Not sure if you have heard, but dotloop has a new Easy Offer™ button inside the listing loops! This so so cool! Many of you have asked if there is a way for a folder or documents to be automatically shared when another agent wants to write an offer, well it’s here! So here is how it works.
Before we begin, your loop must be in the status of “Listing for Sale” or “Listing for Lease” or the Easy Offer™ will not show inside the loop. Now that yo have a Listing for Sale, we are going to add the Easy Offer™ to it.
First, you need to create a folder by clicking “add folder” at the top right to create the folder that you will want EVERYTHING in the folder shared. In other words, do NOT use your listing document folder to create the Easy Offer™. If you do, it will share ALL documents in the folder. The good news is that if you screw this up and accidentally do this, it can be undone and disconnected.
Now that you have the new folder it’s time to add the documents. You will want to add things like the property disclosure and the Lead Based Paint disclosure (if built prior to 1978). You add items to the new folder, let’s call it “Offer Documents”, by selecting them from the other folder and click “copy to” and chose the same loop and the “Offer Documents” folder to put them in. It’s like a say in class, you would not give an original property disclosure to a buyer because if that deal falls through, you need to have another one so you give a buyer a “copy”. This is the same as if you were using paper. Another item you can add to the folder would be a blank contract so if the other agent wants to make the offer and they have not used dotloop, it will make things easier for them.
So we have all of our documents in our new “Offer Documents” folder and we are ready to create the Easy Offer™. At the top of the summary or loop page you will see a new button next to the activity log that says “Set Up Easy Offer™”. Click the words and a new box will open up. Select the folder to be shared, in this case is called “Offer Documents”. and “copy” to the right of the link. This put the link to your clip board but you will need to “paste” it somewhere to share it. Before you leave the loop, don’t forget to “save”. A good example of this is on your website or company website. Do not post this in your MLS without checking the rules first. My MLS for example does not allow any exterior links in the comments or listing. Another thing you can do with this link is have it in your notepad on your phone or computer so when another agent says they want to write an offer you can send them the link to the Easy Offer™. You may also notice at the bottom right of the new box says “Disable Link” which will allow it be instantly disabled.
Now you are wondering, what does this link look like? What does the other agent making the offer see? Well, it’s simple so let me show you below. As you can see the loop name, picture, folder chosen for the Easy Offer™ and the documents it contains are all displayed.
The agent can click on anything in the loop and they are prompted to either create an account or log in. If the agent making the offer has multiple profiles it will ask them which one they want the loop attached to.
The part I find interesting is it adds the name of the agent writing the offer to the end of the folder name. You only see this on the agent that clicked the Easy Offer and the Listing agent can not see anything they do to the document until it is shared with them. The only way the listing agent can tell someone has connected prior to the offer being submitted is by looking at the “Activity Log”.
If you want to see what a sample Easy Offer™ looks like, here is a link to one https://www.dotloop.com/my/loop/p/7RlVB26dmjo?v=1YzNC This is a sample loop for obvious reasons even though the example above is an actual listing.
That’s it, so give me an Easy Offer™ Please!
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.
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