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Using Dotloop for documents crea4on and signing and LISTING is on Dotloop?
1.
You can also ask the lisFng agent if they have the lisFng on Dotloop and if so they can:
1.
They Add you as a person with ROLE Buyers Agent
2.
They Share with you the disclosure documents (Can EDIT IN PRIVATE)
2.
Launch Dotloop
3.
Find the new loop that was just shared with you (also you can use link from email)
4.
Go to Edit Details Page:
1.
Add Buyers name and email address and assign role of
Buyer
.
2.
Enter as much other info as you prefer.
5.
Click Save and Back to Loop.
6.
Rename the Folder to
Smith
Offer Folder
(to meet office policy)
7.
Add Documents to folder from templates. (Offer to Purchase, Buyers Agency)
8.
If you use Tasks, at boYom
Load Template
and choose Offer related task template
9.
Open each document, and complete the forms fully.
10. Click
Share
to the Buyer for signatures (Can Sign).
11. Click
Share
to the LisFng agent (Can Edit in private). Only share the needed docs.
12. Aker counters are completed click
Submit for Review
and choose Offer Folder.
13. Choose the type of Folder as
OFFER
. (This dictates the Workflow -‐ choose carefully).
14. Use Message to tell office if this is dead, contracted, ready to close, or closed)
15. ALL DONE! You will get a noFce upon acceptable review.
YOUR OFFER IS FILED WITH THE BROKERAGE APPROPRIATELY!