Deal Party Document Visibility

To be able to share a package and collaborate with others, first make sure the individuals you want to invite into your package are listed in the Deal Parties tab within a package.


Then, within the Requirements tab in a package, the right side bar will list the Deal Parties you've entered. 


Select the key [] to add Buyers, Sellers, other Brokers, or Attorneys into the application package. 


A box will appear that allows options to share all the Requirements with the selected recipient or to individually select specific Requirements.



Select Save to Share with collaborators. Hitting Send will email the package to the collaborators with whom you’ve chosen to share the application package. The key will turn to orange once access has been granted. 


Please note: You must enter AT LEAST a full name and email address in the Deal Parties page to include anyone in the package.