Business+ allows you to set up your dashboard to customize unlimited workflows and templates, preparing the admins in your office for every type of transaction.
Similar to steps taken in Business Training, much of the Business+ customization is located within the TEMPLATES section. Just as we discussed WORKFLOWS in Business training, you'll want to customize your workflows as needed. Business+ users have unlimited workflows!
We'll move onto LOOP TEMPLATES, an exclusive feature to Business+ LOOP TEMPLATES coincide with your WORKFLOWS, allowing you to streamline your agents processes.
To create your LOOP TEMPLATES, begin by naming your new loop template and choosing the transaction type. For example, choosing the LISTING FOR SALE type will give all loops created with the template the standard details page, complete with Seller, Buyer, Listing Agent, and Buying Agent roles, along with Property address fields, Mortgage fields, etc. Choosing LEASE will slim down the details page and includes roles such as Landlord and Tenant. Choosing OTHER will leave your loop in the most basic setting, with minimal details and roles available for selection.
By default , loop templates are disabled when they are created. This gives admins the chance to fill them out until satisfied, and then enable them when ready. Loop templates can be renamed, deleted, disabled, and enabled by any Business+ admin.
Add folders and documents to the loop template by clicking ADD FOLDER and naming your new folder.
Clicking ADD DOCUMENT will pull up your templates, allowing you to add documents to your folder, the same as you would in your loop.
Clicking SET WORKFLOW will allow you to choose which workflow this folder defaults to when the agent submits it for review.
If you need to add people to your loop template, simply click ADD PEOPLE, you will be prompted to enter their full name, email address, and to select their role. These people must be dotloop Premium members, and will appear in each loop created with this template.
The ability to set default roles in your loop templates is very powerful. You can add new roles as needed, and you can make fields pertaining to that role required when the agent submits for review.
Loop fields allow you to get more involved when customizing your loop template. The VIEW DETAILS page can be manipulated from this portion of loop templates. You can add sections to the VIEW DETAILS page simply by clicking ADD SECTION, as needed. You can add fields to each section by first clicking on the section title, and then clicking the ADD FIELD option. Similar to ROLES, you can make these fields required when submitting for review. Perhaps the most useful part of the Loop Fields section is when using it in conjunction with documents - mapping your newly added fields to your documents!
This can be found here: How To Create Interactive Documents
After you have completed setting up your loop template, click the SAVE button. If you want your agents to have access to this loop template, you will need to enable it (scroll to the top, click enable on the pink banner).
Finally, your agents use this by clicking the title of the loop template when they are creating their loop initially, provide the name for the loop (as usual), and click the CREATE LOOP button on the bottom right of the window. Their loop is now customized to provide them with every thing they will need for managing their transaction and they can begin making deals faster than ever before!