dotloop Enhancements

Dotloop made some really great enhancements last night that will help with core functionality of the system.

  1. When a client opens up a document to sign, they’ll see a more robust START SIGNING bar flashing.  The client will now be able to click to access Messages, Download/Print if they’d like to read over it prior to signing, or save and close.  I like that they can download and print on this screen in case you didn’t include the pdf attachment or if the pdf was too large to attach.start signing screenshot
  2. After the client clicks start signing and then clicks the first signature/initial field, they get the Adopt Your Signature pop-up.  Sometimes clients couldn’t figure out where to click to change how they want to sign their name (especially if changing from LLC to actual name or for POA situations).  They were often clicking the cursive signature instead of the printed name spot.  Dotloop adjusted this to make it much clearer where clients click to change their name.  They changed it to say Confirm Your Name above where they can type and changed the script (non editable) section to say Signature Preview and Initials Preview.adopt your sig screenshot
  3. Someone who is signing on a touch screen device is now able to pinch to zoom in and out of the document.  If they zoom in, when they are bounced to the next signature/initial spot, it will remain at the same zoom level.
  4. They’ve added some new keyboard shortcuts to save time when dragging and dropping onto a pdf:- To copy fields CMD+SHIFT+C or CTRL+SHIFT+C
    – To paste fields CMD+SHIFT+V or CTRL+SHIFT+V
    – To label fields CMD+SHIFT=L or CTRL+SHIFT+L
    – To save document CMD+SHIFT+S or CTRL+SHIFT+S
  5. They redesigned the toolbar that is visible when a document is opened for editing (much easier to navigate!)doc editor toolbar

    – Expanded menus will no longer be cut off and below the fold
    – The name of the document will be visible in the left corner
    – Underneath the name will be the current document permission (Can Sign, Can Fill & Sign, etc)
    – The toolbar will now have: File, Add, Autofill, More, Save, Share
    – File contains: Print, Download, Split PDF, Rotate, Save as template
    – Add contains: Add signature, add initials, add date, add name, add checkbox, add radio button, add strikethrough
    – More contains: Messages, show tasks, document history, host in person signing, hide hotkeys (hotkeys will be displayed beside the document)


Please let know if you have any questions.

A plan for the pitch: How to sell home warranties

Peace of mind is invaluable, but sometimes it can be hard to sell. Real estate professionals understand the advantages of home warranties for all parties involved, but it can be challenging to share the benefits with a prospective seller or buyer.

How Does a Home Warranty Benefit All Parties in a Real Estate Transaction?

In short, Home warranties often protect the deal for real estate agents, buyers and sellers. These plans cover the repair and replacement of the major systems and appliances in the home. For instance, a home heating system that stops working can be a significant blow to a homeowner’s budget. However, that’s not something that person will have to worry about with a home warranty. The cost of the repairs is covered by the plan. Dishwashers, air conditioner units and many other home essentials are covered by various home warranty plans.  Additionally, a home warranty is a free marketing tool that agents can use as part of their listing strategy since payment for the warranty occurs as part of the closing. Properties that are listed with a home warranty are found to be more appealing by buyers, which makes the buyer more comfortable with their decision to purchase a property closer to the asking price. Offers closer to the asking price reduces the erosion of an agent’s commission. One of the many hurdles a seller’s agent faces is getting the home to closing. If a major system or appliance encounters a mechanical failure during the listing period and a home warranty is in place, a seller’s agent can leverage the warranty to prevent a delay in the home closing.

Buyer’s agents can take advantage of a home warranty in three ways. The first is to use it as a cost saving tool for their clients during the first year of home ownership and longer if the buyer chooses to renew their warranty. Secondly, it can be used as a risk mitigating tool should a major system or appliance fail after the home closes. The buyer’s agent simply has to refer his or her client to the home warranty administrator. Thirdly, the most important value a home warranty provides for an agent is the opportunity to keep in touch with past clients. Most home warranty companies send a communication to the agent when an item has been repaired or replaced. This is the perfect opportunity to reach out, catch up with clients and ask for a referral.


Developing an Effective Home Warranty Pitch

Just as with anything in life, practice makes perfect. The first step an agent could take to formulate their presentation is to make a list of the benefits to a seller in their own words. From there, an agent should refine the message to a one-two minute statement that he or she feels comfortable presenting to a potential seller. For example: I think it is essential to have home warranty during the listing period. I always suggest one to my sellers as it makes your home more appealing to potential buyers! It offers you protection if a system or appliance fails and payment of the warranty occurs at closing. We can start the listing coverage immediately.

For buyer agents, take the time to educate your clients on the benefits and advantages of using a home warranty. Explain how the warranty fits with the home inspection – an inspection is simply one look at the home, whereas a home warranty provides coverage after closing. Here’s an example: Your new home is one of the most important investments you’ll make. A home inspection may uncover issues that need to be fixed, but you’ll never know what comes next. You don’t want anything to break, but if it does, a home warranty offers resources to help you fix any breakdowns and assists in keeping home systems and appliances running smoothly.

In the end, everyone wins with home warranty coverage. Remember to consider extra protection, such as combo or additional items. Even upgrade options may increase client satisfaction further. Incorporating a home warranty into a listing presentation or offering it as a risk management tool for your buyers is not only a best practice of top producing agents, but also offers assurance for future peace of mind.


Brought to you by HMS Home Warranty.  HMS is an industry leader with over 30 years of creating success for clients and providing peace of mind for customers.  To learn more click 

March Item of Value

Spring will soon be here! It’s time to reach out to your current/past clients with this list of helpful tips to take the edge off when cleaning day unavoidably arrives.


Flier Version If you have issues viewing the flyer, save it to your computer


ECard Graphic – Open and save to your computer. Click here for the training video on using a custom graphic in an Ecard.


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