Requesting & Generating Forms

Information for Agents, TC's and Assistants

10 articles in this collection
Written by Kora Gilman and Rosann Reducto

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 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 wizard

Written by Rosann Reducto
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 Reducto
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.

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 answers

Written by Rosann Reducto
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 Reducto
Updated over a week ago

How To Use Glide In Person With Clients

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 Reducto
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.

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 Reducto
Updated over a week ago