One of the new updates in dotloop allows an agent to search for listings of other agents! This is huge because most of the time you do not want the listing agent to know that you are writing an offer until you are ready to send it. This feature allows the buying agent to write an offer on another agents property and have the system auto-fill the information from the listing loop while also connecting them!
Here are some things to know. First, for this to work the listing agent must do these things in order in their listing loop: 1. Assign themselves as the “Listing Agent” under the role in the people section. 2. Change the loop to “Active” status. 3. In “Edit Details” enter the MLS # and/or Address and click “Save”. (I recommend both because sometimes it is hard to search for the address exactly correct.) Once these 3 things are done, the loop is then searchable for other agents.
For the agent making the offer, you will need to sign into dotloop and create a new loop. Name it anything you want. Then go into the “Edit Details” and add the MLS # or address and it will pop up a list of options. When you find the one you want, click “Yes, link my loop to this listing”. Enter any other information you want in the edit details and click “Save” before you go back to your loop. When you start adding documents, it will auto-fill the information from your edit details and the listing loop so you have less to enter!
From here, once you have sent things to your client to sign and are ready to send to the listing agent, simply “Share” the documents you want to send to the listing side. No duplicate loops and you are all connected!!! *** This works across brokerages and states and makes no difference if they are in your office or MLS. You can search for any listing with any company as long as they have a loop created in dotloop! ***
I can be reached at Carolynt@kw.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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