dotloop has a built-in section within your account where you can keep a rolodex of service providers you work with on a regular basis. Adding your Trusted Service Providers means connecting your home buyers and sellers with the service providers you trust and recommend. It’s like the list of service providers you already provide to clients without the paper and hassle.
With your business admin profile you can create brokerage level Trusted Service Providers that will appear in all of your agents loops. If any of your agents would also like to add service providers they commonly collaborate with they have the ability to do so as well.
- How do trusted service providers work
- Adding your trusted service providers
- Your service providers' loops and connections
Trusted Service Providers are people in your industry who can provide services to your clients, such as lender or moving services for real estate. When you connect with a Trusted Service Provider, they appear in all of your loops with convenient icons that display their provided service.
Before you click on an icon, only you will see the Trusted Service Providers in your loop. Clicking on the service icon and selecting a service provider will pull them into your loop with your clients, and you'll actually see the connected Trusted Service Provider added to the People section of your loop. The service provider will receive an email stating you want to connect with them, and that's it! Once they are added to the loop, you can begin sharing documents between you, your clients, and the Trusted Service Provider.
Navigate to the PEOPLE section of your account, the icon is a little head and shoulders in the middle of the six icons to the top right of any page in dotloop. From here you will immediately be placed in the TRUSTED SERVICE PROVIDERS portion of your PEOPLE section.
Choose the proper industry for your new Trusted Service Provider and simply click their ADD button. You will be prompted to enter their information.
Click ADD PROVIDER(this text will also display the type of provider selected) once you have completed filling out the necessary information.
Within the People Section of your account, when viewing your Trusted Service Providers, you can view how many loops they've been included in and how many connections have been made in the past 30 days.