Tags can be added to either a loop or documents to create your own custom notifications. You could use a tag to send an agent a short notification on work needed for a document, or to simply create a way to have your own custom filtering option. Tags can only be added by admins.
Adding tags to loops allows you keep track of information right from the loops homepage and adds another filtering option.
You can only add, manage, and filter by tags in your admin profile. Make sure you see Business+ or Teams in the top left.
You can add tags from your loops homepage or or from within a loop. If you want to be able to look at all of your loops and add tags then you will want to be in Grid view or List view to be able to add a tag.
If you’re in Grid view then you click on “Edit Tags”. If you’re in List view then you will click on “+ Add Tags”.
From Compact view, when you click on the tags section of the loop it will open the loop. Hover over the space to the right of View Details, this is where you can add and manage tags from within the loop.
Now you can begin typing the tag you want to add to that loop. You can add as many as you want. As you start typing you see the option to choose an existing tag or create a new one.
Note: Agents will be notified when you add a tag to a loop or document
Examples of loop tags
- Name of admin working on that loop
- Lead source
- Dual agency
- Property aspect - lakefront, waterfront, city view
- Property type - land, condo, patio home, multi family, etc.
- First, second, third, or fourth quarter
- Month of closing
- Year of closing
If you need to edit a tag that’s been added to a loop then you click on edit tags. You can click on the “X” to remove a tag from a loop.
Once you have added tags to your loops you can now filter by those tags.
You can only add, manage, and filter by tags in your admin profile. Make sure you see Business+ or Teams in the top left.
Click on the filters button and scroll down to the bottom of the panel.
Here you will see all of the tags that have been added to loops. You can filter by any of these tags.
You can add a Tag to a saved custom filter by clicking on Save or you can just apply the filters to your homepage.
An admin can add tags to documents at any time but you may find that you're using tags the most during the compliance process.
You can only add, manage, and filter by tags in your admin profile. Make sure you see Business+ or Teams in the top left.
Click the name of the loop to open it and see the documents.
Hover over the name of the document you would like to add a tag to. You will see the option to ‘Add a Tag’ to the right of the document name.
Click on ‘Add a Tag’ and start typing your tag or choose a tag from the dropdown. Hit ‘Enter’ or ‘Return’ on your keyboard to save and add another tag.
Examples of document tags
- Tagging documents as being reviewed/approved by a certain individual
- Tagging documents that are incomplete/missing signatures
Note: Agents will be notified when you add a tag to a loop or document
Hover over the tag you would like to remove and click on the blue ‘X’ to the right of the tag.