Easy Offer allows a Listing Agent to create a public folder of typical disclosure and offer documents needed for a Buying Agent who does not use dotloop to easily review and submit an offer on the listing. This feature helps eliminate duplicate loops while giving the Listing Agent complete control over what the Buying Agent can see within the loop.
Listing Agent Benefits
- A quick and easy way to market a listing
- Ability to track the names and emails of people who have reviewed the documents in the Easy Offer folder
- Insights and reporting into how many people are joining your loops through Easy Offer
- For Rentals: Rental agents can use Easy Offer as a way to distribute applications and marketing flyers for the property
Set the loop Transaction Type to either: Listing for Sale or Listing for Lease with a loop Status of either: Pre-Listing, Private Listing, Active Listing, or Under Contract.
From inside the loop, click Set Up Easy Offer at the top of page.
Select the designated Listing Agent for the transaction. This is the individual who is notified when offers are submitted on the listing through the Easy Offer link.
Select the folder(s) you would like to be made public to potential buyers and Buying Agents. Any folder that is not selected will remain private until it is shared.
Copy and paste the link wherever you would like your Easy Offer folder to be easily accessible. Any Buying Agents or interested parties who click this link will be able to see the folder(s) you’ve made public through Easy Offer.
Note: Easy Offer is intended to optimize the offer experience for agents who do not use dotloop. If a buying agent that does use dotloop is interested in submitting an offer on behalf of their clients, please refer to this article.
Note: Easy Offer is intended to optimize the offer experience for agents who do not use dotloop. If a buying agent that does use dotloop is interested in submitting an offer on behalf of their clients, please refer to this article.
Click the Save button at the bottom of the Easy Offer window. Saving will confirm your changes and officially activate the Easy Offer link.
If you’ve lost your Easy Offer link and need to copy it again, navigate to Accessible via Easy Offer to the right of the folder(s) you have made public. This will open the Set up Easy Offer window for you again to copy the link.
If you have a final accepted offer or need to disable your Easy Offer link, navigate to either Set Up Easy Offer in the top right portion of the loop or Accessible via Easy Offer to the right of the folder. Once in the Set Up Easy Offer window, click Disable Link in the bottom left corner. This deactivates the Easy Offer link. If anyone clicks on the link, they are taken to an access denied screen.
A new folder will be generated in your loop for every offer submitted through Easy Offer. The folder will be named the original folder name with the Buying Agent’s name added to the end. This allows for easy organization and navigation through the offers on the listing.
To see who has viewed your Easy Offer folder, click on Activity Log within the loop.
To see reporting on Easy Offer links, navigate to the Reporting section of your dotloop account.