On your dotloop account there is a plethora of ways to organize and sort your transactions. Utilizing all of the features dotloop has to offer is fundamental in staying on top of all of your transactions and deals. You have the ability to organize your loops according to what status the transaction is in, which we recommend for most agents. Using dotloop, you can easily organize your loops, choosing which loops you want to view and in what order you desire.
In addition to how you want to list and display your loops, you also have other resources, like the activity log and notification center. These features allow you to conveniently keep track of every notification and action that you might receive, such as getting a new message or getting a document signed.
On your dotloop account you have the ability to change which loops are displayed. Changing filters can allow you to choose the transactions that have a particular review stage, loop status, or tag(s) that may have been added by your admin. Using these features will help you better organize and manage all of your transactions. On your main loops page under the icons in the top right corner, there is a FILTER button, which when open allows you to select your filter settings.
In the filter drop down menu, you will notice three columns by which you can filter your loops: Review Stage, Loop Statuses, and Tags. If you are a member of a brokerage with a dashboard account and have submitted loops for compliance review, your admin will put the loop in a review stage correlating to the progress you have made in the transaction. If you wish to only view loops in particular review stages, click the checkbox next to the stage or choose SELECT ALL next to the workflow name to view all loops in that workflow. You may also choose to only views loops that have yet to be submitted, which can be done by selecting the checkbox to the left of NOT SUBMITTED.
The second filter column, Loop Statuses, can filter loops to only display loops in a particular status. For most agents we recommend only focusing on selecting filter options in this column, as you can change the statuses of your loops, but have less control over your review stages and tags.
The final column, Tags, are tags your admin has added on to particular loops based on different criteria to better help you and your brokerage organize and catalog your transactions. As an agent you are unable to add tags to your loops on your account and only your admin has the ability to do so.
After making any changes to your filters, always make sure to click the big FILTER button off the the right side for these changes to be reflected on your page. If you ever have any difficulty locating a particular loop, or just want to view every loop you have created, simply click CLEAR ALL next to the FILTER button on the right. Make sure to click the FILTER button for these loops to be displayed just like you would after making any changes to your filters.
Within a loop you have the ability to categorize your transaction based on the current status of your transaction. Under the name of the loop, you will see first the transaction type, then the loop status. Changing the transaction type will yield different options for loop statuses. This is a very important step as it will allow the loop to react properly. This step is important for autofilling, making listings active, and for keeping track of your dashboard stats. This is also important for filtering. The loop statuses here are what control what loops appear on your loops page, based on your filter settings.
To the right of the FILTER under your account icons, you will see ACTIVITY LOG. Clicking this will take you to the global activity log of your account. Similar to the activity log found within a loop, this displays all actions of not just one particular loop, but all loops across your account. No matter which profile a loop was created in, its activity will display in the global activity log.
By default, the activity log will only display all actions from the past seven days on your account. You can change which activity is displayed by clicking LAST 7 DAYS next to DATE RANGE in the top right corner. A dropdown will appear where you can choose to display the past 30 days or select a custom date range by choosing CUSTOM, and then select the thirty day period of time you wish to view.
To change the order in which your loops display, simply click DEFAULT to the right of SORT BY. A drop down menu will appear where you can change how loops are listed by information, such as closing date, last updated, and purchase price. Click the way you wish to sort your loops and the changes will be immediately reflected on your main loops page. Pro Tip: Selecting the same sort by option a second time will flip the order it displays those loops!
On your dotloop account by default, you will see your loops in Grid View, showing all of your loops in circles with the title of the loop in the middle. You can change the way your loops are displayed visually by clicking the blue icon with three white lines in the next to SORT BY.
Doing this will change your view type from Grid View to List View. In list view, you can see all of your loops listed along with what status they are in. Also, you have the ability to search for loops by clicking SEARCH on the bar that goes across the page above your loop names.
On your main loops page, you will also notice a flag that indicates any new notifications on your account. If you have no new notifications, this flag will be blue (or the color your company has set for your profile), but if you have unread notifications, this flag will be red. The notifications center is a great tool to view all recently signed or shared documents, as well as messages and changes.
You will see two options here when clicking on the notification flag. With the MARK ALL READ option, you can mark all notifications in this menu as read quickly. You can access the notification center with the second option, SEE ALL NOTIFICATIONS.
Here in the Notifications section you can view all notifications, mark them read, and choose a timeframe of which to view notifications.