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Buyers Agent is not Using Dotloop but your lis4ng is on Dotloop?
1.
You receive the offer in an email. (Can also use generic email and move from inbox
folder to the correct loop and folder. Save the generic email in your phone)
2.
Launch Dotloop and open your loop and Create a new Folder
3.
Rename new folder as
Smith
Offer Folder
4.
Add documents from email to this new folder.
5.
An email address is copied to clipboard so Forward email from agent to this address.
6.
If needed split and rotate PDF from buyers agent. Rename documents.
7.
If you use Tasks, at boYom
Load Template
and choose Offer related task template
8.
Click
Share
to the Seller for signatures (Can Sign).
9.
Share back to the Buyers Agent by Clicking Share (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.
THE OFFER ON YOUR LISTING IS FILED WITH THE BROKERAGE APPROPRIATELY!