Glide

New risk-management features that offer sellers the best experience for completing their TDS & SPQ on Glide

Everything You Need To Know About Premium Seller Disclosures

On Glide, your clients can complete critical disclosure documents online via a user-friendly, TurboTax-style wizard

How to Invite Clients to Complete Disclosure Forms

Learn how to turn your forms from drafts into completed PDFs in just a couple steps!

Forms That Say "PREVIEW" Explained

Agents may generate PDF forms before the seller answers all the questions and submits the responses on Glide.

How to Generate Unsubmitted Forms

Regenerate forms with the latest information if a seller revises their answers

How to Update Disclosure Form PDFs with Revisions

Understand what clients see when you invite them to complete forms using Glide.

How Does My Seller Complete their Disclosure Forms?

How To Use Glide In Person With Clients

Use Glide to help you prepare an RLA and send it to the seller for signature.

How to Generate a Listing Contract Package

You also learn how to update the client's email address on a contact list.

How To Resend Client Invitations to Complete an Existing Disclosure Forms Packet

Quickly add or edit information on the Details & Parties page.

How Do I Edit the Transaction's Property Address or Add Parties to a Transaction?

Use your smartphone to open a link (email or text message) and complete an AVID on the go.

How TCs Can Send an Invite to Agents to Complete AVIDs on Glide

Jake Brian Tipagat

Information for Agents, TC's and Assistants

Requesting & Generating Forms

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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