Loop management within the dotloop Android mobile app is a powerful tool to allow you to manage your loops and customize them to view in a way that suits your own personal needs.
The mobile app dotloop allows you to sort the loops displayed to your liking. To do so click on the icon at the top right, as shown below.
On this screen we will see the ability to sort, as well as filter loops. To sort our loops tap on the dropdown by your current sort option.
We will now be taken to the next screen which will show us a list of options to sort our loops by. Select the appropriate option and then hit OK.
If we want to filter our loops we can do so under the Filters section. Here we will see our options for filtering. You will see sections such as Review Stage, Loop Status, or Tags. The Loop Status section is where you will want to focus if you are an agent, whereas the Review Stage and Tags are ways that brokers and admins can sort loops for compliance.
Under each category you will see the filters you currently have active. To change these, simply tap the drop down by the category and check to boxes for the filters you wish to see. When finished, tap APPLY.
We will now be taken back to our loops page, where we will see our loops have been re-ordered.
The last thing to make note of on this page is the plus sign icon at the bottom.
Clicking on this plus sign icon will allow us to create a new loop!