dotloop has a built-in section within your account where you can keep a rolodex of service providers you work with on a regular basis. Adding your Trusted Service Providers means connecting your home buyers and sellers with the service providers you trust and recommend. It’s like the list of service providers you already provide to clients without the paper and hassle.
- How do trusted service providers work
- Adding your trusted service providers
- Your service providers' loop and connections
Trusted Service Providers are people in your industry who can provide services to your clients, such as lender or moving services for real estate. When you connect with a Trusted Service Provider, they appear in all of your loops. To request more information for the corresponding service simply click on the square icon with the service offered, such as Mortgage, Home Inspection, Home Warranty, etc.
Before you click on the service provider, only you will see the Trusted Service Providers in your loop. Clicking on the icon will open a box, giving you the option to put them into your loop with your clients, and you'll actually see the connected Trusted Service Provider added to the People section of your loop. The service provider will receive an email stating you want to connect with them, and that's it! Once they are added to the loop, you can begin sharing documents between you, your clients, and the Trusted Service Provider.
Navigate to the People Section of your account. You will see a list of square icons to the right showing each type of service offered. Clicking on each icon will allow you to set up the corresponding service type. From here you will immediately be placed in the TRUSTED SERVICE PROVIDERS portion of your People Section.
Choose the proper industry for your new Trusted Service Provider and simply click their respective service type icon.
You will be prompted to enter their information.
Click Add Your provider (in the instance Utility Provider) and fill in their Full Name and Email Address, then click ADD PROVIDERS.
Once added, you will return to the previous screen where you will choose DONE.
Within the People Section of your account, when viewing your Trusted Service Providers, you can view how many loops they've been included in and how many connections have been made in the past 30 days by clicking on the Service Provider type.