25 May VR ~ DotLoop Training ~ Manchester VR ~ DotLoop Training ~ Manchester Thursday, May 25, 2017 (9:00 AM to 11:15 AM) 1 CE Hours Equinox Village, Manchester Center, Vermont Details You're Registered! DescriptionLocationInstructorsCancellation Policy Dotloop Agent Training offers agents and brokers education focused on managing real estate transactions online while providing an amazing client experience that goes beyond just editing and esigning documents. Course objectives: How to edit and auto-populate interactive real estate documents and share them with clients, agents, lenders, title companies, and anyone else involved in the transaction. How to utilize esignatures as an alternative to printing, scanning, faxing, or meeting face to face Esignature legality, security, and the difference between a digital signature vs. an esignature How to add more value to your client's buying or selling experience by creating client move plans (task lists that help your client understand what else they should be considering/what else they should be doing during the buying/selling/moving process). How to create and manage a paperless real estate transaction, 100% Other topics include: Creating a loop Advanced document editor tools/auto-population Permission sharing levels Client experience Uploading and modifying documents PDF - save as template PDF - apply template PDF - adding and assigning multiple fields at once PDF - Assigning text fields/check boxes to users and still share with Can Sign permission Host in-person signing How to create template folders Upload.dotloop.com email address How to create a loop and add documents without ever logging into Dotloop Easy offer Co-op experience Tasks Creating tasks Sharing tasks Assigning due dates Mobile app: Skip the scanning, take pictures of documents right from your iphone and send them straight into a loop. This advanced feature automatically pictures to pdfs and sends them right into your Dotloop account. Equinox Village Equinox Village49 Maple StreetManchester Center, VT 05255 Map & Directions Sarah Bittlinger Sarah has been working with Dotloop customers for 3 years. She started out in customer support; training and providing technical support to agents and brokers. She was then moved up to support the entire customer support team as their leader and manager. Sarah has transferred to the Industry Development Manager role where she is now focused on engagement and satisfaction with existing Association and MLS partners. VR® will happily provide a full refund or transfer for cancellation or transfer requests received up to 12 days prior to a course offering. Because VR® reserved a seat in anticipation of your attendance; a fee in the amount of 15% of the original cost will be assessed for all cancellation or transfer requests received within 11 – 2 days of the course offering. No refund will be given to those who cancel within 2 days of the course offering. No shows, i.e. individuals who did not sign in or out, who arrived late or left early or who did not show up at all – for any reason – are ineligible for any refund or transfer.