BrokerSumo and dotloop have now integrated! With just a few easy steps you can sync your agent's loops to your BrokerSumo account.
With this integration, users who utilize both dotloop and BrokerSumo can now link both products together, allowing the ability to link all of your agent's loops to BrokerSumo with just the click of one button! You will be able to push data from all your agent's loops into your BrokerSumo account, and continue to pull the data from dotloop as each loop is updated.
What is synced:
- Close date
- Commission info
- Buyer and seller information
- MLS data
As a broker you will need to first enable the integration for your company. This can be easily done by navigating to your BrokerSumo settings page, then navigating to the Integrations section. Here you will click on the Edit Dotloop Setup button.
This will alert you that your sync has been activated. You will now click the check box that says Sync Dotloop Data, and then select a date to Sync Close Dates From. What this date does, is tells BrokerSumo how far back to sync your agent's loop from.
You notice here that all of your agent's names are listed with an Inactive status. This is the point where each agent will want to go to their own BrokerSumo profiles, click on Settings, then Integrations, and lastly click on the Authenticate Dotloop Integration button. No further action is required by the agents at this point.
Now you're all set up! You can always check the status of your agent's activation from the intergration page. Lastly, whenever you want to sync your agent's loops, click on the Sync Agent Loops button.
For more information on BrokerSumo and the integration click here