The View Details page for each loop manages all of your important loop details. This page is where you can view and make changes to your loop name, add and modify all the loop information, as well as manage the people within your loop. This section is where documents pull information to use for autofill.
After opening a loop, below the loop name, click on the View Details link.
Click on the +Upload A Photo link located in the blue bar near the top of the page. Select an image from your computer to upload as the image for your loop. Once you select an image, it will appear at the top of the loop, as well as on your My Loops page, provided you have the Grid View selected.
If you have not yet done so, this is a good time to select the Transaction Type and Loop Status. You can read more on these options here.
If you wish to change your loop name you have two options. You can either use the address of the loop (provided one is filled out below) or use your own custom name by selecting the appropriate radio button.
Alternatively, clicking on the loop name above will allow you to edit the custom loop name as well.
Clicking on the Add Person link will allow you to add a new person to the loop. You can also click on the Edit link below anyone already in the loop to modify their information.
Fill out the Property Address section. This information allows you to autofill documents that are set up to do so.
You may also search for a listing by address or MLS number. This will allow you to select any option available from MLS feeds, existing active listing loops, or via Google Maps.
RETS Feed: If the property is available in your MLS through dotloop you can link to all of its property details with one click.
Existing dotloop listing: If you are trying to make an offer on a property that has already been listed in dotloop, click on the listing to automatically link the property address details. The loops available to link to will be listing loops that a Listing Agent has set as an Active Listing.
Google address search: Selecting an address from the Google address search suggestions will fill out that address within your View Details section.
Once an option has been selected you will be asked to confirm that this is the proper listing. You may also be asked to enter your MLS credentials to continue.
Note: ensure that you are confirming the correct property as once this is confirmed it cannot be unlinked.
Below the Property Address is the remaining sections for your listing's details. Navigate down the page and fill out as much information as you can.
Once you are finished, click Save at the very top or bottom of the page.
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