Home Deal Room — Offers Accept Access to Deal Room (Buyside)

Accept Access to Deal Room (Buyside)

Last updated on Mar 02, 2026

As an agent who doesn't use GIC, you may be invited to submit an offer to an agent who is managing their listing in our platform. Great news - you don't need to sign up to transact with this agent.

The GIC agent has given you access to a collaborative 'Deal Room' folder where both parties can share and manage critical documents, and clients of both sides can sign documents securely without needing an account.

1. Access Deal Room & Confirm Client Details

1. Accept the Invitation

  • Check your email for an invitation from the other agent.

  • Click the invite link in the email to accept access.

2. Confirm Your Details

  • Review the details entered by the other agent.

  • Update your name, email, brokerage, or license number if necessary.

  • Click the 'Access' button to enter the deal room.

4. Enter Client Details

  • You will be prompted to enter your client's information.

  • Note: Their contact details are confidential and will not be shared.

  • Follow the prompts to correctly add your client:

    1. Choose whether your client is an individual, multiple individuals, or a legal entity.
      (i.e. for a single person choose 'Individual', for two or more individuals like a married couple choose 'Group').

    2. Select the type and enter their details. For a group, you'll enter a group name that includes both clients; for a legal entity, you'll enter the legally incorporated name of the organization.

    3. Click 'add another signer' to include multiple signers in a group or legal entity.

    4. Enter the email and legal name for each signer. If clients share an email, you can enter the same email for both of them.

  • After entering all necessary information, click 'continue'.

  • Your client details are now saved. You can edit them if needed with the 'Edit Client Details' button.

2. Edit Client Information


Guide — Edit Client Details:

  • Click on the Edit Client Details button in the Quick Actions.

  • A window will pop up displaying the client details you initially entered, including:

    • Group name (if applicable)

    • Individual signers' legal names

    • Individual signers' emails

  • Make changes to any details in the modal, then click Continue to save.

3. Navigating the Deal Room - Key Features & Functions

1. Quick Action Buttons

Quick actions are dynamic shortcut buttons to key actions in a transaction. You can use them to:

  • Request Client Signatures:

    • Select the documents to send your client(s), then click Send.

    • This unlocks documents for signing or filling out (e.g., seller's property disclosure).

  • Share Docs with Client:

    • This sends a read-only locked version of a document for clients to review.

  • Add a DORA Document (Recommended):

    • Select any state document to add to Deal Room.

    • These are system documents, which is recommended because it allows you to auto-fill available data from the MLS, public records, and the ERS if available. Auto-fill significantly reduces the time required to manually fill a contract.

  • Add a PDF Document:

    • Use this to upload important transaction documents that were already created outside the system. You'll be prompted to identify the document type and which parties have signed it.

    • Follow the prompts and enter the requested data to ensure the system can auto-fill data later to save you time, and track dates and deadlines accurately.

  • Add a Co-Agent

    • Invite your co-agent to join you in the Deal Room. Co-agent will receive an email invitation, and a signature box will be added to system documents automatically for them.

  • Create an Amend or Counter:

    • Click Create an Amend to add a GIC Amend/Extend and be taken right into the editing view.

    • Click Create a Counter for the system to add a Counterproposal and take you to editing.

2. High-Level Transaction Actions

  • Withdraw Offer:

    • Option to withdraw your offer at any time.

  • Submit Docs to Listing:

    • This submits/shares documents that you select with the listing side for collaboration and signature (if applicable).

  • Download All Documents:

    • This allows you to download all shared and created documents for compliance after closing, or anytime you need them.

  • Claim Your Free Account

    • Claim a free account in one simple step to access expanded (but still free) features of GIC.

    • Claiming an account is not necessary to transact, but allows you to add a transaction coordinator and track dates and deadlines among other features.

Next Lesson — Add Documents to Deal Room →