The Commissions Inc and dotloop integration is an individual agent level integration. With this integration agents will be able to quickly send contact info and create loops right from your Commissions Inc account!
When you are within your Commissions Inc account, navigate to your Profile and Settings page by clicking on your name in the top right corner of the platform and choosing the Profile and Settings option. Next, click on the integrations tab on the left of the Profile and Settings page to go to the integrations page. Scroll toward the bottom of the integrations page and you will see the dotloop integrations section.
You will now be prompted to log in to your dotloop account.
Once logged in, you will be taken to the authorization page. To authorize the integration, click APPROVE.
Select the dotloop profile you want to use for the integration by clicking on the name. Here, you are choosing one of the profiles from your dotloop account.
Once you select the profile the integration setup will be complete!
After you have set up the integration, you can now send a lead over to dotloop. To do this, navigate to your Leads section of your account and click on the name of one of your leads.
Scroll down to the bottom of the Info section of the lead and click on the section labeled Dotloop.
There will be a Contact Info section and a Transaction Info section with a Send to Dotloop button and a New Transaction button.
First, you must click the Send to Dotloop button to send the contact info over to your dotloop. Once you do this, you will see the contact info that was sent to dotloop appear in this section. Then, you can click the New Transaction button to create the transaction in dotloop.
After you send the contact info and create the transaction, the section will show all the basic information that dotloop has in it's system. Any changes to this basic information made in dotloop will update nightly in your CINC platform. You also have the option of manually updating the contact info by clicking the sync button below the contact info, or updating the transaction info by clicking the sync status button in the transaction info section.
Lastly, if you want to view all of your transactions that have been synced to dotloop, click on the Launchpad icon on the left. After clicked, scroll down the page and you will see your transactions listed at the bottom.
- This integration allows you to sync a contact into dotloop, as well as create a new loop.
- Loops created from CINC will be named the name of your contact in CINC.
- Changes to the loop will sync back to your contact in CINC. This happens automatically every night, but can be done manually as well.
- When loops are created from CINC we will import the contact as a loop participant, including their name, email address, phone number, and role.