In order to have a successful setup and launch of dotloop we recommend completing tasks in a certain order. Our Success Managers have put together this list to help you avoid doing a task more than once and create an ideal agent experience.
1.) Submit any necessary documents (association/brokerage forms): Docspot
2.) Finish putting together your Document Templates: Customizing Document Packets
3.) Create Task Templates / Checklists: Creating Task Templates
4.) Create Loop Templates so that with just one click, your agents have all the documents and tasks that they need when creating a loop: Loop Templates
5.) Review the workflows to ensure that they will work for you: Customizing Workflows
6.) Add and remove agents (and admins!) as needed: People Management
7.) Share "dotloop Resources" email template with all agents as you add them - remember to edit the template if needed!
While all the resources above are how you can edit and create your own dashboard - would you rather have our dotloop PRO team do it all for you? Use this link to learn more about our dotloop PRO subscription service and how it can benefit both you and your agents!
Feel free to reach out to the VIP Support Team with any questions or for assistance at 888-dotloop, support@dotloop.com or via chat on support.dotloop.com.