Great job on completing the first lesson! You should now be signed in to your dotloop account. Before we get to loop creation, it's important to enter your info and adjust account settings.
Follow these steps to learn more.
To access the My Account section of your account, click on the profile selector menu at the top of the page. In the dropdown menu, click the My Account link.
Under Personal information, you can add an account photo. To do so, click on the Add photo button and follow your browser’s prompts to select a photo to upload from your computer.
Within the Personal information section, you can fill out your information. Filling out as much of this information as possible will ensure getting the maximum potential out of dotloop. This information will be used to autofill on forms.
Continue scrolling down the page. The Premier Agent section allows you to link to your PA account to take advantage of the features this integration provides. See more information on PA here.
The final section allows you to enter your personal address information.
Once complete, click the Save button at the bottom of the page.
| < Previous Lesson | Next Lesson > |
|---|