How to Create a Listing
This guide covers how to create a listing transaction in GIC if you are a logged in user. If you're a Deal Room agent,
go to the Deal Room - Listing help articles.
Video Tutorial — Create a Listing:
https://www.loom.com/share/715a490c0fd8449b9b9dd3f7974e2ab2
Step-by-Step Guide — Create a Listing:
1. Start a New Transaction
- Begin from your home dashboard or transactions tab.
- Click 'Create Transaction' from the home dashboard or 'New Transaction' in the transactions tab.
- Alternatively, go to the clients tab, select a client, and click 'Create Transaction with Client'.
2. Search for the Listing
- If the listing is in the MLS, search by MLS number.
- If not, search by address or enter the property address manually — you can always link it with the MLS number later.
3. Select the Property
- Once you search by either MLS or address, a list of matching properties will appear.
- Select the correct property, and click 'Continue'.
4. Identify Your Clients
- If you've already added your client to GIC (i.e. Existing Client):
click into the 'search for an existing client' bar and type your client name, then select them from the drop down
list.
- If you have not added your client to GIC (i.e. New Client):
- Click 'Create a New Client' at the bottom of the modal.
- Choose the client type:
- Individual (single person)
- Group (multiple individuals, like married couple or family members)
- Legal Entity (holding company, trust, LLC, or other legally incorporated entity)
5. Enter Client Information
- For an individual:
- Enter the client's full legal name and email, then click Continue.
- For a group:
- Enter both clients' full legal names as the group name
- Then click 'add a second signer' so that each individual has a line
- Enter both clients names and emails in their respective fields, then click Create Group.
- For an entity:
- Enter the full legal name of the company as it was incorporated
- Add a signatory line for however many legal signatories will be signing on behalf of the entity
- Enter the signatory's name and email in their respective fields, then click Create.
** NOTE: If clients share an email, you can enter the same email for the email fields of both clients. **
6. Confirm Client Link to the Listing
- The individual, group, or entity will now automatically show up as linked to the listing.
- Confirm the client details then click 'Continue'.
7. Add Documents
- Click 'Create and Add Docs' to launch the document quick start window (or skip and add docs later).
- Select documents to add to your listing from the browser, then click 'Add Documents'.
- If you have a documents bundle template saved, select it from the template dropdown of the documents browser to
automatically check documents to include.
8. Transaction Created
- You'll be taken into your newly created listing transaction.
- From here, fill out the Exclusive Right to Sell and send to your clients for signature.
- Once signed, publish the listing within GIC using the 'Publish' button at the top right of the listing. Share your
listing with buyer's agents in two ways:
- 1. Copy the Public Link (once you publish and active public link) and share this link in your broker's remarks
or directly with buyer's agents.
View the Help Guide: Publishing & Sharing with Public Link
- 2. Invite Buyer's Agent to Deal Room to invite a specific agent to submit an offer to your GIC listing through a
free and seamless shared folder in your transaction.
View the Help Guide: How to Collaborate with External Buyer's Agent
Next Lesson: Add a TC to your Listing
