Here we'll guide you through all aspects of creating an Offer in GIC including clients, representation docs (like the ERB), and creating the offer transaction.
Video Tutorial: Create an Offer in GIC
Step-by-Step Guide - Creating an Offer:
1. New Buyer Client Representation
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If your clients already have a property to submit an offer to, begin from your home dashboard and click on the Create Transaction button — skip to step 8.
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Alternatively, if you're setting up your client relationship, create your new client first via the Clients tab.
2. Create Client Group
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Select the relevant client type for your new client; individual for just one person, group for multiple clients (e.g., married couple), and legal entity for an LLC, Trust, etc.
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In this example, we used group for a married couple. Enter both clients' legal names as the group name so it auto-populates across your documents.
3. Add Signers
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Click Add New Signer to ensure each client has an individual signatory line.
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Enter each client's legal name and email on their respective line.
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If clients share an email, use the same for both.
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Click Create Group to add clients and create the group (or entity).
5. Create New Representation
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Click into the client, group, or entity created.
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Select New Representation and choose Buying.
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Click Create New Representation to add an active buyer client representation.
6. Add Relationship Documents
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Within the representation, add documents like the Exclusive Right to Buy to stay organized and keep your relationship documents separate from transaction documents.
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Click the Add Documents button and select the necessary documents.
7. Complete Docs & Collect Signatures
- Click into the ERB to add a template or autofill, then send to your client(s) for signature.
8. Create Offer Transaction with Client
- Once the ERB is signed and clients have chosen a property to submit an offer to, go to the client profile and click Create Transaction with Client at the top right.
9. Enter Property Details
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Select Offer and enter the property address or search by MLS number.
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Select the correct property from the list that appears.
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Click Continue.
10. Link Client Group and Create Offer
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The system automatically links the client group, confirm and click Next.
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Click Create & Add Documents to add the contract to buy to the transaction.
11. Complete the Offer CBS
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You'll be taken to your new Offer Transaction, where you can continue setting up and completing the offer.
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Continue filling out the CBS. Click into the contract and use a pre-saved template and/or use autofill to pull data from all available sources to save you time (e.g. MLS, public tax assessor data, and existing GIC data).
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Once the CBS is completely filled, send it to your clients for review and signature.
- Next, you'll want to Setup Offer & Fill CBS, or Link Offer if available. Once you've completed your CBS and your clients have signed, you can:
- Need to correct a typo or incorrect field after your or your clients have already signed?
View the Clear Signatures to make edits tutorial.
• Need help with any of the above? Live chat us or email the support team at [email protected]