When utilizing the Easy Offer™ feature in dotloop, we will want to follow some best practice tips.
* If you have not yet set up your Easy Offer™ folder yet, you can do so by following the steps HERE.
With the Easy Offer™ folder, you will be receiving new offers on your listing from other agents within dotloop. Each offer submitted to you will create a new folder within your loop. This folder will have the same name as your Easy Offer™ folder, but also include the name of the agent submitting the offer in the folder title. This will help you easily know which buying agent you are working with on the current offer. Additionally, this will also add that buying agent to the list of people within your loop.
Any additional documentation you wish to share to an agent you can do so by adding it to the folder with that buying agents name. This will help you keep organized, and be an easy way to know which agent you are sharing documentation with.
Sharing documents will function as it normally would within dotloop. Simply select the document you wish to share, then select who you would like to share it with. Best practices note to only share information with the agent you are working with, and only within their offer folder. dotloop will designate each offer folder with the agents name who made the offer.
As a safeguard against sharing public information, your public folder will not allow you to share any documents as long as your Easy Offer™ link is active.
To ensure a smooth offer, remember to copy your Easy Offer™ link to give to buying agents. This link will make sure that they receive the documents necessary to make a proper offer on your loop. Once that agent has made an offer via your link, you can then add and share any additional documents to that agent in their offer folder.
So you're ready to accept an offer from a buying agent. What happens now?
At this point if you no longer wish to keep your Easy Offer™ folder active you can simply deactivate the public link. This can be done from the Set Up Easy Offer™ window. Simply click on the DISABLE LINK button at the bottom left and your link will become inactive. At this point no one new will be able to access your public folder.
Q: Do other agents get to see all the other offers on the listing when joining Easy Offer™?
A: No, we will never expose that to other agents. Only the Easy Offer™ folder owner would be able to see that.