The Book

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!

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