How To Apply Dotloop Templates

1. Login to dotloop and select "Add Loop". Paste the MLS number or name the loop as you prefer.

2. No need to apply a template or photo, click on "Done" to create the loop.

3. Open the loop and click on "Browse". Locate the Fast Offer that you downloaded and click on it to upload it.

4. Once the upload is complete, click on the agreement, then click on "File" and select "Apply Template".

5. Scroll down to "Additional Templates" and choose the Fast Offers lease agreement template. Click on "Apply".

6. All the initials will be populated, but you need to click on "Autofill". Save the changes by clicking "Yes".

7. Now you need to add the tenant's information. Click on "Tenant One" and select "Add Person" to add a new person. Enter the name and repeat the same process for "Tenant Two".

8. For the "Tenant Agent", select yourself.

9. Enter the offer date at the bottom and click on "Autofill". The three roles will be applied, and all the signatures and initials will display the names of the people you added.

10. Click on "Save and Share". Instead of "Can Sign", select "Can Fill and Sign" for both your clients.

11. Share the document with your clients and wait for them to sign and initial.

That's it! You have successfully sent the Fast Offer to your clients for signatures using dot loop.