Within the dotloop iOS app is the Messages section, which is a great way to keep in contact with your clients, share documents, or create group messages! The best part? This enables your clients to interact with you solely via text messaging! As an added benefit too, when interacting with clients via text messaging, we will generate a phone number for you (based on your area code!) so that you can keep your own personal phone number private. Clients can save this number generated by our system and interact with you directly from that phone number!
Android user? Click here for Messenger on the Android app.
From your loops homepage, tap on the Messenger icon at the bottom
Tap on the Get Started button.
To verify your phone number you will need to type it in
Tap on Next in the top right.
Double check that you typed your phone number in correctly and tap Confirm.
Dotloop will send you a verification code via text message. Type this code in to verify your phone number.
From your loops homepage, tap on the Messenger icon at the bottom.
To compose a new message, tap on the pencil icon in the top right corner.
You can use your contacts within dotloop or allow dotloop to have access to your contacts on your mobile device. Type in the name, phone number, or email address of the person you need to send a message to.
Type the message you want to send.
If you need to share a document with your message continue to steps 5-12.
To send a document via messenger, tap on the paperclip in the bottom left.
Search or scroll for the loop that you need to share the document from.
Note: If you have multiple profiles you can use the blue bar at the top to switch between profiles.
Tap Next in the top right corner.
Select the document(s) you need to share.
Tap Next in the top right corner.
Dotloop will require a first name, last name, email address, and role for the person you’re sharing to. If you’re missing any of this information you will need to complete it here.
Tap Next in the top right corner.
Tap on the given permission to update if necessary.
Sharing permissions
View Only - View only will allow the recipient to only view the document. They cannot sign this document, they cannot make any changes to it.
Can Sign - This is the permission you'll be using when you only need to obtain signatures/initials. Can sign will allow the recipient to view the document and also dotloop will walk them through their assigned signature/initial fields, making an intuitive experience for the recipient to sign and/or initial the document(s). Also, this permission will notify you and send the signed document back to you automatically after the recipient clicks the 'Complete Signing' prompt.
Can Fill & Sign - This permission is for documents you need filled out and signed, but you don't want the recipient to actually alter field sizes or add fields to a document. A Seller's Disclosure is a good example of a document that would be sent with this permission. We will walk the recipient down the document to each blank field and request their input, including initials/signature.
Can Edit In Private - Can edit in private should only be used with other professionals familiar with dotloop. When you pull a document out of templates, or upload a document into your loop, you automatically have Can edit in private permission. That is the highest permission for a document, meaning you can change whatever you want on it (everything tracked of course in dotloop), alter field size, delete or place additional fields, and fill out anything you want. Any changes made to a previously signed document by design will wipe out signatures ensuring no one is agreeing to term edits made after signatures were placed. This permission is ideal when sharing with co-op agents using dotloop.
Tap Share in the top right corner.
Now you will be able to see when the message has been delivered, viewed, and signed.
From your loops homepage, tap on the Messenger icon at the bottom.
To compose a new message, tap on the pencil icon in the top right corner.
You can use your contacts within dotloop or allow dotloop to have access to your contacts on your mobile device. Type in the names, phone numbers, or email addresses of the people you need to send a message to.
Type in the name of your group.
Tap Next in the top right corner.
Type the message you want to send. If you need to share a document with your message continue to steps 7-12.
To send a document via messenger, tap on the paperclip in the bottom left.
Search or scroll for the loop that you need to share the document from.
Note: If you have multiple profiles you can use the blue bar at the top to switch between profiles.
Tap Next in the top right corner.
Select the document(s) you need to share.
Tap Next in the top right corner.
Dotloop will require a first name, last name, email address, and role for the person you’re sharing to. If you’re missing any of this information you will need to complete it here.
Tap on the given permission to update if necessary.
Sharing permissions
View Only - View only will allow the recipient to only view the document. They cannot sign this document, they cannot make any changes to it.
Can Sign - This is the permission you'll be using when you only need to obtain signatures/initials. Can sign will allow the recipient to view the document and also dotloop will walk them through their assigned signature/initial fields, making an intuitive experience for the recipient to sign and/or initial the document(s). Also, this permission will notify you and send the signed document back to you automatically after the recipient clicks the 'Complete Signing' prompt.
Can Fill & Sign - This permission is for documents you need filled out and signed, but you don't want the recipient to actually alter field sizes or add fields to a document. A Seller's Disclosure is a good example of a document that would be sent with this permission. We will walk the recipient down the document to each blank field and request their input, including initials/signature.
Can Edit In Private - Can edit in private should only be used with other professionals familiar with dotloop. When you pull a document out of templates, or upload a document into your loop, you automatically have Can edit in private permission. That is the highest permission for a document, meaning you can change whatever you want on it (everything tracked of course in dotloop), alter field size, delete or place additional fields, and fill out anything you want. Any changes made to a previously signed document by design will wipe out signatures ensuring no one is agreeing to term edits made after signatures were placed. This permission is ideal when sharing with co-op agents using dotloop.
Tap Share in the top right corner.
Now you will be able to see when the message has been delivered, viewed, and signed.