As a REALTOR®, we know many service providers. The question is “Who do you trust to provide a great service to your clients?” A great way to include those providers into your transactions as a Trusted Service Provider or TSP. If you work with the same title representative, closing coordinator, or lender you can add them as your TSP so it is easier to “connect” to them, so here is how it works.
Once logged into your dotloop account, click on the “People” section and the top one on the list to the left says “Trusted Service Providers” right above the “Contacts”. If you do not see TSP’s then you are not a premium dotloop user and this is necessary for this feature. If you have no TSP’s added it will show a button at the bottom that says “Get Started for Free”, click on that button and it will pop up a window that asks the field the TSP is in, for example: Mortgage, Escrow/Title, Attorney, Home Warranty, etc. Then you will enter the Name and email of the TSP. More than one TSP can be added at a time. They will not display in the loops until the TSP becomes a premium user.
The cool thing about the TSP becoming a premium user is that it is not just for 1 agent or office. If trusted service provider is a premium user that allows them to be seen as a TSP for any agent or office, on all of their loops and there is no limit! Adding TSP’s do not automatically share any documents or people with the TSP. They only know that they have been added to a loop so you will still need to share any information that you want them to seas with any other person you add to the loop.
I can be reached at Carolyn@icarolyn.com, by phone or text at 918-951-9020 or visit my website at http://www.SearchTulsaHouses.com. For technology training or consulting assistance visit http://www.iCarolyn.com.