Thursday, September 29, 2011

DotLoop Update

We had a few bumps in our initial training times for Dotloop. Thanks everyone for working through the first-session sound issues and the details of a new product.  There is a learning curve, but I think it is one we will move through quickly.  I am glad to see several practice transactions in place already, and even more exciting, are the actual contracts being written.  Here are a few suggestions as we move forward:
  • If you haven't created your account yet, do so.  Don't wait until you are under pressure to write your first contract with the new tool. is where you start.  Contact Lisa if you need help setting up your account. 
  • Write a mock transaction and send it to yourself.  
  • Watch the videos. Each component and most steps have a short video intro. Be sure to actually WATCH it.  
Early reviews from Brenna and Susie have been good.  Please post your insights and experiences on Yammer.  Let's impress our clients with an even higher level of service in making contracts easier to review, move and sign.