As an admin you have the ability to modify your dashboard profile. Here you can enter in important information that will help your agents autofill your company information, set up associations for your agents to quickly access forms, set up your email notifications, as well as change agent specific requirements for their loops. Remember after making any changes to scroll to the bottom of the page and save!
- Accessing the profile settings
- Company and profile details
- Adding associations
- Company details
- Invitation code
- Requiring addresses when submitting a loop for review
- Requiring loops to use a loop template
- Allow users to archive required documents
Accessing the profile settings
To access your settings page for your admin profile we will want to first navigate to the profile icon and select the MY ACCOUNT option.
Now we will want to select the PROFILES tab and then select our admin profile from the list.
The first option on the profile settings that we will see is the COMPANY DETAILS.
Here you have the ability to change the profile photo that will appear in loops. You can also make this profile your default login profile, as well as add the company phone number and fax number.
Next, you will see the PROFILE DETAILS. Here you can fill out your ID's and license numbers.
The BROKERAGE AND ASSOCIATIONS section will allow you to add an association for your brokerage to access. Connecting to an association will provide a quick and easy way for your agents to access forms provided by your association. Connecting to an association will require the admin connecting to be a member of the association. Once connected, the association folder will appear in the templates section for all of your agents, allowing them to click on the folder. Once clicked, they will need to confirm their access to the association, which will typically require a NRDS verification or invitation code provided to them by the association, and then they will have access to the forms!
Clicking ADD ASSOCIATION will prompt the association search window. Here you will search for your association, select it, then click ADD. This will then prompt any verification needed. Once verification is completed, the association will be added.
The COMPANY DETAILS section contains the information for your company. Filling this out will allow your agents to autofill the information into their documents.
Under this section we can change what events will trigger your dotloop notifcations or an email notification. What this means is whenever an action is completed that is listed here, dotloop will notify you via the notification flag on your loops pages, and for the Email section it will send you an email notifying you of this.
The invitation code is a code that is specific to your company. This code is used if your agent decides to add your company to an existing profile on their account. Once added, all loops from that point on will be available to your company.
Requiring address when submitting a loop for review
This option, when checked, requires that before being able to submit to review, your agents must fill out the property address. They can do so in their VIEW DETAILS section of their loop. If they have not, then a window will allow them to fill out the address before continuing to submit.
Requiring loops to use a loop template
If your company utilizes loop templates you can require that your agents must select a loop template when creating a new loop.
Allow users to archive required documents
By default, any document in your templates marked as REQUIRED will require an agent to perform an action on the document before being able to submit to review. Leaving this option un-checked will allow only an admin to archive any of these required documents within a loop, but checking the option will allow the agents to archive them.
Branding your business+ or Teams account allows you to change the color of the banner across the top of the page as well as the logo that appears in the top left. To make these changes navigate to your MY ACCOUNT page on your admin profile and select PROFILES on the left.
We can upload a logo for our company by clicking ADD LOGO on the left.
To change your color scheme simply click BACKGROUND COLOR and grid of available colors will be presented. Make your selection and the changes will be viewable immediately on your account as well as all other members of your business+ or Teams account.