Deal Room β Collaborate with an External Buyer's Agent
As a Listing Agent with your listing in GIC, you can easily invite any buyer's agent to a Deal Room. They'll receive
your invitation and accept access in just a few clicks; once they're in they can manage and collaborate on documents you
share during the transaction β no signup required.
Here we cover all aspects of how to collaborate with an external buyer's agent that you've invited.
1. How to Invite a Buyer's Agent
Invite a Buyer's Agent to a GIC Deal Room - Watch Video Tutorial
Step 1: Click Invite Buying Agent
- Click the quick action button labeled 'Invite Buying Agent'.
- Click 'Plus New Offer' to create a new offer folder and invite the agent into that folder.
Step 2: Fill Out the Agent Details
- After selecting 'Invite Buying Agent', a modal will appear.
- Enter the following key details about the buyer's agent:
- Name (required)
- Email (required)
- License Number (optional, can be searched by name)
- Brokerage (optional)
2. What Does The External Agent See?
https://www.loom.com/share/1c7835d51a394501b4117b059e2d0a4b
1: Deal Room Invitation Email
- After inviting an agent, they will receive an email invitation.
- The email will display your name as the sender.
- It will include details about what a deal room is and how to access it.
2: Accepting Access
- The agent clicks the 'Accept Invitation' button in the email.
- They will be directed to an access screen.
- The agent must confirm their name, email, brokerage, and license number.
- After confirming their details, the agent clicks 'Access' to enter the deal room.
3: Entering Client Details
- The agent will be prompted to enter details for their client(s), which are kept private and secure. Client details
are collected for signature purposes only - GIC doesn't send them anything besides direct communication from their
agent.
4: Deal Room Features
- Once inside the deal room, the external agent can:
- Upload external PDF documents;
- Add DORA docs directly from our system;
- Invite a co-agent;
- Send read-only documents to clients;
- Request client signatures on documents;
- Counter or amend;
- Easily share docs with the listing agent.
5: Sharing Documents with Listing Agent
- When an agent is ready to share docs, they click 'Submit Docs to Listing.'
- You will receive a notification email with links to the shared documents, and they will appear in the relevant deal
room folder.
- Any documents you share with them will similarly notify them by email and appear automatically.
6: Downloading Documents
- The agent can download all documents in the Deal Room to share with TCs, Title, or Compliance; they'll click the
Download All Docs button and wait for completion.
- *Note: Some features are limited in a Deal Room - agents cannot include their TC directly in the transaction unless
they sign up for a Free Limited Agent account by clicking 'Claim Free Account' in the deal room. *
I Entered The Agent's Email Wrong, Can I Fix It?
Yes, if there's a typo in the email you entered, you can generate a new invitation email using the 'Invite Buyer's
Agent' button inside the relevant offer folder. Below is a brief video tutorial:
https://www.loom.com/share/e54048d1730f400b9744fcaeed3a6d7b
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Next Lesson β Sharing Documents with Deal Room Agent β
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