As an agent joining a team, you have the option to add the team to any profile on your account. You will be allowed to either add the team to an existing profile, or create a new profile that is only connected to the team. If you choose to add the team to an existing profile that is already connected to another office, both will be attached to the profile. You will have access to the templates and features of both the team and the office, and when submitting to review you can submit to either the team or office admin.
Joining your Team in dotloop is easy. You will have received an email from your Team admin alerting you that you have been added to the team.
Upon clicking the Get Started button, you will be prompted to log into dotloop. If you are already logged in you will be taken straight into dotloop.
You will immediately be prompted to choose the profile you wish your teams account to be attached to.
Select the proper profile, and confirm your selection by clicking SET TEAM PROFILE. As stated before, you can add the team to an existing profile, linking both the team and the office to that profile, or create a new profile. If you have questions about which profile to attach your team to it is important to verify with your team admin before you choose your profile at this prompt.
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