Upon receiving an offer from a GIC agent, you will receive an email with a link to a collaborative Deal Room where you can work with the buyer's agent throughout the transaction — no signup required.
Step-By-Step Guide - Accepting Access:
1. Accept Deal Room Invite
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Click on the link in your offer email to accept the invitation to deal room.
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Review the details entered by the agent to ensure your info is correct.
- If your brokerage and license information hasn't been filled out, enter those details now.
2. Input your Client Details - (Individual, Group, or Legal Entity)
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You will be prompted to confirm your client's identity.
Note: Their contact details are confidential and will not be shared. -
Follow the prompts to correctly add your client:
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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'). -
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.
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Click 'add another signer' to include multiple signers in a group or legal entity.
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Enter the email and legal name for each signer. If clients share an email, you can enter the same email for both of them.
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After entering all necessary information, click 'Continue'.
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Your client details are now saved. You can edit them if needed with the 'Edit Client Details' button.
Deal Room Quick Actions
Quick actions are dynamic shortcut buttons to key actions in a transaction. You can use them to:
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Request Client Signatures:
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Select the documents to send your client(s), then click Send.
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This unlocks documents for signing or filling out (e.g., seller's property disclosure).
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Share Docs with Client:
- This sends a read-only locked version of a document for clients to review.
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Add a DORA Document (Recommended):
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Select any state document to add to Deal Room.
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These are system documents, which is recommended because it allows you to auto-fill available data from the MLS, public records, and the other documents if available. Auto-fill significantly reduces the time required to manually fill a contract.
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Add a PDF Document:
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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.
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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.
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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.
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Create an Amend or Counter:
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Click Create an Amend to add a GIC Amend/Extend and be taken right into the editing view.
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Click Create a Counter for the system to add a Counterproposal and take you to editing.
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High-Level Transaction Actions
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Edit My Details:
- Allows updates to your agent details if you want to edit the details you confirmed when joining the deal room.
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Edit Client Details:
- Option to update or edit the client details you entered if there's a typo or necessary change.
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Download All Documents:
- This allows you to download all shared and created documents for compliance after closing, or anytime you need them.
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Claim Your Free Account
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Claim a free account in one simple step to access expanded (but still free) features of GIC.
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Claiming an account is not necessary to transact, but allows you access to premium features like adding a transaction coordinator and tracking dates and deadlines among others.
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