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ERA Leverage Integration

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H. looper
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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.

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Step 2
Go to the Business Marketing Tab and ERA Select Services.

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Step 3
A-Z index will appear and scroll down to dotloop.

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Step 4
Click View Dashboard button.

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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.

 

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Loop It instructions

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.

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Step 2
Click on the "Listing Marketing" tab and select "Listing Dashboard"

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Step 3

Choose a listing and click "Market this Listing"

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Step 4
Click the "Loop-It" button under the tools section

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Step 5
This will start the seamless data feed process. Choose a profile that you would like the transaction stored

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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.

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Step 7
If not currently logged in, you will need to log in to your dotloop account.

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Step 8
You will now be brought into your newly created loop!

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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

 

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