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Not Using Dotloop for documents -‐ paper file?
1. Scan all your signed paper documents for the offer to your pc.
2. Compose email from your email acct registered with Dotloop
1. TO:
first.last@upload.dotloop.com(get your specific email address from Templates page)
2. FROM: must be your dotloop registered email address
3. SUBJ: New Loop: Street Address
4. AYach the offer documents and disclosures individually.
5. Send.
3. Launch Dotloop and open the loop just created from the above email.
4. Rename the Folder to
Smith
Offer Folder
(to meet office policy)
5. Click
Submit for Review
and choose Offer Folder for Review.
6. You are prompted to enter the Address info.
7. Choose the type of Folder as
OFFER
. (This dictates the Workflow -‐ choose carefully).
8. Use Message to tell office if this is dead, contracted, ready to close, or closed)
9. ALL DONE! You will get a noFce upon acceptable review.
YOUR OFFER IS FILED WITH THE BROKERAGE APPROPRIATELY!