BHGRE has partnered with dotloop as its preferred transaction management platform and has teamed up to provide you a faster transaction experience. With our many integrations, BHGRE agents are able to quickly and efficiently create transactions directly from Zap or Greenhouse. This will help eliminate errors and the pain of duplicate entry!
You can now access dotloop through Greenhouse at any time without needing to log in! After connecting your dotloop account, you will no longer be asked to type in your credentials when accessing dotloop from Greenhouse. This is just one more way we’re looking to make your life more efficient!
Step 1: Click Tools & Resources
Log in to the Greenhouse, click Tools & Resources, then on the dotloop panel.
Step 2: Access the information page
While logged into the Greenhouse, click Agent Tools then Approved Suppliers and click on the dotloop panel to access the information page (sent previously). We updated the top section to include a Login link and a Sign-Up link.
You can link your dotloop account with your ZAP account to give you an easy way to view all of your current transactions within ZAP at anytime.
Once your accounts are successfully linked, you can view your transactions or "loops" in two separate places. First, on the toolbar to the left, you can view them by clicking the "Quick Links" tab or the "Business" tab. Each link will take you directly to your transaction within dotloop.
The second place to view your loops is under the "Business" tab. Next, click "From dotloop" at the top and choose the loop you'd like to work in. You will then be taken directly to that transaction from ZAP.
By activating the "loop-it" integration within ZAP, you can begin a transaction or a "loop" directly from your contacts page. This loop will have all of the forms you need to complete the transaction already uploaded and filled out with the data held within ZAP. No need to type in the listing information multiple times once you've activated the data feed!
This will start the seamless data feed process. Follow the prompts to create your loop. When using the integration, you will be prompted to choose a loop template. Loop templates are set-up by your brokerage if they utilize the business dashboard and the template will include documents, people and tasks that will automatically be uploaded for every transaction, so you do not have to worry about leaving a required document or another team member out of the loop. If your brokerage has set-up loop templates within dotloop, those will show up here and you can pick whichever one fits your needs (i.e. listing template, buying template, leasing template, etc.) If you're an admin who would like to set-up loop templates to help save your agents a ton of time, click here. If you have any other questions, please email firstname.lastname@example.org.
For any support needs for the Zap integration, please email: email@example.com
Can I utilize this integration if I do not have a dotloop account?
- If you click on the dotloop SSO or the Loop-It Button and do not have a dotloop account, you can still utilize the integrations without paying for an upgraded account. We have a free version of dotloop that allows you to create up to 10 transactions in our system, so the integrations can easily be used by all! All you have to do to sign-up is provide a name, role, and email address.
- However, if you are a free user, you will not have your forms set-up in your account. You will either need to upload your own forms or type in your NRDS ID number under "My Account" in order to get access to your association's forms.
Who do I contact if I have suggestions for improving the integration or want to give a testimonial?
- Email firstname.lastname@example.org
Is there a link we can use in emails, our intranet, and other channels, to direct agents to the SSO?
- Yes, you can use this link: https://greenhouse.bhgre.com/bin/bhgre/sso?application=DOTLPBHG