The Book

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!

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