note: all release notes subject to change due to new updates or feature rollbacks.
Now available for dotloop mobile: The New AutoFill!
We can now easily link our loop to a listing from the mobile document editor. This will allow users to quickly fill in any autofill information just by searching for, and linking to, a listing or property address. A loop can be linked to a property from one of three sources:
- MLS feed
- An existing listing within dotloop (provided the other agent has made the listing active)
- Google maps search
To utilize this new feature let's start by creating a new loop. Once created, let's add our clients to the loop by clicking on the + in the people section.
Once we have added the name, email address, and role of our client click done.
We can now start adding documents to our loop. To do so click on the + to the right of your documents folder.
Now, select to add the documents from Templates.
We will now select the appropriate folder containing the documents we would like to add to the loop. Once you have done so, check the box to the left of each doucument you wish to add and select add at the top right of the app.
After adding your documents you will be taken back to your loop, where you will see the documents you have added. Let's click on the contract we just added to open it up.
We will now be prompted with our New AutoFill option. Here we can add an address or MLS number to link to our loop.
Let's search for our property address. Here you will see there is an existing listing in dotloop for the property we are looking for. We can see on the right the associated MLS number, as well as which agent has listed the property. Below this option we can also note the addresses listed from Google.
Upon selecting the proper option, we will now be asked if we would like to link our loop to this listing. Remember: be sure this is the correct listing, this cannot be undone once you choose yes.
Now that we have selected yes we will be brought back to the previous screen where we can see we are now linked to a listing. Scroll through and ensure all information is correct for role assignment and property information. When you are ready to proceed click on autofill at the top right and we will be finished! Now we have our loop linked to a listing, and our loops details filled out!
