Integration between dotloop and BackAgent allows you to maximize your workflow and save time by creating loops with just a few clicks from your BackAgent account! For an instructional video on how to activate and use the integration, click here.
To connect your integration between the two platforms, you will want to log in to your BackAgent account and navigate to your Transactions.
Next, click on your Active Transactions.
Click on one of your transactions.
This will take you to the Transaction Summary.
On the side of the page you will now see where you can set up the integration by clicking on the Dotloop link.
We'll now Authorize BackAgent.
The next screen will prompt you to sign in to you account.
For the final step, we'll just need to APPROVE the integration.
You'll now be taken back to your BackAgent account and see the dotloop logo on the right side of the page.
That's it! You're connected, and can now utilize the Loop It button to create new loops from your BackAgent transactions!