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First impressions are mission critical for real estate agents trying to capture … Make the Complex Accessible with Videos Has someone shared a document to you via dotloop and don't know where to start? When this happens, saving and returning the document to you is a slightly different process. Clients today are less interested in hard data and more interested in the human side of what’s going on in their communities. Show up in memorable ways.


Get your clients familiarized with dotloop with this free flyer Watch, download, and customize This handout is designed to be shared electronically with your clients to get them familiarized with dotloop and the online signing experience. Clients. They can select If clients would like to view messages or download/print the document before or after signing, they can do so by clicking on the 3 horizontal dots at the top right of the page.Signing documents in dotloop is quick and easy! Once shared, an email is sent to your clients' inbox with the subject line: ACTION NEEDED - [agent's name] needs you to sign a document - [date stamp] - [time stamp]. Cater to Your Clientele. Client receives email of shared documents. Since they do not fill out every field, the Finish Signing button will not be present, so they must instead click on If clients do not have a Dotloop account already established, they will be asked to create one once they sign the document(s) shared with them. Also, 74% of those surveyed said they expect messaging to enable better customer experiences.With dotloop’s text Messenger, clients don’t have to download any software; they can simply answer their agent’s texts and share and eSign docs from their smartphone. Once the client is ready to sign, click the blinking blue button that says The document will automatically scroll down to the first place for them to initial or sign. When they have the ability to fill out a document, they probably will not be filling out every single field on the document. Watch this quick video to learn how to upload, customize and share this resource. Also, 80% favor agents who can serve as experts within a local market.For listing agents, there’s no better way to engender trust in the agent’s expertise within a market than with a customized listing presentation highlighting their strengths and the home’s specific features.With more buyers and sellers using curated data to customize their internet experiences on their mobile apps and devices, more than half of U.S. digital device users say they’re more apt to make a purchase when marketing content speaks directly to their needs, according to the 2019 Adobe Brand Content Survey.The template’s client consultation worksheet encourages conversations with prospective clients and helps create a compelling marketing story that will resonate on an emotional level with potential buyers.Zillow’s 2019 Consumer Housing Trends Report found that nearly 4 out of 5 U.S. homebuyers (79%) use an online resource at some point in their search. Follow these steps to learn the client process for signing. Clients trust and highly value agents who offer referrals to third-party vendors, including home warranties, title insurance, mortgage lenders, contractors and home inspectors. With the In the end, it’s those agents who add thoughtful touches to their client relationships who really make a great lasting impression and help prompt referrals.
Specifically, 86% say trustworthiness and 81% cite responsiveness as “extremely or very important” qualities they seek when selecting an agent. If they would like to draw their signature, they can click on the words Once they have signed or initiated the first field, the document will automatically scroll down to the next place assigned for them to initial or sign and they can click in the red box to place their signature.When they are finished, there will be a blue flashing button in the upper-right corner that saysIf you have shared a document with them with the ability to fill out and sign, the process will be a little bit different. Tell us more in the comments section below.dotloop® and PEOPLEWORK, NOT PAPERWORK® are registered trademarks of dotloop, Inc. © 2020 dotloop, Inc. Dotloop’s integrations with our app partners makes it easy to set up drip campaigns to auto-trigger a congratulations email post-closing or a check-in email at a one-year anniversary. They must start by opening this email.This button will open the document(s) that were shared for signing.Clients can scroll through the document(s) before signing to review the document(s).

There will be a red box that either says Their name and initials will appear in both script and print. APINation, for example, can automatically sync dotloop contacts with specified Also, APINation recently launched a new integration for dotloop, enabling agents to give clients a unique closing gift, a digital Video, too, is a great way to engage and keep an agent’s name top of mind long after the closing. What do you do to wow your clients year-round?

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