HOW TO WRITE & SUBMIT A BUYER OFFER
1. Select “Create a Loop” and begin typing in your subject address. Dotloop will begin auto filling the remainder of the address for you. When finished select “Create Loop”
2. The next page will take you to the main loop page. Select “Add From” and “Templates.” Select the “JGA- Buying Packet” and Select all in the upper left hand corner. This will then check all of the documents in this group. If you select add documents, it will add all of the documents to the loop.
3. Next, add your Buyer(s) to the loop by selecting “Add Person.” Enter your clients legal name, correct email and select “Buyer” as their role. This will then add your seller automatically to all of the documents in your loop.
4. Now it is time to edit your documents. Select the first document to begin filling out. Immediately upon opening the document, it will ask if you want to assign roles in the document. It should auto fill your client as the buyer and yourself as the buyer’s agent. If correct, press “Assign.” Dotloop will then fill in as much as the information it can. It is your responsibility to fill in the remaining fields with the information you and the client have mutually agreed upon.
5. Once the document has been completely filled out and all spots are assigned to the buyer or listing agent to sign. Press “SAVE” in the top left corner. You do NOT want to press “Save & Share” otherwise your client will receive separate emails for each document.
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6. Once all documents have been filled out by the OSA, you may select the documents that the buyer has to sign. The only documents I would suggest on not sending to the seller are the Commission Disbursement & Earnest Money Deposit form. Once you select the documents to share with your client, press the red “Share” button in the top right corner. You will notice the status on the documents you shared will change from “not shared” to “waiting on others.” Once your client has signed the documents, you will receive an email from Dotloop letting you know the documents have been completed.
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7. Once your offer is accepted and signed by all parties, you will now submit your packet to the administration. You will select all of your documents in the loop and press the “Submit for Review” button in the right hand corner. Please make sure ALL documents are fully completed and executed prior to submitting. When pressing submit for your review, you will be prompted to select which category you are submitting this loop for. In this particular case, you will select “Buying” at this same time, you may write any messages to the admin as well (ex: “EMD being turned in on Monday” or “Cash Deal- use sellers title company”)
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8. To stay updated during the pending process, please check your loop for tasks that will be completed by the administrative team on your behalf. This includes submitting the loop to Keller Williams, First Centennial, etc.
