In today’s real estate market where homes go pending in hours, agents need to be more efficient than ever. Whether it’s a listing appointment or submitting an offer, your process needs to be seamless to win the deal and still deliver a superior client experience.
Investing a few extra minutes customizing your preferences, connecting your CRM and adding commonly used contract clauses will pay off in hours saved and help you win future deals.
Complete your ‘My Account’ section
Sync your CRM and accounting platforms
Create customer offer and listing folders
Save default info in your templates
Create custom listing and offer documents
Add dotloop’s worksheets and interactive templates
Create task templates
Create commonly used contract clauses
Save custom transaction filters
Taking the time to set up the transaction properly on the front end will go far in saving you time in the long run. Make sure to take a few moments to add the three main elements of a transaction: people, documents and tasks.
Creating a listing transaction
Creating a buying transaction
Add folders and documents
Add people to the transaction
Add tasks templates
Auto-fill your documents
Share tasks lists and assign due dates
Documents – this is where you’ll really feel the time savings. Being able to submit an offer or sharing the offer package for your listing in just a few clicks can make the difference.
Edit, split and rotate PDFs
Use keyboard shortcuts
Today’s agent is always on the move and being able to use a top-rated mobile app to manage transactions is a must-have in this market.
Editing and sharing PDFs
Editing document templates on your phone
Sharing documents via text and exporting conversations
If you’re using our transaction management solution for Brokerages or Teams you’ll have access to a few more efficiency tools. Make the process even faster for your agents with loops templates and automate compliance for transaction coordinators.
Submit for compliance
Acting on behalf
These two tips are incredibly useful when it comes to setting up your listing. The Easy Offer link will make it easy to share an entire folder of documents with multiple people and making your listing searchable in dotloop increases the exposure of the property.
Setup and share an Easy Offer folder
Make your listing searchable
In today’s real estate market managing offers efficiently is imperative. These are the top scenarios you’re most likely going to run into when managing offers on your listing.
Scenario 1: Buyer’s agent uses dotloop and successfully connects to your listing
Scenario 2: Buyer’s agent uses dotloop but you need to merge two loops
Scenario 3: Buyer’s agent does NOT use dotloop and sends you offers via email
Scenario 4: Dual Agency
Compare offers using dotloop’s custom template
You have to be quick when you find the right home for your clients. Being able to submit an offer before walking out of an open house can help you elevate your buyer’s offer.
Connect to a listing
Auto-fill/edit document templates