Integrating Preclose GO! with your dotloop account allows real estate transaction coordinators to go from contract to closing with just a few clicks. Avoid double, even triple entry, Once you have an accepted offer, you can share a custom closing plan with your buyers or sellers. Everyone gets a step-by-step action plan to keep closings on track and has 24/7 access to progress. No more phone tag, constant status updates, or interrupted vacations.
- Import Documents, Contacts, Details and Dates
- Quickly send out communication using this information
- Allow your buyer or seller access to important information with Preclose GO’s branded client experience
- Integrating your dotloop account with Preclose GO!
- Create a new transaction in Preclose GO!
Log in to your Preclose GO! account and click your profile picture (or avatar) in the top right hand corner, then select My Profile.
Scroll to the last section labeled Dotloop.
Click on the “Connect” button to sign into your dotloop account.
Once signed in, APPROVE the integration.
Voila! If the integration was successful you'll see the dotloop icon with a green checkmark next to the word Connected, indicating your dotloop account is integrated on your profile page.
If you wish to deactivate the integration, simply click on “Disconnect”.
Go to Transactions and select the Import Loops link at the top right of the page, it is next to the New Transactions button. Then you can choose the property address for the closing you are trying to create from the list.
To import a loop, select one or multiple loops. You can also filter by:
Type of Loop:
Status of the loop
as well as a few other ways!
Note: Dotloop’s API limits the ability to search for property address. To find the right loop, you’ll need to use the filtering options available.
Once you have selected the proper loop, we'll automatically pull in all the important details to the Preclose and you’ll see a green success banner in the right hand side. Then, you’ll be able to review the information and apply your template as needed!
Q: Where do I activate the integration with Preclose?
A: Log into your Preclose GO! Account, click your profile picture on the top right-hand side, select My Profile, and scroll to the Dotloop section.
Q: How many dotloop accounts can be linked to a Preclose account at a time?
A: Only one account can be synced per user at a time.
Q: I am an Admin in Dotloop and I don’t see all my loops pulling in?
A: You will need to be directly added to the loop with a role in order for the loop to show in Preclose GO! Add yourself, or ask your agent to add you with a role as Transaction Coordinator to the loop.
Q: What data syncs with Preclose?
A: There are 30+ fields that are synced with Dotloop. You can also import documents, contacts, details and dates from Dotloop. And, you can push details and dates back to Dotloop. The ability to import custom fields from Dotloop to Preclose, as well as push documents and contacts back to Dotloop will be coming soon! The more information entered into dotloop, the more we can transfer to Preclose.
Q: Does the data automatically refresh if new documents are added to dotloop?
A: You can reconcile Dotloop at any time! And, if the systems are out of sync, you’ll see a window that tells you exactly what is out of sync to quickly correct it.
Q: Are there additional fees involved?
A: No, there are no additional fees outside of the individual costs of each platform. You must be on the Preclose GO! Pro or Broker plan to use the Dotloop integration.
Q: If I don't use Preclose today, who should I contact to learn more?
A: You can always visit preclose.com or email firstname.lastname@example.org for more information.