Dotloop – Grouping Documents to Send One Packet for Signing

Dotloop – Grouping Documents to Send One Packet for Signing

How to group and send listing documents in Dotloop and/or contract documents together to send to your client as one packet for signing:

 

·        -  Open your loop.

·     - Go to the “People” section and add your client information – role (seller/buyer), name, & email.   Note: Your client’s must have separate emails – they cannot share an email.

·    - Ensure applicable addenda (HOA, Condo Rider, Housing for Older Persons, etc.) are in the folder.

·     - Ensure the mandatory/required brokerage documents are in the folder.

·     - Order the documents by which document you want your client to see first by clicking on the file name, holding the mouse key down & dragging the file in the order your client will sign, let go
  of the mouse. (See example below). 

·     - Check the box next to the file name:


-          

·        -   Click “Share”

·        -   Choose the client(s) name(s) – ensure it states “Can Sign”.

- Click “Share”.

·        -   Documents will be sent as one packet to your client.

·        -   Files will state “Waiting on Others” until your client(s) sign.

·         -  Signed documents will not need to be split as they will come back split when signed. 

-      

Support
Dalton Wade Support 727.914.9174 is open 7 days a week Monday – Friday 9:00AM – 7:00PM and on weekends NOON to 5:00PM.  For any and all questions, Dalton Wade Support is your first call.

Compliance

At Dalton Wade we take compliance very seriously.  Our compliance team is here to keep you, your client and the brokerage protected.  Compliance reviews, via Dot Loop, all transaction file submissions within 24 hours.

 

In Summary

Please be on the lookout for the various getting going and training emails so that you get the most out of your new brokerage.

 

 

 

On behalf of the entire Dalton Wade Team, we are looking forward to working with you!!

 

 

 




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