Invited partners

Handle the request, with the rest kept private.

This guide is for lenders, title and settlement professionals, attorneys, inspectors, contractors, insurance professionals, and other people invited to a specific piece of client work.

Start the guideContact support

01 / Invitation

Use the secure link sent directly to you.

A Seam partner invitation is tied to a limited role and a specific set of work. It is not a general client record.

Start hereYou received a link from a client or realty professional you recognize.
Finished whenYou have confirmed the sender, client, your role, and the invitation’s expiration before changing anything.

  1. Confirm who sent the invitation.

    The sender should be a client or realty professional you recognize. If the message is unexpected, contact them separately before opening it.

  2. Open the newest invitation.

    Use the link from your own email. Do not forward it to a coworker or open a link intended for someone else.

  3. Follow the identity prompt shown.

    The page may ask you to confirm limited information before showing the request.

  4. Check the name and role.

    Stop if the client, household, partner name, or role is not what you expected.

Partner invitation showing the client, invited person, role, expiration, and limited access summary
Confirm the invitation and access · Partner view · Representative demo data
One link, one intended person.

Ask the inviter to send a separate invitation when a coworker needs to take over. Sharing the original link can expose information and leave the wrong activity history.

02 / Scoped access

Read the access summary before the request.

The Access area tells you what you can see and what action you can take. The invitation may include one or more limited items.

Start hereThe names on the invitation are correct and you are ready to see what was shared.
Finished whenYou can name every visible item and understand whether you may view, upload, message, or update it.

Request

A defined question, estimate, review, or piece of work assigned to you.

Document

A specific file request or review state connected to the work.

Message

A conversation thread visible only where the invitation allows it.

Status

A progress update that tells the client and realty team what is happening.

Need more context?

Ask the inviter to clarify or expand the request. Do not work around a limited view by requesting a broad client export.

03 / Requests

Respond to the item you were asked to handle.

A request may ask for an estimate, schedule, answer, or other defined response. Use the fields on that request so the update stays attached to the work.

Start hereThe request description, property or room, due information, and question are clear enough to answer.
Finished whenThe response, amount or range, schedule, and note say exactly what you can stand behind now.

  1. Read the request summary and due information.

    Confirm the property, room, task, or milestone when shown. Ask before assuming missing details.

  2. Choose an accurate response state.

    Use the status that reflects the work now, such as in progress, blocked, ready for review, or complete.

  3. Add only the requested response.

    When the page accepts an estimate, schedule, or note, keep it specific to this request.

  4. Review before sending.

    Confirm amounts, dates, names, and the client-visible note. The update becomes part of the shared work history.

Partner repair request showing the requested work, question, response state, amount range, schedule, and note
Answer the defined request · Partner view · Representative demo data

Any estimate or schedule remains subject to your normal professional review and agreement process outside the app.

04 / Documents

Use the matching document request.

The document area shows only the file request included in your invitation. The state you choose tells the client and team what has happened to that request.

Start hereYou have the requested file or have completed the review named in the invitation.
Finished whenThe document state and note are accurate, and any remaining correction or decision is stated plainly.

  1. Open the document item listed in your invitation.

    Read the file name or request description and the action available to you.

  2. Update only what you reviewed.

    Do not mark a document accepted, complete, or resolved when it still needs someone else's decision.

  3. Add a short explanation when the state changes.

    State what was reviewed and what, if anything, is still needed. Avoid unrelated client details.

Partner document request showing the requested title file, current state, risk choice, and note field
Update the matching file request · Partner view · Representative demo data
Do not move files into an unapproved channel.

Keep a requested file with its secure request. Never paste passwords, private keys, full account credentials, or unnecessary personal information into a message.

05 / Messages and status

Keep updates short, factual, and attached to the work.

A status update should answer three questions: what is true now, what is waiting, and what happens next. Use a message for a question or answer that belongs to the visible thread.

Start hereThe visible state or waiting person no longer matches the real work, or a thread contains a question for you.
Finished whenThe current state, risk, note, and next condition agree with each other and do not include unrelated client details.
  • Messages: answer the question in the visible thread. Start a new conversation only when the page offers that action.
  • Status: choose the state that is true now, identify a blockage when present, and say what happens next.
  • Risk: use the available risk field when an issue affects timing, completion, or a required decision.
  • Scope: leave unrelated matters out of the thread and contact the inviter separately for a new request.
Partner status area showing a visible message thread and a status item with state, risk, and note controls
Say what is true now · Status and messages · Representative demo data

06 / Finish

Leave a clear final state.

Start hereYou believe your requested work is done or cannot continue without a decision elsewhere.
Finished whenThe final state says what you delivered, any condition still outstanding, and who should act next.

  1. Confirm the requested work is complete.

    Check that the final status and note match what you actually delivered.

  2. State any remaining condition.

    If approval, scheduling, payment, or another professional decision still occurs elsewhere, say so plainly.

  3. Close the page and protect the link.

    Do not bookmark or save an invitation on a shared device. The inviter controls when access ends.

07 / Safety

Protect the client and the relationship.

  • Verify unexpected requests: contact the known sender using a trusted method before opening the link.
  • Use your own device and browser profile: avoid opening client work on a public or shared computer.
  • Share the minimum: include only information necessary for the visible request.
  • Report a mismatch: stop if the page shows the wrong person, property, or work and tell the inviter immediately.

08 / Troubleshooting

Common invitation problems.

  • Expired link: ask the inviter to issue a new invitation. Support should not reactivate an old link by email.
  • No visible request: confirm you opened the newest invitation, then ask the inviter to review the assigned scope.
  • Wrong person or property: stop, close the page, and notify the inviter without copying the information you saw.
  • Update will not save: keep a copy of your own response outside the page, refresh once, and contact the inviter if it still fails.