The Easy Offer™ feature will allow the Listing Agent of a loop to share a folder and its documents via a public link. This will allow you to quickly and easily share information and documents on your listing to any Buying Agent interested in making an offer on your listing. This feature is a great way to ensure the privacy of your loop, with complete control over what the buying agent sees, and as an added bonus, avoid duplicate loops for your listing!
- Listing agent benefits
- Making folders public
- Disabling public folders
- Accepting public folders
- Receiving offers
- Better market your listing--save time and create a better experience for interested parties.
- Track the names and emails of people who access your folders.
- Users can share this link easily with anyone who might be interested in those documents.
- Get a chart showing how many people are joining your loops through Easy Offer™.
- Rental agents can use this as a way to distribute applications and marketing flyers for the property.
As a Listing Agent, the main objective is to obtain and solicit offers. Easy Offer™ allows you to quickly share disclosures to interested buying agents so they can easily submit offers. These disclosures are a package of listing documents shared with interested parties containing property details the seller is obligated to disclose. This is also known as an “offering memorandum”.
As a Listing Agent looking to make folders available to Buying Agents, let us first start by changing your role in the loop to Listing Agent, to make all Buying Agents aware of your role. Next, we will want to ensure that we have the correct Transaction Type and Transaction Status set for the loop.
To enable the link the loop must first contain the following Transaction Types:
- Sale Listing
- Lease Listing
as well as the following Transaction Statuses:
- Private Listing
- Active Listing
- Under Contract
Once the loop fits this criteria you as the Agent must click on the Set up Easy Offer™ option at the top right of the screen, next to the link for the Activity Log.
Once clicked you will be prompted with the Set up Easy Offer™ window. Here in this window you will click on the checkbox to the left of the folder, or folders, you would like to make public.
Checkmarking a folder will automatically generate a shareable link that will display at the bottom of the window. This link can then be copied via the COPY button to the right of the link and shared to anyone you want to allow access to this folder, and its documents contained within, to anyone of your choosing. When finished, make sure to press the SAVE button at the bottom right of the window. This will make the link active for public use.
note: the ‘Set up Easy Offer™’ option will only appear on the page when the loop fits the specific Transaction Type, as well as the corresponding Transaction Status.
Another thing to note is that you can also select the listing agent for the loop. If you are the originator of the loop you will automatically be set as the listing agent. If you have multiple people on your team in the loop with the role of listing agent then more options will be shown to select as the listing agent.
Once you have successfully enabled the folder(s) you will see Accessible Via Easy Offer™ to the right of each folder name that was made public.
note: once you make a folder public, you will not be able to share documents from that folder unless you disable the link.
At any point you can disable your public folders quickly and easily. This can be done a few ways.
First, clicking on the Set up Easy Offer™ button, and navigating to the bottom left of the window, you can click on the DISABLE LINK option.
Also, changing the loop to any Transaction Type or Transaction Status will automatically disable the link.
Once a link is disabled it will no longer allow any future users to access the loop, but anyone who has previously accepted the loop will still have access.
So you’re a Buying Agent and a Listing Agent has just shared a link with you to view documents in their loop. To accept this loop and start making an offer we need to follow a few easy steps.
First, let’s click on the link. This will open the shared loop and display the folders, and documents contained within, that are available to you. If you are already a dotloop member, make sure that you are signed out of your dotloop account before clicking on the link.
Clicking anywhere in the loop will then prompt you to sign up if you are a new dotloop user, or sign in if you have an existing dotloop account.
I’m a new user:
Once you’ve clicked on the page you will notice you are prompted with a few fields to fill out. Simply fill in your full name, email address, password of your choosing, and select your role. Lastly, click on the Sign Up for Free button and you will be ready to go!
I’m an existing user:
Not a problem! At the bottom of the window click on the link to Sign In, fill in your email and password, and you’re ready!
Once you’ve accepted the loop into your account this will copy all the folders and documents from the Listing Agent into your new loop, as well as all available details and MLS data for the loop. The documents within the loop will be fully editable and private for you to work on, until you are ready to share them back to the Listing Agent.
Once a buying agent has used your link to access the listing documents they will then share the completed offer documents back to you. This will create a new folder within your listing loop. The folder will have the same name as your listing folder, but will include the agents name so you can easily navigate each offer.
As you receive multiple offers you will notice new folders appearing in your loop. Each new offer you receive will create a new folder that will follow the same format of the folder name, followed by the buying agents name who is making the offer. This will help keep each offer organized.
- If you are clicking on an Easy Offer link, ensure you are signed out of your dotloop account before doing so.
- As the Listing Agent you can view the activity of any Buying Agent who has accepted your loop via the Activity Log, or under the Dashboard charts.
- Any documents added to the folder you have made public will be instantly available to those who have accepted your loop.
- All other loop folders, messages, and activity will still be private within your loop.
Now that we know how to utilize the Easy Offer feature, we will want to follow some best practices that are outlined HERE.