Creating Your First Loop

A loop is an online workspace that allows you to interact with your clients, as well as other agents within dotloop. We suggest creating only one loop per transaction and address.

 

Step 1: Return to your Loops page

 

If you have just completed the previous lesson, click on the loops icon at the top of the page to return to your loops page. Otherwise, simply sign in to your account.

 

Step 2: Click the Add Loop button

At the top right of the page, click on the +Add Loop button to start creating a loop.

 

Step 3: Enter your loop name

 

Fill out your desired loop name. This can be whatever you desire, but we suggest using the property address you are working with. At this step, you can also search for a listing to link to. Start typing the address or MLS number of the property you are working with, and if available, you will see suggestions based on these three resources:

RETS Feed: If the property is available in your MLS through dotloop you can link to all of its property details with one click.

Existing dotloop listing: If you are trying to make an offer on a property that has already been listed in dotloop, click on the listing to automatically link the property address details. The loops available to link to will be listing loops that a Listing Agent has set as an Active Listing. 

Google address search: Selecting an address from the Google address search suggestions will fill out that address within your View Details section.

Once an option has been selected you will be asked to confirm that this is the proper listing. You may also be asked to enter your MLS credentials to continue.

 Click the Continue button when done.

Note: choose a loop name that will easily identify the loop. Keep in mind that although you can change the loop name for yourself, any person you share documents with will see the original loop name chosen at this step. If linking to a listing, ensure that you are confirming the correct property as once this is confirmed it cannot be unlinked.

 

Step 4: Select a loop template

 

If your Company or Team requires a loop template, select one from the dropdown menu and then click the Continue button. Loop templates will preload your loop with any required documents or tasks for the transaction type. If you do not have provided loops templates, skip to the next step.

 

Step 5: Select a loop photo

At this step, you have the option to choose a photograph for your loop. Click Upload a photo to choose an image file from your computer. After selecting your file, click Open to begin the upload. Click Done after uploading the image, or if you do not want to add a photo.

Note: this photo will be only displayed as a loop identifier for only you and anyone who may be on your loop team.

 

Step 6: Finish loop creation

 

The final step of the loop creation process allows you to view the loop as it will appear on your Loops page. At this step, you can select and fill out a few preliminary items. You can set the loop Type, Status, as well as any further information (depending on the transaction type chosen).

When you’re finished, click the View Loop button.

Quick Loop creation Guide

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