How Can I Invite Others To Collaborate With Me?

If you want to invite the buyer, seller, listing agent, seller, escrow, title, lender, attorney, home inspect, or other parties onto the transaction, you can easily do so by completing the following steps:

1. Find the transaction by using the search bar on the Dashboard or looking under Active on either the Dashboard or Transactions.
2. Expand the full details of the transaction by clicking on it.
3. Click "invite" on the left side bar.
4. Put in the email address they use most often.

It's important to use the email the person uses most often as this is the only email address they will be able to use to add documents to the transaction. If they try to use another email address, the system will not allow the documents to be added to the transaction.

See this article for more information about how to protect sensitive information once Collaborators are added to the transaction.

Updated on: 10/22/2019