There are two scenarios in which you might begin setting up your account. Choose the option below that best fits your situation to learn how to setup your dotloop account:
- My company is providing me with dotloop or I received a Brokerage or Team invitation email
- I’m signing up for my own account as an individual agent
My company is providing me with dotloop or I received a Brokerage or Team invitation email
You will now be presented with the sign up window where you will fill out the following fields:
- Email address - Make sure you create your dotloop account with the same email address that your agent is using to send documents to.
- Password - You password must contain 10 characters, lower case letters, uppercase letters, and numbers.
Step 4: Keep your account safe
You will be presented with two options to secure your account by enrolling a One Time Password Authenticator app or by entering your phone number to receive Text Messages or Voice Calls containing a confirmation code.
The most secure option is to scan the QR code using your preferred authenticator app. Then you will need to enter the one-time code and click Continue.
Learn more about the authenticator apps that are available if you don’t already use one.
If you prefer to use your phone number instead of an authenticator app you can click ‘Try another method’. Here you can enter your phone number to receive an enrollment code. Using your phone number allows you to receive the code via text message or phone call.
NOTE: If you are using a non-US phone number you can click on the arrow to the right of the Uniter States to select your country code.
Here's an example of the enrollment code you will receive via text message.
Step 5: Verify your identity
Now you have created our dotloop account! The next thing to do is go to open your email inbox and there will be an email that says Verify your identity.
Note: if you are having trouble finding this email, check your junk or spam folder within your email.
Step 6: Click the verification button in the email
Open the email and click on the Verify email button.
Step 7: Your account is now verified
Your account will now be verified. The web browser will automatically direct you to your account and any loops shared with you will be waiting!
If you do have an account, you will be prompted to sign in, and then asked if you would like to set this new office profile as your login default profile. Click Set as Default to do so, or click Cancel to maintain your existing settings. Once you have completed this step as an existing user, you are finished.
I’m signing up for my own account as an individual agent
Creating your own dotloop account is a simple and easy process that takes no time at all. By having your own account, you will have the benefits of always having access to any document shared with you, as well as being able to go in to your account directly to sign any document that has been shared to you.
Note: a great benefit of creating your own account is that if you are having trouble finding an email in regards to viewing or signing a document, you can go into your account to find the loop and sign any documents that are waiting on you!
Step 1: Open dotloop in your web browser
Open your web browser and in the address bar type in www.dotloop.com
Step 2: Click the Sign Up Free button
You will be directed to the dotloop homepage, where you will click on the Sign Up Free button (be sure sure to navigate to the homepage and scroll through to see all the great features dotloop offers!).
Step 3: Fill out the sign up form
You will now be presented with the sign up window where you will fill out the following fields:
- Email address - Make sure you create your dotloop account with the same email address that your agent is using to send documents to.
- Password - You password must contain 10 characters, lower case letters, uppercase letters, and numbers.
Step 4: Keep your account safe
You will be presented with two options to secure your account by enrolling a One Time Password Authenticator app or by entering your phone number to receive Text Messages or Voice Calls containing a confirmation code.
The most secure option is to scan the QR code using your preferred authenticator app. Then you will need to enter the one-time code and click Continue.
Learn more about the authenticator apps that are available if you don’t already use one.
If you prefer to use your phone number instead of an authenticator app you can click ‘Try another method’. Here you can enter your phone number to receive an enrollment code. Using your phone number allows you to receive the code via text message or phone call.
NOTE: If you are using a non-US phone number you can click on the arrow to the right of the Uniter States to select your country code.
Here's an example of the enrollment code you will receive via text message.
Step 5: Verify your identity
Now you have created our dotloop account! The next thing to do is go to open your email inbox and there will be an email that says Verify your identity.
Note: if you are having trouble finding this email, check your junk or spam folder within your email.
Step 6: Click the verification button in the email
Open the email and click on the Verify email button.
Step 7: Your account is now verified
Your account will now be verified. The web browser will automatically direct you to your account and any loops shared with you will be waiting!
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Note: after signing in to dotloop, you may see a pop up notification asking you to verify your email - even after you have already done so. Click the X to exit the window and try refreshing the page.