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Additional DotLoop resources
Best Practices & Maintenance dotloop Best Practices Linking to a MLS Listing as a Listing Agent Using dotloop as a Dual Agent or Agent with Multiple Roles See all 10 articles > My Account Add an Association Subscription Management Two-Factor ...
Sharing a Loop
Remember, documents are always private until shared. After selecting documents to share, you will decide how recipients interact with those documents by selecting a Share Permission. Documents can be shared individually or in groups. To share ...
Set Up a Flat PDF in a Loop
The dotloop Document Editor in a loop is where interactive documents are prepared for sharing and signing for a particular transaction. It is also where flat PDFs/non-interactive documents can be made into interactive documents within a loop. There ...
Working with Interactive Documents
The dotloop Document Editor in a loop is where interactive documents are prepared for sharing and signing for a particular transaction. There are many features offered in the loop document editor including autofill and signature/initial assignments ...
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 ...
Adding Documents to a Loop
One of the first things you'll need to do after creating a loop is add documents. You will have the option to add documents from your templates, computer, or by email. Once you add a document to your loop it cannot be deleted, only archived. Step 1: ...
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 ...
Entering Account Info and Adjusting Your Settings
Step 1: Click My Account in the profile selector menu To access the My Account section of your account, click on the profile selector menu at the top of the page. In the dropdown menu, click the My Account link. Step 2: Add account photo Under ...