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Requesting & Generating Forms

Requesting & Generating Forms

Information for Agents, TC's and Assistants

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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
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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
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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!
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Written by Kora Gilman
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.
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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
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Written by Kora Gilman
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 Generate a Listing Contract Package

Use Glide to help you prepare an RLA and send it to the seller for signature.
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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.
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Written by Kora Gilman
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.
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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.
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Written by Kora Gilman
Updated over a week ago