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 settings
- Removing a trusted service providers
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.
While in the TRUSTED SERVICE PROVIDERS portion of the PEOPLE section you have the ability to modify the way service providers interact with your company. Selecting SETTINGS on the far right side of the blue bar that goes across your page will bring up your service providers settings.
In your Trusted Service Providers settings you have the ability to alter how your agents can implement the service providers feature. By default this feature is set up so that no agents can hide service providers you have added as an admin however this can be changed. If you want you can allow your agents to hide your service providers, make them only visible to your agents, or restrict your agents from creating service providers at all. All of these changes in the settings are exclusive to business plus accounts.
After making any changes to your Trusted Service Providers settings make sure to click SAVE at the bottom of the window for the changes to be reflected on your business+ account.
If you need to remove a trusted service provider you can do this in a few simple steps. Navigate to your Trusted Service Providers in your global people section. Select the industry and then click the overflow icon in the top right of the service provider's card. Then select "Remove" from the dropdown list.