Now that you have your dotloop account, we'll discuss the best ways to leverage dotloop's powerful features.
- Viewing your loops
- Trusted service providers
- Navigating your dotloop account
- Change details and settings within your account
After activating your dotloop account, you will be able to access all documents that have been shared with you - at any time. Not only can you use your dotloop account to store your files, you also have a wide range of tools and features at your disposal.
Upon logging in, you will see all the transactions, or loops, you are involved in.
Clicking on a loop will take you into that loop, where all documents, people, and tasks associated with the transaction are listed. On this page you can view all documents that have been shared with you, send messages to any party involved in the transaction, or review tasks that your agent needs you to complete.
On this page, you may also see LOCAL SERVICE PROVIDERS. These are individuals entrusted by your agent, or your agent's company, who commonly work to provide services in a wide range of fields - such as moving, mortgage, and insurance. If you wish to collaborate with them on your transaction, just click on the corresponding picture of the service you are inquiring about. This will allow you to send a message to their email address notifying them.
You can view any document in a loop by clicking on the document's title. The document will immediately open and you can review it at your own pace. Once you've finished, simply click the left pointing back arrow located at the top left of the document.
Return to your dotloop account's homepage by clicking BACK TO MY LOOPS in the top left corner. This page is called your LOOPS page, and on this page you can see every transaction you've been involved in on dotloop.
If you wish to change the settings on your account or sign out, you will want to hover over the furthest right icon on the top right of your page, this is the Profile icon. Doing this will display a drop-down menu. At the bottom of this menu you can choose to either sign out, or navigate to your MY ACCOUNT page.
Once on the MY ACCOUNT page you will see your ACCOUNT SETTINGS. Within the settings page you will see you can change the personal information on your account such as your name, password, and/or the email address associated with your account. If you do make any changes, be sure to click the SAVE button located at the bottom right of this page.