There will be times when you need to complete a transaction on dotloop with another agent who does not use dotloop. Let's go over the best ways to complete this successfully.
- Setting up your loop
- Sharing your documents/Selecting permissions
- Easy Offer™
- Helpful Resource Links
First, set up your loop to share with the other agent.
For this example, the loop is a private listing until completing the loop setup. Once the loop is set up, switch the status to "active listing" in order to make the loop searchable by other agents wishing to make an offer.
Now that you have added the agent to the loop, you can set documents and prepare them for sharing.
Once you've set up your loop, you are ready to begin sharing the document(s) with the other agent
Important to note: Once they have finished with the document(s), the other agent must share it back to you for you to see the changes made.
An alternative to sharing documents with the other agent is to use the Easy Offer™ feature. This feature allows you to set up a public folder with the offer documents you wish to make available to other agents. Easy Offer does not give the other agent full access to the loop, just the folder shared. Once set up, it will have its own unique link that you can share to anyone.
Things to remember:
- You can have more than one folder available within the easy offer
- You do not want to interact with the documents in this folder past this point, as these documents are now public.
- To turn off EasyOffer click Disable, this deactivates the folder(s) shared from being public