Loop Templates allow Business+ users to control the people, documents, and task lists that are auto-added when loops are first created. These loop templates also allow you to dictate what information or which documents are required before an agent can submit for review. This saves your agents time during loop creation and saves the office staff valuable time during the review process. Click here to see how an agent uses a loop template.
Loop templates will be one of the last stops in your templates section. We recommend having your documents set up, task lists created, and workflows created before starting your loop templates.
- Creating your loop template
- Documents
- People
- Tasks
- Roles
- Loop fields
- Enabling and Managing your Loop Templates
Most loop templates are created based on the transaction type. You may need time to brainstorm on the amount and types of loop templates you will need.
Creating and managing loop templates is only available in your admin profile.
From the options on the left click on Loop Templates.
To add a new loop template click on +New Loop Template.
Type in the name of your loop template. Typically, loop templates are created for each transaction type. If your brokerage covers multiple states you may need to create a loop template for each state and each transaction type. You can rename your loop template later if you need to.
Select the transaction type for this loop template. This cannot be changed so choose wisely.
Note: When creating a loop template for a purpose other than real estate choose “Other”. This will allow you to completely customize the loop template.
Once you have named your loop template and selected the transaction type, click on Create Template.
Note: By default, your loop template will be disabled. This will give you time to create your loop template and enable it when you’re ready.
Pro Tip: Scroll to the bottom and click Save.
Once you have your loop template created you can start adding documents. You can add any document or placeholder you think your agent will need in as many folders as you would like.
Pro tip: If you plan on adding custom loop fields or roles that will map to your documents you may want to save documents for last.
In your new or existing loop template click on Add Folder.
Type in the name of your folder, hit Enter on your keyboard to save.
You can add as many folders as you need. This could mean that there will be a folder for each part of the transaction or you could just have a working folder and a closing folder.
Note: You can always rename your loop by clicking on the overflow icon on the right.
Click on Set Workflow. Setting the workflow for each folder allows you to choose which workflow the folder defaults to when the agent submits for review. This means one less click and one less decision for your agents to make throughout the transaction.
Click on Add Document to search through your templates for documents that you need to add to your loop template.
Pro Tip: You can go back and forth between your documents and loop templates. If you need to go back to your documents to create a placeholder or new document you can. Then you can go back to the loop template and add the document/placeholder there.
Click Copy to copy documents from your templates to add to your loop template.
If you would like to make any document(s) required to submit, click on the overflow icon to the right of the document and choose “Require to Submit”.
Anyone added to a loop template must be dotloop Premium members, and will appear in each loop created with this template. Anyone added to the loop template will appear in each loop created that utilizes the template, thus adding each loop to that person's account when an agent creates their loop with this template.
To add a person to the loop template click on Add People.
Type in the full name, email address, and select the role of the person.
Click on Add Person.
If you already have task templates created in the Tasks section then you can click on Load Template to add that task list to the loop template.
You can also create a task list from scratch by clicking on Add Task List.
Note: We recommend creating your task list in the Tasks section of templates and then loading that template into the loop template.
Click on Add role.
Type in the name of the Role you would like to add.
By default dotloop will have a name and email field for the role. You can click on Add Field to add additional fields for this role.
You can also click the overflow icon to the right of the field to make this information required to submit for review.
Note: Dotloop was designed with Real Estate in mind. Most roles that are involved in a real estate transaction will already be listed. Adding roles can be very helpful for companies that are using dotloop outside of real estate.
Note: Once you have added a new role you can go back to the documents section of templates and assign fields to this role.
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If you need to add a new section to the View Details page click on Add Section.
You can also click on an existing section and add a field there.
Type in the name of the new section.
In order to customize this section you will need to click on the name to see the options.
Click on Add Field.
Name the field based on the information you need filled into the field.
Select the field type from the drop down. You can choose a text field, date field, drop down or checkbox.
Once you have named your field and selected the field type click the Create Field button.
Note: If you chose dropdown then you need to add your dropdown values then click Save.
You can click on the overflow icon to the right of any field to make that information required to submit for review.
Any field or section that you have added to the loop template can be renamed or removed. You cannot remove anything that has been inherited from the loop template.
Click Save at the bottom of the page.
PRO TIP: If you would like for your documents to autofill with the information added to your custom fields you can now go back to the documents section of your global templates and map the documents to these fields.
MORE INFO HERE BEFORE STEPS (if needed)
When you’re ready for your agents to begin using the loop template click the Enable button. Once enabled the loop template will be available anytime an agent creates a loop.
Use the overflow icon to the right of the loop template to rename, disable, make global and hidden, or remove your loop template.
Make global and hidden - What this option does is makes a global loop template, meaning any new loop template you create that has the same transaction type will clone this loop template. This loop template however will not appear for your agents as an option, but if an agent creates their new loop without selecting any of your visible templates, and then selects the transaction type of the global and hidden loop template, the template will be implemented automatically into that agent's loop.
The last option for enabling loop templates is located in your MY ACCOUNT section. Navigating here in your admin profile, and scrolling to the bottom of the page, you will see an option you can enable in regards to loop templates: REQUIRE LOOPS TO USE A LOOP TEMPLATE.