After you've terminated or withdrawn your offer in Deal Room, you can duplicate your offer if you wish to resubmit with changes to the listing agent.
Guide to Duplicating and Resubmitting an Offer on GIC
1. Set a Password
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From your Deal Room, click the Duplicate to Resubmit button.
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Set a password.
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Click Complete Account Setup.
2. Access Your Dashboard
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You will land in your agent dashboard.
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You now have a 'Limited Agent' account which allows you to transact for free, with expanded features like:
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Invite your Transaction Coordinator to a transaction
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Track, download, and share upcoming Dates & Deadlines (when under contract);
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Add your Title Closer to a transaction ;
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Create and share a Contact Sheet;
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Customize all messages to clients.
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Customize the stamp and information that appears at the top of your documents.
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Configure an email signature to go out on all your correspondence.
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3. View Your Clients and Transactions
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Click into the clients tab to see the clients from your deal room transaction.
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Click into the transactions tab to view the offer transaction you were just working on.
4. Duplicate the Transaction
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Click into the transaction you just terminated or withdrew (click the address).
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Click Duplicate at the top right of the transaction page.
5. Choose Duplication Options
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Decide whether to:
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Duplicate the exact transaction.
Use this when resubmitting an offer to the same listing agent on the same property. -
Duplicate and update the property.
Use this if, for example, you wanted to duplicate an offer transaction for clients but update the property details because they're submitting an offer on a NEW property.
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6. Include Participants and Documents
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Select whether to include the same people and same documents in the duplication.
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Click Duplicate.
7. Edit the Duplicated Offer
- The system has created a new offer transaction where signatures are cleared and documents are unlocked for editing.
8. Link Your Offer for Autofill
- Ensure to Link Offer at the top right of your new offer, to autofill details from the existing GIC listing.
9. Finalize and Submit Your Offer
- Proceed with your offer, complete the CBS, gather client signatures, and then submit it to the listing agent using the 'Submit Offer' button at the top of your transaction page.