Adding People to Your Loop

Once you've added documents, now it's time to add people to your loop. Adding a person to a loop does not give them access to anything in the loop, it simply allows you to have them in the loop for when you're ready to share documents to them or introduce them to someone else in the loop.
 

Some of the first people you might add to a loop include clients and team members. If your account is provided by your company, you may automatically have an admin added to each loop.
 

Scroll down the the People section of the loop and follow these steps.

 

Step 1: Click the Add Person button

While in your loop, click on the Add Person button at the bottom of the page in the section labeled People.

 

Step 2: Fill out the Add person window

Fill in all the information you can, including the name (as it needs to appear on the signature line), email address, and the role. You also have the option to send an intro email, which will let them know that you have added them to a loop.


 

 

Here is an example of what that intro email looks like.
 

 

Step 3: Select a Role to add additional details

When you select a role, you will be presented with more information to fill out for that specific role. This information will help autofill documents where available.
 

 

Step 4: Press the Add Person button

When finished, click the Add Person button at the bottom at the bottom of the window. Repeat these steps for as many people as you need to add to the transaction.

Note: If your admin is already in your people section you can change their role to Listing Broker or Buying Broker to assist with their information autofilling into documents. 


Note: You can only use one email address per person within a loop.

 

Optional Step: Add person to your loop team

In some situations, you may have a person who will be working on the transaction with you and will need full access to the loop. In this situation, you can add the person to your loop team. Once this is done, they will receive a notification to accept the invitation in the loop.

Note: when adding someone to your loop team you must understand that they will have full access to everything in the loop, and that once the invitation is accepted you will no longer be able to share anything to this person (because they already have access), but most importantly, this cannot be undone.

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