View Details Page
Your View Details page manages all of your important loop details. This page is where you can view and make changes to your loop name, add and modify all the loop information, as well as manage the people within your loop. This section is where documents pull information to use for autofill.
Click the View Details link under the loop name within the loop to update the autofill information.
The first section of our view details allows us to manage our TRANSACTION TYPE and LOOP STATUS. The transaction type tells the loop what options to give for the rest of the details section, as well as what roles to present for your loop people. It is vital to select the proper choice here. The loop status is just a personal indication as to what stage of your transaction you are currently on. This is also what your loop filters look at to decide whether or not to hide your loop. It is a good habit to select these options immediately upon creating a loop.
Done! No need to save, this updates and saves as soon as you change.
In the LOOP NAME section we can choose how our loop's name displays. We can choose to use the property address (provided there is one in the section below), or type our own custom loop name.
Alternatively, clicking on the loop name above will allow you to edit the custom loop name as well! Hit Enter or Return on your keyboard once you finish typing the name.
You may click SAVE to be sure the update applies
The PEOPLE section allows you to add and edit people within a loop. You have the ability to ADD PERSON, change the role of a person, or EDIT a person's information.
To remove a person from the loop you will need to go back to the main section of the loop to the people section. Click the 3 vertical dots of the person you would like to edit and select REMOVE.
This information allows us to autofill it within documents that are set up to do so.
We also have the ability to search for a listing to link to. This is helpful if we are trying to link our loop to a listing agent's listing loop, or if our MLS provides the listing data!
Below the PROPERTY ADDRESS is the remaining sections for your listing's details This will allow all of this information to be auto filled into your documents.
Remember, once you are done filling out the details to SAVE!
Things to remember:
You can make changes to any field to update details of the loop at any time
If you update the view details page you will need to reapply the autofill to apply to documents that were previously filled.
To remove a person in the view details page, you will need to be in the people section of the loop.