Integrating Preclose with your dotloop account allows real estate agents to go from contract to closing with just a few clicks. Once you've got an accepted offer, you can share a custom closing plan with buyers, sellers, lenders, and all your service providers. Everyone gets a step-by-step action plan to keep closings on track and has 24/7 access to the progress. No more phone tag, constant status updates, or interrupted vacations.
Integrating your dotloop account with Preclose
Log in to your Preclose account and click the gear icon next to your profile picture, then select Profile. note: Only Preclose users with access to the ACCOUNT ADMIN settings page can initiate the dotloop integration. This is only available for dotloop users with the Team product.
Below your profile photo, click on the button to Activate Dotloop.
You will now be prompted to sign into your dotloop account.
Once signed in, APPROVE the integration.
Voila! If the integration was successful you'll see the dotloop icon in blue on your profile page. If you wish to deactivate the integration, simply click on the same icon.
Then choose Unlink.
How to create a new preclose with dotloop
Go to Create Preclose and select the Sync from Dotloop link at the top of the page. Then you can choose the property address for the closing you are trying to create from the list.
Once you have selected the proper loop, you can review the details and then Sync.
After syncing, we'll automatically pull in all the important details to the Preclose dashboard. When it's complete you will see a blue Success message in the top right corner.
FAQ
Q: Where do I activate the integration with Preclose?
A: Log into your Preclose account and go to the Admin Account page and select the Profile tab.
Q: How many dotloop accounts can be linked to a Preclose account at a time?
A: Only users on dotloop for Teams plans can integrate with Preclose. Only one account can be synced at a time.
Q: What data syncs with Preclose?
A: Property address, financial information, documents, team, and key dates. 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: Currently, no, but that feature is coming very soon!
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 Preclose today, who should I contact to learn more?
A: You can always visit preclose.com or email hello@preclose.com for more information.
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