If the agent on the other side of your transaction does not have their own relay® account you can invite them to your transaction as a guest, using the instructions below.
Step 1:
Open your transaction and click on the Transaction Contacts button, located on the coversheet section.
Step 2:
The transaction contacts will be separated by seller side and buyer side. Click the Add Agent button under the side that the opposing agent belongs to.
Step 3:
Check the box marked Create Account.
Step 4:
Fill in the agent's contact information.
Or, if the contact is already stored in your relay® contact database then you can use the top portion of the page to search for the contact instead.
Step 5:
Once the contact's information is entered click on Submit.
relay® will then send the agent a welcome e-mail inviting them to the transaction. This will contain a link that will allow them to set up their own custom username and password.
