Requesting & Generating Forms

Information for Agents, TC's and Assistants

10 articles in this collection
Written by Kora Gilman

Everything You Need To Know About Premium Seller Disclosures

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

Written by Kora Gilman
Updated this week

How to Invite Clients to Complete Disclosure Forms

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

Written by Kora Gilman
Updated over a week ago

Forms That Say "PREVIEW" Explained

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

Written by Kora Gilman
Updated yesterday

Can I Generate Incomplete Forms?

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

Written by Kora Gilman
Updated over a week ago

How Does My Seller Complete their Disclosure Forms?

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

Written by Kora Gilman
Updated over a week ago

How To Use Glide In Person With Clients

Written by Kora Gilman
Updated this week

Can I Generate Incomplete Forms?

Agents may generate the forms into PDFs before the seller has completed answering all the questions on Glide

Written by Kora Gilman
Updated over a week ago

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

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

Written by Kora Gilman
Updated this week

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

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

Written by Kora Gilman
Updated over a week ago

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

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

Written by Kora Gilman
Updated this week