Requesting & Generating Forms
Information for Agents, TC's and Assistants
10 articles
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Written by Kora Gilman and Rosann PilapilEverything You Need To Know About Premium Seller Disclosures
New risk-management features that offer sellers the best experience for completing their TDS & SPQ on GlideK
Written by Kora Gilman. Updated over a week ago
How to Invite Clients to Complete Disclosure Forms
On Glide, your clients can complete critical disclosure documents online via a user-friendly, TurboTax-style wizardWritten by Rosann Pilapil. 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 Rosann Pilapil. Updated over a week ago
How to Generate Unsubmitted Forms
Agents may generate PDF forms before the seller answers all the questions and submits the responses on Glide.K
Written by Kora Gilman. Updated over a week ago
How to Update Disclosure Form PDFs with Revisions
Regenerate forms with the latest information if a seller revises their answersWritten by Rosann Pilapil. 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 Rosann Pilapil. Updated over a week ago
How To Use Glide In Person With Clients
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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 Rosann Pilapil. Updated over a week ago
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.K
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 Rosann Pilapil. Updated over a week ago