Dotloop’s Accept Or Counter Flow: A Better Esign Experience

dotloop

May 04, 2017 | comments

An accepted offer is exciting; the excruciating back and forth, reading through reams of documents to figure out what’s changed, and re-signing that comes with counteroffers, however, is not. Luckily, dotloop users are able to make the eSigning experience easier: the accept or counter flow. In addition to making your life easier, the accept or counter flow also enhances your client’s experience, swiftly turning that dream house into their dream home while helping you build your brand as a tech-forward real estate agent.

So, how does it work?

STEP 1: Counter-offer detected

 
When a buying agent receives a counter-offer from the seller agent, all signatures get cleared from the existing offer. We then send the buying agent an email letting her know all of the changes that have been made to the document.

STEP 2: Buying agent reviews and counters the offer

 
The buying agent can review the changes whether on her phone (mobile web) or on the desktop. If the buying agent does not agree with the offer, she can counter the offer by clicking “Counter” in the navigation bar and making the appropriate updates in the document.

STEP 3: Buying agent can add a note

 
Once the buying agent completes her updates, she is prompted to add a note to explain her counter. She can also re-sign all her signatures on the document with one click.

STEP 4: Seller agent receives email with changes

 
The seller agent then receives an email that outlines all of the buying agent’s changes. With a single click from her email, she can head to the revised document to review the changes.

STEP 5: Seller agent approves the offer

 
If the seller agent likes the changes, she can click “Approve,” which allows her to re-sign the document with one click.

STEP 6: Buying agent and seller agent receive signature confirmation

 
Both the buying agent and seller agent receive emails confirming their signatures.