The Book 5-5-16

Using Dotloop for documents crea4on and signing and LISTING is on Dotloop? 1. Add Loop using the + icon and type a temporary loop name. 2. Edit Details page (aker some details are entered a POPUP will ask if you want to link this loop to the loop for the lisFng) 1. Input Address (or MLS#) 2. Click YES LINK MY LOOP TO THIS LOOP . (changes Loop Name) 3. Assign your role as Buyers Agent under People. 4. Add Buyers name and email address and assign role of Buyer . 5. Enter as much other info as you prefer. 3. Click Save and Back to Loop. 4. Rename the Folder to Smith Offer Folder (to meet office policy) 5. Add Documents to folder from templates. (Offer to Purchase, Buyers Agency) 6. If you use Tasks, at boYom Load Template and choose Offer related task template 9. Click Share to the LisFng agent (Can Edit in private). Only share the needed docs. 10. Aker counters are completed click Submit for Review and choose the Offer Folder. 11. Choose the type of Folder as OFFER . (This dictates the Workflow -­‐ choose carefully). 12. Use Message to tell office if it is dead, contracted, ready to close, or closed. 13. ALL DONE! You will get a noFce upon acceptable review. 7. Open each document, and complete the forms fully. 8. Click Share to the Buyer for signatures (Can Sign).

YOUR OFFER IS FILED WITH THE BROKERAGE APPROPRIATELY!