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Buyers Agent is Using Dotloop and your lis4ng is on Dotloop?
1.
If they
did not
LINK the loops you can MERGE them.
1.
You will see a new Loop (named what ever buyers agent loop was named)
2.
You realize you already have a loop for this property (do not add any of your
sellers to this loop or MERGE will not be allowed)
3.
Open the OFFER loop, go to Edit Details at the very boYom click Merge
4.
Choose YOUR LISTING loop.
5.
You now have one loop (your LisFng) with mulFple folders (LisFng and Offer)
6.
Rename the Folder to Smith Offer Folder
2.
If LINKED by Buyers Agent then you will see a new folder in your LisFng loop (the
folder from the byers agent being shared)
3.
Rename the Folder to
Smith
Offer Folder
(to meet office policy)
4.
Click
Share
to the Seller for signatures (Can Sign).
5.
Share back to the Buyers Agent by Clicking
Share
(Can Edit in private). Only share the
needed docs.
6.
Aker counters are completed click
Submit for Review
and choose the Smith Offer
Folder.
7.
Choose the type of Folder as
OFFER
. (This dictates the Workflow -‐ choose carefully).
8.
Use Message to tell office if it is dead, contracted, ready to close, or closed.
9.
ALL DONE! You will get a noFce upon acceptable review.
THE OFFER ON YOUR LISTING IS FILED WITH THE BROKERAGE APPROPRIATELY!