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Not Using Dotloop for documents -‐ paper file?
1. Aker all counters and disclosures signed on paper Scan all your signed paper
documents for the offer to your pc.
2. Launch Dotloop and open the loop you created earlier for your lisFng.
3. Add a folder.
4. Rename the Folder to
Smith
Offer Folder
(to meet office policy) (
Smith
is buyer)
5. Click
Submit for Review
and choose
Smith
Offer Folder for Review.
6. Choose the type of Folder as
OFFER
. (This dictates the Workflow -‐ choose carefully).
7. Use Message to tell office if this is dead, contracted, ready to close, or closed)
8. ALL DONE! You will get a noFce upon acceptable review.
THE OFFER ON YOUR LISTING IS FILED WITH THE BROKERAGE APPROPRIATELY!