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 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.
Adding Trusted Service Providers
In order to manage Trusted Service Providers for your entire office or team make sure that you’re in your admin profile.
Click on the People icon toward the top right
Click on the industry you would like to add a Trusted Service Provider to.
Click on Add your ___ Pro to enter their information.
Type in the full name and email address of the Trusted Service Provider you’re adding.
Managing Trusted Service Providers
Click on the overflow icon to the right of their name to remove the Trusted Service Provider.
Click on Settings to configure Trusted Service Providers for your office.
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.