that you've invited.
1. How to Invite a Buyer's Agent
Step 1: Click Invite Buying Agent
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Click the quick action button labeled 'Invite Buying Agent'.
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Click 'Plus New Offer' to create a new offer folder and invite the agent into that folder.
Step 2: Fill Out the Agent Details
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After selecting 'Invite Buying Agent', a modal will appear.
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Enter the following key details about the buyer's agent:
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Name (required)
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Email (required)
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License Number (optional, can be searched by name)
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Brokerage (optional)
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2. What Does The External Agent See?
1: Deal Room Invitation Email
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After inviting an agent, they will receive an email invitation.
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The email will display your name as the sender.
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It will include details about what a deal room is and how to access it.
2: Accepting Access
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The agent clicks the 'Accept Invitation' button in the email.
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They will be directed to an access screen.
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The agent must confirm their name, email, brokerage, and license number.
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After confirming their details, the agent clicks 'Access' to enter the deal room.
3: Entering Client Details
- The agent will be prompted to enter details for their client(s), which are kept private and secure. Client details are collected for signature purposes only - GIC doesn't send them anything besides direct communication from their agent.
4: Deal Room Features
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Once inside the deal room, the external agent can:
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Upload external PDF documents;
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Add DORA docs directly from our system;
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Invite a co-agent;
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Send read-only documents to clients;
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Request client signatures on documents;
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Counter or amend;
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Easily share docs with the listing agent.
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5: Sharing Documents with Listing Agent
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When an agent is ready to share docs, they click 'Submit Docs to Listing.'
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You will receive a notification email with links to the shared documents, and they will appear in the relevant deal room folder.
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Any documents you share with them will similarly notify them by email and appear automatically.
6: Downloading Documents
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The agent can download all documents in the Deal Room to share with TCs, Title, or Compliance; they'll click the Download All Docs button and wait for completion.
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*Note: Some features are limited in a Deal Room - agents cannot include their TC directly in the transaction unless they sign up for a Free Limited Agent account by clicking 'Claim Free Account' in the deal room. *
I Entered The Agent's Email Wrong, Can I Fix It?
Yes, if there's a typo in the email you entered, you can generate a new invitation email using the 'Invite Buyer's Agent' button inside the relevant offer folder. Below is a brief video tutorial:
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Next Lesson — Sharing Documents with Deal Room Agent →
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