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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
7.
Open each document, and complete the forms fully.
8.
Click
Share
to the Buyer for signatures (Can Sign).
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.
YOUR OFFER IS FILED WITH THE BROKERAGE APPROPRIATELY!