Integration with Big Purple Dot allows a seamless connection with dotloop. With a few simple clicks you can automatically create a loop right from your Big Purple Dot account via the Loop It button! The best part of this integration: Any activity that changes information in either program will update the other.
- Integrating your Big Purple Dot account to dotloop
- Creating a loop from your Big Purple Dot account
- Pro tips/FAQ
Integrating dotloop with your Big Purple Dot account can be accomplished with just a few simple steps! To start, log into your account, where you will be taken to your DASHBOARD. Here, you will want to navigate to your account settings. This can be done one of two ways. You can click on the Update your profile link.
If you do not see that however, you can always navigate here by clicking on the SETTINGS button on the navigation bar.
On your settings page, scroll down until you see the INTEGRATIONS section. You will see where you can now integrate your dotloop account via the Connect button.
You will now be prompted to sign in to your dotloop account.
Once signed in, you will now be asked to authorize the integration. We can do this by clicking on the APPROVE button.
That's it! You have now successfully integrated your Big Purple Dot account with your dotloop account! If you ever wish to remove this integration, click on the Disconnect button in your account settings.
With the new Loop It button, and your account integrated with dotloop, you can now quickly create new loops, and access them from your Transactions section of your Big Purple Dot account. To begin, let's choose one of our leads. In this example, we will be clicking on our new lead named Test Contact.
Navigate to the Transactions tab.
We can now create our transaction by clicking on Add Transaction
We'll now fill out all of our transaction details, and save. You'll notice here that all your transaction options reflect the same options for creating a transaction in dotloop!
With our newly created transaction, let's click on the Loop It button to create our loop!
Select your dotloop profile from the dropdown menu and click Loop It!
Congratulations! you've now created your new loop! The loop will now be available on your dotloop account, which we can quickly open by clicking on the dotloop icon under the sale price.
With our loop created, we're now ready to begin working in dotloop!
Q: Where do I active the Integration with Big Purple Dot?
A: The activation button will be located in the settings section of your Big Purple Dot account, as shown above.
Q: What data syncs with Big Purple Dot?
A: The fields that will sync are Transaction Type, Loop Status, Property Address, Purchase/Sale Price, Agent Commission, and your Client/Lead's name and email address.
Q: Does data sync both ways?
A: Yes! A change on either site will update to the other once the sync happens, but it is not in real time at the moment.
Q: Are there additional fees involved?
A: No, there are no additional fees outside of the individual costs of each platform.
Q: If I don’t use Big Purple Dot today, who should I contact to learn more?
A: You can always contact Big Purple Dot here for more information!.
For more information, feel free to download the PDF resources below!