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.
Log in to your Preclose account and go to the ACCOUNT ADMIN page. 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.
Select the Profile tab.
Below your profile photo, click on the button to Link Dotloop.
Paste the API key from your dotloop account into Preclose and click Verify. Then select the admin profile name you selected in dotloop.
Where do you find the API Key?
In your dotloop account, click on MY ACCOUNT >> PROFILES >> select the Admin Profile >> scroll to the bottom of the page. If you do not have an API key available, you'll need to reach out to your success manager for activation.
Voila! If the integration was successful you'll see a green indicator on your profile page.
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 select your address, 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.
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: Where do I find my dotloop API key?
A: In your dotloop account, click on My Account >> Profiles >> select the Admin profile >> scroll to the bottom of the page. If you do not have an API key available, you'll need to reach out to your success manager for activation.
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?