The Book 5-5-16

Regardless if you use Dotloop for e-‐signing or not!

1. Loop Name:

1. Use the seong Use Loop Address on Edit Details

Temporarily loop names may be anything but when submiong make this change.

This will be the case if you get a buyer and they sign a buyers agency before they have a home to offer on.

2. Folder Names:

1. Use

Lis4ng Folder -‐

for lisFngs

2. Use

Smith

Offer Folder -‐

for offers you get or make

3. Change to

Smith

Contract Folder -‐

when an offer is accepted

4. Change to

Smith

Contract Terminated -‐

when an contract is terminated

5. Change to

Smith

Contract Closed 4-‐10-‐15 -‐

when a contract is closed on Apr 10

3. Folder Status:

1. Private – not really used, but default for new loops.

2. AcFve – acFve lisFng and acFve buyers agreement loops.

3. Under Contract – loops that are awaiFng conFngencies and close date.

4. Sold – Sold loops.

5. Leased – rentals that are leased.

6. Archived – place your test/training or error loops here.

4. Place files in folders in order by Form Number. Make file name have From Number

first. Leave other files with no form number below required forms.