Signing documents in dotloop is easy and hassle free! Whether you're buying, selling, or renting - you can finalize your real estate transaction anywhere, any time.
- Signing your first document
- Adopt your signature
- Finish signing
- Create your free dotloop account
- Filling out and signing documents
When an agent has requested your signature, you will receive an email in your inbox. Typically, the subject line will read ACTION NEEDED - [Your Agent's Name] needs you to sign a document - MM/DD/YYYY.
Upon opening this email, you will see brief instructions within the body. Read these carefully as your agent may have specific information for you in this email. When you're ready, go ahead and click the blue View Document button. This will pull you into the document.
As soon as you enter the document, you will be presented with a flashing blue button stating Start Signing. If you click this button, dotloop will walk you down your document(s) and assist you in clicking in the proper spots to sign as designated by your agent. However, you can manually scroll down the document at your own pace and read and/or sign as you like.
When you've clicked on your first signature or initial field, dotloop will prompt you to Adopt your signature. This is a small window that displays only after you click on the first signature or initial box. It is simply asking that your legal name is correct and/or spelled correctly, and the same for your initials. When viewing this window, just click on your name under the CONFIRM YOUR NAME field to edit your sign name, and click on your initials under the INITIALS field to edit your initials.
You can click Draw Signature at the bottom left of this window. This will allow you to manually draw your signature - using a mouse or similar device.
When you are happy with your e-Sign signature and initials, you will want to click the blue Adopt and Sign button at the bottom right of this window. dotloop will immediately place your electronic signature in each subsequent signature and/or initial field you click on within the document(s).
When you've clicked everywhere you've been prompted to sign, dotloop will ask you to finish signing. Do this by simply clicking the FINISH SIGNING button. You are now met with a congratulations screen, notifying you that you have successfully signed the documents in each field you clicked on. dotloop has notified your agent of your signatures.
From here, you now have the ability to create your free dotloop account. Your account email address will default to the email address your agent shared these documents to. You can change this if you'd like. After this, simply create a password and your free dotloop account is now active and available.
Creating an account is not required, but it is a great way to keep track of documents you've signed in dotloop.
If your agent has requested you to fill out and sign a document, the steps can be slightly different than those listed above.
When you first open your document(s), dotloop will still offer to guide you through the document. You can follow this guide, or simply scroll through the document and fill out the document manually. Once you've successfully completed this document, you will click the I'm Done button on the top right. dotloop will now display the congratulations screen, as reviewed above in the Confirm Signing section of this article.