Using templates while working within dotloop is fundamental in getting the most out of your account. If you are connected to a brokerage or association that has an agreement with dotloop, you can import all necessary documents for your particular transaction into the loop. You can also create your own folders in the Templates section to keep all your frequently used, transaction based documents in one folder, in any order you like.
Streamlining required documents is as simple as copying brokerage or association documents into a personal template folder. Following the necessary steps when working with templates will save you countless hours, allowing you to close more deals while maintaining compliance with your brokerage.
In addition to documents, you may also have access to Task Templates and Clauses provided by your company in this section.
When logged into your dotloop account, click the icon second furthest from the right to go to the templates section. After orienting yourself with the different Templates features below, be sure to check out the other articles in this section to learn more.
Find your personal folders
On the left side of the page, all of your templates folders are listed with two default folders, Personal and Inbox, listed at the top. These two folders cannot be moved or deleted. Anything added to your personal folder is visible on your account only and will not be deleted if you decide to leave a brokerage.
The inbox folder will house any PDF you have sent to your unique dotloop upload email address found under the Templates heading on the left side of the page.
Find folders shared by your brokerage or association
If you're already connected to your brokerage and/or association, the folders that have been shared with you will appear beneath your personal folders. Clicking the title of a folder on the left will then display all documents included in that folder.
- Locked templates must be copied into a personal folder in order to fully edit - learn more here.
- When association document forms are updated, you will need to copy the updated form into any corresponding personal folders to update the copy.
- If you do not see template folders provided by your brokerage, check within profiles under My Account for the correct brokerage attachment.
- Brokerage folders can only be duplicated
Use the search feature to find documents
If you want to search for a particular document, just click Search next to the magnifying glass on the left side of the blue bar that goes across the page.
If the title of the document is too long to be displayed, simply hover your cursor over the title of the document to show the full title.
If you have a profile managed by your company or team, you may have access to task lists provided by them in this section. These lists can be added to any loop to help keep you organized and on track. You may also create your own tasks lists to reuse in loops.
With the Clause Manager, you can save commonly used text for easy use later by preventing the need to retype the same thing over and over. Saved clauses work in interactive documents. Each time you begin to type a saved clause in an interactive text field, a dropdown will appear with a match for you to complete the text. If you are attached to a team or brokerage, admins may add clauses that they have shared with you to use.