WEBVTT

00:00:00.000 --> 00:00:04.133
A broker wants the authorised seller to participate in an
unpublished listing.

00:00:04.363 --> 00:00:09.112
Open the correct business in Listing Builder and go to Owners and
verification.

00:00:09.342 --> 00:00:13.788
Adding a shareholder records the person’s details; it does not
invite them yet.

00:00:14.018 --> 00:00:17.768
Confirm the company and the person who is authorised to act for
it.

00:00:18.448 --> 00:00:23.789
Use Add a shareholder to enter the full name, valid email and
valid phone number.

00:00:24.019 --> 00:00:27.130
Role and ownership percentage are optional.

00:00:27.360 --> 00:00:33.096
This saved training row uses a fictional seller, example email and
reserved demonstration phone.

00:00:33.326 --> 00:00:35.195
Check the recipient carefully.

00:00:35.425 --> 00:00:39.604
The Make seller and send claim button is a separate action that
sends an invitation.

00:00:40.284 --> 00:00:43.164
The Access menu offers Viewer and Editor.

00:00:43.394 --> 00:00:47.469
Choose the level the real seller needs and review the recipient
before sending the claim.

00:00:47.699 --> 00:00:51.948
Adding someone as a shareholder is not the same as making them the
selling contact.

00:00:52.178 --> 00:00:58.192
A claim invitation is not a signed broker mandate, and it does not
make confidential documents public.

00:00:58.872 --> 00:01:03.539
After a real authorised claim is sent, follow its pending status
in Owners.

00:01:03.769 --> 00:01:09.505
The recipient must accept the claim and pass the identity check
before the seller relationship is verified.

00:01:09.735 --> 00:01:14.622
Where a claim is pending, use its available follow-up controls
carefully.

00:01:14.852 --> 00:01:21.250
This example stops at the unsubmitted claim: no invitation, access
grant or mandate signature occurred.