Deal Room — Listings | Help Center

Share Documents & Request Client Signatures

After you have filled out your documents, you can either send them to your clients for review or request signatures from them. In GIC, your clients can review documents without the risk of signing them, so until you explicitly request signatures, the document will remain read only. https://www.loom.com/share/fe5164d29d844400b504f3849a335291 Sharing Documents: 1. Click "Share Docs with Clients" 2. Select which documents you would like your client to see 3. Click Send. 4. Your client will receive an email with a link to each document individually for review. If you make an update on the document, your client just needs to refresh their page and the change will be reflected. Requesting Signatures: 1. Once you are ready for your client to sign, select "Request Client Signatures" 2. Select which documents you would like to request signatures on. 3. Click Send. 4. Your client will receive an email with a link to each document with instructions on how to sign. You will receive an email once your client has signed.

Last updated on Mar 02, 2026

Add Documents to Deal Room (Listing Side)

You have two options when adding documents to a deal room. You can either utilize GIC documents or upload a pdf that you have filled out elsewhere. If you utilize GIC documents, you are able to autofill those documents from information within GIC (like MLS information, assessor data, and data directly from the other side of the transaction). https://www.loom.com/share/96380332229642e9af7cd7d2241e91ce Adding GIC Documents 1. Click "Add DORA Document" (note, if your brokerage has onboarded to GIC, you will also see any brokerage documents or "document packages" that have been purchased and provided (Frascona, Damian Cox, etc)). 2. Select as many documents as you'd like to be added to the transaction. Note: Any document added to your Deal Room will not be accessible by the buy side agent until you have shared it with them via the "Share Docs with Buyer's Agent" button. Uploading PDF Documents 1. Click "Upload PDF Document" 2. Drag and Drop your PDF or click to browse/select. 3. Select Document Type from dropdown (CBS, Counter, Amend, Termination, Disclosure/Misc) 4. Select who has signed from dropdown (e.g., buy side, sell side, no signatures, all parties) 5. Fill out details (this allows GIC to track important information in the system, automatically updating the transaction). 6. Fill out Dates and Deadlines (all dates and deadlines if a CBS, on a Counter or Amend ONLY fill in dates that are being changed/updated). 7. Once completed, click Finish to be taken into the document view. 8. If you need to add signature boxes or text fields to the document, select "Configure Fields" and select the identity of the person in the blue bar on the left - then the type of field you'd like to add. 9. Drag to resize the signature boxes on the contract, then click 'Done Configuring'.

Last updated on Mar 02, 2026

Accepting Access To A Listing Deal Room

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. https://www.loom.com/share/e2ccdf11cbbb458f9e5a20d495722d68 Step-By-Step Guide - Accepting Access: 1. Accept Deal Room Invite - Click on the link in your offer email to accept the invitation to deal room. - 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) - 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: - 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. - Click 'add another signer' to include multiple signers in a group or legal entity. - 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. Deal Room Quick Actions 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 other documents 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. High-Level Transaction Actions - Edit My Details: - Allows updates to your agent details if you want to edit the details you confirmed when joining the deal room. - Edit Client Details: - Option to update or edit the client details you entered if there's a typo or necessary change. - 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 access to premium features like adding a transaction coordinator and tracking dates and deadlines among others.

Last updated on Mar 02, 2026

Signing Documents as an Agent

When you are ready to sign documents as an agent, you can sign them from your Deal Room Dashboard or within each document individually. Guide: 1. From your Deal Room dashboard, select "sign" next to the document you'd like to insert your signature into. It will open the document. 2. Select the green "sign" button at the top right 3. If it is your first time signing in GIC, you will be asked to type your signature and initials 4. Select "Begin Signing" 5. Click "Sign" 6. Click "Complete" - this will insert your signature with a date/time stamp and IP address.

Last updated on Feb 27, 2026

Share Documents with GIC Buyers Agent

Once a document is fully executed by your side of the transaction, you can share it with the buy side of the transaction for their review and signature. https://www.loom.com/share/7e1706aea0634a83b931cd3c435e0cbe How to Share Documents in a Deal Room: 1. Select the green "Share Docs with Buyer's Agent" button. 2. Select which documents you'd like to share. 3. Select "Share Documents" 4. The buyers agent will receive and email letting them know that you have shared documents with them.

Last updated on Mar 02, 2026

Create a Counterproposal

If you would like to send a counterproposal in GIC using one of our documents, our system will track any updated terms or dates/deadlines that are filled out within the counterproposal. We make the counter process very simple. https://www.loom.com/share/b4a5b922204d4cfb97cbb2da6d0f8b4e How to Counter: 1. Within your deal room, select "Create a Counter" 2. The system will create a Counterproposal and take you to the editing view. 3. Click the Auto-Fill button to pull in available data from the system. 4. Fill out your counterproposal. Input only the dates that you want to change. 5. Once you're done, go back to your Deal Room and click the Request Client Signatures button. 6. Once your client has signed, share with the buy side of the transaction using the 'Share Docs with Buyer's Agent' button. 7. The document will show a small green envelope icon next to its name to confirm it has been shared.

Last updated on Mar 02, 2026

Create an Amend in Deal Room

GIC will update all tracked dates and deadlines for a transaction if a counterproposal or amendment are created and mutually executed. Create an Amend/Extend and only fill in the dates and deadlines that are changing. Guide — Create an Amend/Extend: 1. From your Deal Room, click "Create an Amend" in Quick Actions. The system will automatically create a new Amend document and take you into the editing view. 2. Fill out your amend/extend document. 3. Send your amend/extend to your client for signature. 4. Once your client(s) have executed, click 'Share Docs with Buyer's Agent' to send the Amend to the other agent.

Last updated on Mar 03, 2026

Add a Co-Agent

If you are working with another agent, you can simply invite them to your deal room to participate in the transaction with you. Note, if you add a co-agent, their signature will be required on documents for full execution. https://www.loom.com/share/860959281bd3413e8c2c31d4a5da552d How to Invite Co-Agent: 1. Select "Add Co-Agent" 2. Enter their name and email address. 3. Click "Send Invite" 4. Your co-agent will receive an email invitation to join you in the deal room. If the co-agent is part of a different brokerage, they are still able to transact, but the transaction will be tied to your brokerage. Once they join, a signature block for them will be automatically added to any GIC system documents.

Last updated on Mar 02, 2026