ERA and dotloop have now teamed up to provide you a faster transaction experience. With these new integrations, ERA agents are able to quickly and efficiently create loops directly from LevERAge. If you utilize this integration, your forms will be pre-filled out with listing information, so all you'll need to do is get signatures!
Starting a Transaction from LevERAge
By activating the "loop-it" integration within LevERAge, you can begin a transaction or a "loop" directly from your listing. This loop will have all of the forms you need to complete the transaction already uploaded and filled out with the data held within LevERAge. No need to type in the listing information multiple times once you've activated the data feed!
Step 1
Log in to LevERAge.
Step 2
Click on the "Listing Marketing" tab and select "Listing Dashboard"
Step 3
Choose a listing and click "Market this Listing"
Step 4
Click the "Loop-It" button under the tools section
Step 5
This will start the seamless data feed process. Choose a profile that you would like the transaction stored
Step 6
Make sure to choose the correct template for your listing. This will ensure that the correct documents, people, and tasks are pulled into your transaction.
Step 7
If not currently logged in, you will need to log in to your dotloop account.
Step 8
You will now be brought into your newly created loop!
If you're having any issues with the wrong documents being pulled into your loop, you or your office may have the templates set-up incorrectly. If you're using a premium account, click here to learn more about templates. If your office has the Broker Dashboard, please, have your admin, click here to learn about properly customizing your templates for the whole office.
If you have any issues with this integration, please, reach out to michael@apination.com
Setting up your Single Sign On
You can now connect your dotloop and LevERAge accounts so you will automatically be logged into dotloop with the click of a button in LevERAge. No need to remember your login credentials or your password anymore!
Step 1
Login to LevERAge.
Step 2
There are two ways to log into your dotloop account from LevERAge. First, you can add the dotloop button to your Quick Links section on your main page for easy access anytime.
Step 3
If you don't have the dotloop button on your Quick Links, go to the Business Marketing Tab and click ERA Select Services to access the Single Sign On option.
Step 4
A-Z index will appear and scroll down to dotloop.
Step 5
Click View Dashboard button.
You will be asked to log into your dotloop account one time and this information will always be saved to your LevERAge account. Click here anytime you want to save some time when signing into dotloop by not having to type in your email address or password.
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 need additional technical support?
- Email michael@apination.com
Who do I contact if I have suggestions for improving the integration or want to give a testimonial?
- Email byrd@dotloop.com
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