Creating a loop within the dotloop iOS mobile app is quick and easy! Let's first get started and open up your app. You will start off on your loops page, where you will see any loops that you may have on your profile.
To create your loop, start by tapping on the plus symbol displayed on the loops page, as shown below.
We will now be prompted to name the loop. It is a good idea to name your loop something easily identifiable, such as a property address, or your clients name and property address. Once you have named the loop tap on the DONE button at the top right.
We will next be prompted to add documents to the loop. There are many ways to add documents to a loop, which will be discussed in further detail HERE, but for now let's choose to add From Template.
Here at the templates screen you will see a list of folders. These folders contain your document sets, and are usually organized into subsets if you are attached to a brokerage. For this example I am clicking on the LISTING DOCUMENTS folder. Tapping on the folder reveals the documents within that folder. You have the option to either individually select specific documents (by tapping on the square check boxes to the left of the documents title), or to select all documents within a folder by check marking the box to the left of the folder. Once you have selected your documents, tap the ADD button at the top right.
We will now be taken back to the loop, where you can see the documents you have just added. Let's next move on to adding people to your loop.
At this stage we want to add the people to the loop that we will be working with. Adding people to your loop allows you to autofill information into any interactive templates you may have in your loop, as well as share documents to anyone added. Let's start by tapping on the blue plus sign icon to the right of the word PEOPLE.
The next screen we will be prompted with will ask us to fill out some information about the person we are adding. Ensure to type the full name of the person as it should appear on the documents, add an email, and select an appropriate role. You can choose to send a welcome email or add to team. The welcome email will let the person know that you have added them to the loop. Adding someone to the team is not advised, unless this is someone you are working with on this loop who needs permanent access to view your loop and edit anything within the loop, which is only used in cases where you and another agent are both working together with your clients. note: never add a client or an agent on the other side of the transaction to your team. Once you are finished tap DONE at the top right.
You will want to repeat this step for everyone you need to add into the loop. Once added, let's move on to the next step: Autofilling your documents.
At this stage we should have all of our documents added to our loop. If you have missed some, you can add more by tapping on the blue plus sign icon to the right of the folder and repeat the steps above. Also, all of our people should be in the loop at this stage, with the appropriate name, email address, and role.
Let's begin working on our documents to prepare them for sharing. To do so, tap on the name of the first document you wish to work on. If the document has detected fields that can be autofilled you can choose the Show me option.
This will take you to the Autofill page. At this page, you can scroll left and right through each available area to fill out the autofill data. Fill out as much of the information as you can and then let's add our loop participants. In this example we will be assigning our buyer. To do this, tap on the Select Assignee option.
We will now select our buyer.
Once complete, tap on the AUTOFILL option at the top.
Upon successfully completing autofill, dotloop will alert you at the bottom of the page that fields have been autofilled. View the document and ensure it is complete. If any further fields need completed, please do so now. Once complete, tap Save.
Now that we have a fully completed document, we can move on to the final stage, sharing!
Now that we are ready to share our documents we can do so a few ways. Single documents can be shared one at a time, or we can share every document within a folder, or by choosing specific documents to share as a group. We will go over all options before sharing.
To share a single document, you will first open the document. At the bottom of the screen you will see the Share button. Tapping this will open the share window to share out this single document.
Alternatively, if you wish to share all the documents within a folder in your loop, 1. tap on the down arrow to the right of the folder, and then 2. select the SHARE ALL option that appears at the bottom of the page.
Last, you can check the boxes next to each document you wish to share, then tap the SHARE option at the bottom.
Utilizing any of these methods of sharing will bring us to the share window. Here, we can choose who to share the document (or documents) with. If you have set up your documents properly, dotloop will automatically check mark each person with assigned fields, and give them the Can Sign permission. This permission allows the selected person to sign or complete any field assigned to them. If you need to change their permission, tap on the current permission, but for now lets keep the can sign permission.
Lastly, before sharing, you can type a custom message to the recipient(s) at the bottom of this screen. Also, you can tap Show more options if you would like to include a PDF attachment to the email. Once we're all done, tap the Done button at the top right.
Once successfully shared, dotloop will prompt you with the message 'THIS DOCUMENT HAS BEEN SHARED'.
That's it! We're now done, and your recipient will receive an email guiding them through the signing process. Once signed you will receive a notification letting you know they have successfully signed any documents shared with them.