Autofilling documents can help to quickly fill out any interactive document in dotloop. It's an easy way to save time filling out your documents. We've now improved upon this feature and introduce The New AutoFill!
For a mobile app tutorial click HERE
With The New AutoFill, dotloop saves you even more time by not only bringing your autofill information to the forefront, but allows you to search for property information via RETS feed, existing listings within dotloop, and even Google address search! If the property is listed within one of these three resources then once linked, dotloop will fill out all information available straight to your VIEW DETAILS section for use in your documents.
note: Once you select a listing to link your loop with, you cannot undo this selection. Please make sure you are selecting the proper listing before continuing. Also, if you would like to re-purpose a loop for another listing or address we suggest you archive the current loop and create a new loop.
Lets take a look at all the ways dotloop offers to utilize The New AutoFill.
Now, when we open a document in dotloop we will be prompted with our new autofill window. Here in this window we can search for a listing based on the property address, as well as modify any information that is currently listed.
If we are linking to an existing listing, suggestions for the property will appear. Once an option has been selected you will be asked to confirm that this is the proper listing. note: ensure that you are confirming the correct property as once this is confirmed it cannot be unlinked.
Once we have linked the property, all available information will be filled into the loops details automatically. Give one final look through the details to ensure we have all information needed, and click AUTOFILL at the bottom right.
When creating a loop we are first asked to name our loop. Start typing the address of the property you are working with and if available you will see suggestions based on these three resources:
RETS Feed - If this property is available in your MLS through dotloop you can link to all of its property details with one click.
Existing dotloop Listing - If you are trying to make an offer on a property that has already been listed in dotloop, click on the listing and property address details will be automatically linked. The loops available to link to will be listing loops that a Listing Agent has set as an Active Listing.
Google address search - Selecting an address from the Google address search suggestions will now fill out that address within your View Details section.
When we are naming our new loop, dotloop will suggest matching addresses based on these 3 feeds.
Lastly, we can always go to our View Details section to link a listing or modify the loop information. As with the other methods listed above we can search for a listing within the system. This will follow the same rules as outlined above. To access your View Details section we will want to first open our loop, then click on the VIEW DETAILS button below your loop name.
Once in the View Details section, navigate to the PROPERTY ADDRESS section and click to search for the listing to link to!
Q: What fields are synced when linking to a listing?
A: If it is a RETS feed listing from an MLS: Property Address (Street #, Street Name, Ste, City, State, Zip), Listing ID, Listing Agent MLS ID, Bedrooms, Baths, Listing Date, Legal Description, Parcel ID, Selling Price, Year Built, Association Fees, Property Type, Sq Ft, Remarks, Listing Agent Full Name, Listing Agent Email, Listing Office Name, Listing Office Phone, Pets Allowed, Tax ID/Parcel.
However, if you are linking to a dotloop listing, we will only pull the property address into the loop details, but will also add the listing agent into the loop, allowing you to quickly share offers!
Q: When a user links to a listing, will the user from that listing get notified?
A: No, the user from that listing will not be notified. We create a loop for the listing agent if one doesn't exist but we don't add the buying agent until a document is shared.
Q: Would the listing loops marked “private” be available as data source?
A: No, the listing loops that are marked as “private” will not be available as a data source so they will also not be searchable.
Q: Once the user chooses to link to a listing, the user cannot “undo” the linking. if the user makes a mistake and accidentally links to the wrong listing? How do they fix this?
A: In this release, the system does not allow users to “unlink” to a listing. If the user makes the mistake of linking to a wrong listing, we suggest the user to archive the loop and start a new loop. We recognize that this is not optimal for those who accidentally link to wrong listings so we make sure that user makes an explicit choice when they link to a listing. Users will be asked to confirm the linking.
Q: If the price changes on the MLS listing, but the user has already created a loop that links to a MLS listing, would the price get updated?
A: No, the price will NOT be updated. The pull of all MLS data to the loop is a one time pull. If there is an update on any information, our system will not update that.
Q: If the user creates and selects an address from the google maps on the search results, does it still fill in the address and have the pop-up to link the loops?
A: Yes, google maps address will fill in the address fields for the user. However, because it is a google maps address, not a MLS listing, no additional data will be carried over.