Dotloop 202


Create loop using personalized broker templates

1. Submit for review within 1 business day or 2 calendar days of rejection
2. Add documents
3. Fill out Contract information and processing sheet – use autofill
4. Submit for review
a. Select folder
b. Select rejected offers
c. Submit

1. Share with listing agent
2. Counter
a. From counter to either rejected
3. From counter or accepted contract
4. Splitting Multiple Document put together into each separate document
5. Drag and Dropping
6. Adding additional document to loop during the negotiations

1. Returned document
a. If PDF document
i. Add text or make change
ii. Insert client initial beside change
b. If E- signature
i. Make a copy to preserve signature
ii. Then make change
iii. Insert client initial beside change

1. Creating loop if not already done
2. Change name of loop if already loop created for buyer
3. Adding additional people to your loop such as:
a. Listing agent
b. Escrow
c. lender
4. Adding to loop Docs from MLS or other sources
5. Filling documents
a. Through autofill
b. Additional information that did not autofill
6. Adding Signature and checkbox as needed for forms
7. Share Docs with Buyer with message for initial & signature

1. Different views (grid versus list)
2. Creating loop
a. Name of loop needs to be property address
i. DO NOT connect to MLS (always use the google map)
b. Select template
c. Check on stages- want it to be listing for sale
d. Check status- change to pre-listing
e. Moving Documents within the loop
f. Bringing in additional documents to templates
3. Filling in document using the “view detail” tab
a. People already on loop
i. Adding additional people – do not add to team
b. Select level
c. Fill in additional information in this form
4. Selecting Documents to open to fill
a. Handling the dates for exempt delays on Listing agreement and listing profile sheet
b. Filling out document
ii. Using autofill
iii. Listing agent signing documents that you are authorized to sign
1. Exempt Delay Form
2. Listing Agreement
iv. Saving information
c. Sharing of documents with Seller for signature(s)
v. Creating custom message
vi. Attach document as PDF (on share tab)
d. Showing what the seller sees on their end
5. How to handle two sellers with the same email
a. One seller need to create a new email for themselves
b. Print documents and have them wet sign
c. Host in person signing

1. Create a new folder
2. Bringing in offer documents into this folder
a. Browse- if documents are saved on your device
b. Using email tab
i. Copy to clipboard the specific email address for that folder and loop
ii. Forward email with documents by pasting the copied email address to
3. Splitting multiple document into single document

1. All offers are processed through your listing loop using separate folders
2. Countering multiple offers
3. Handling the different folders as either rejected or executed
4. Submit for review all folders

1. On listing and on offer
a. Individual that is authorized to sign for these entities must be the signer
b. Using Autofill to set up the individual as signer
c. Changing the printed name on the documents to the entity

1. Getting started
a. Log in
b. Forgot password
c. Create password
2. Profile
a. ID and help number
b. Account settings
i. Picture
iii. Change time zone
c. Profiles
i. Fill in information
ii. No need to add association
iii. Notification settings
iv. Email settings
v. Document preferences
vi. Font size 12
3. Icons
a. Reports
b. Loops
c. Tasks
d. People
e. Templates
4. Loops
a. Views
i. Grid
ii. list
b. Filters
i. Stages – not needed
ii. Status
1. No status
2. Active listing
3. Under Contract
4. Sold- if need to complete or see these files
5. Pre- listing
6. Pre-offer
7. New
c. Task loading
5. Help Center

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