The Book

Using Dotloop for documents crea4on and signing? 1. Add Loop using the + icon and type a temporary loop name. 2. Edit Details page (to receive Dotloop offers must do these things * items 1. Input Address (or MLS#) * 2. Set Status to Ac4ve * 5. Add Sellers name and email address and assign role of Seller . 6. Enter as much other info as you prefer. (LisFng Info and Geographic DescripFon) 7. Add photo of home if you like. 3. Click Save, Click Use Property Address as Loop Name and then Save and Back to Loop 4. Rename the Folder to Lis4ng Folder (to meet office policy) 5. Add Documents to folder from templates. (LisFng agreement, disclosures, agency) 6. If you use Tasks, at boYom Load Template and choose LisFng related task template 3. Set the TransacFon Type (this will control the roles) 4. Assign your role as Lis4ng Agent under People. *

7. Open each document, and complete the forms fully. 8. Click Share to the Seller for signatures (Can Sign).

9. Click Submit for Review and choose LisFng Documents folder for Review. 10. Choose the Folder type for review as LISTING (this dictates the Workflow) 11. AcFvate in MLS and make menFon that agents can submit offers on DotLoop.

YOUR LISTING IS FILED WITH THE BROKERAGE APPROPRIATELY!