No More Duplicates!

With more and more people using Dotloop across the country and in different offices and different companies, duplicates can be an issue if you don’t know some tips to prevent them!  First, my approach to this subject is I want to teach you the preventative measure first and then the reactionary next.

First the Listing Loop:  For every listing you have, you need to do these 3 things to all of them:
1. Loop Status of “Active Listing” – Loop Type will be either Listing for Sale or Listing for Lease in order for that status to be an option.
2. Identity the Role of the “Listing Agent” – This is as simple as selecting listing agent next to your name in the loop, provided you are the listing agent.
3. Add the Address and/or MLS # to the View Details of the loop.
Once these 3 things are done, then your listing will be “searchable” and can be seen by agents when they go to create a loop.

Searchable Listings

Since the address is not added to the View Details, this loop is not “Searchable”.  You must do ALL 3 of these items in order for your listing to be searchable.

Next is the Buying (Selling) Loop:  When you go to create a loop, search for the property address for the listing you are about to make an offer on.  There are 3 places that you can search for a listing: 1. When you create a Loop, 2. In the View Details above the property address fields, and 3. On the Autofill screen above the address fields.  A few tips to help  your search:  First try searching the house number OR street name OR MLS # because some agents will enter an address with a space or period in the address and that can make it more difficult to find.  Personally I recommend not using periods in the address.

Once you have found the property, it will show you the listing agent’s name (which comes from #2 above) and it will display the MLS # and list price if you have them entered.  Depending on the place you searched it will ask you if you “want to save time and import data” and of course say YES!  So some important things to note here.  The Loop Rules still apply which means: “Anything you add to the loop is private, until you share it” which means that no one will see any of your documents even if the Buying agent selects to connect to the listing agent’s Loop.  The only exception to this is if you are using the Easy Offer (for more info on that, refer to that blog post).

The cool part about these items is that it connects the loops together so the listing agent will not get a second, third or fourth loop when an agent sends an offer, instead it will come in as an additional folder in the Same Loop!!!  From the Buying side, the listing agent will not get the offer or see anything until you “share” the offer to them so no worries there either plus it autofilled the view details so you had less things to type in, that’s what I call a win-win!

OK, so you didn’t know all that and you have a duplicate loop.  My first reaction is NOOOO, I don’t want a duplicate!  So here is how you fix it.  I have to start by telling you that you MUST do this from THE BEGINNING!  Do not think that you can merge it from the end of the transaction, because it won’t work!  I have an entire post written just for Merging Loops, and it explains everything, so click here to access it.

I can be reached at CarolynTechPertise@gmail.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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