As an admin using the Android App you can review documents on the go. You can find more information about submitting for review on the Android app here.
Step 1: Open the dotloop App for Android
Tap on the dotloop app on your Android device to open the app.
Step 2: Navigate to your admin profile
Tap on the menu icon in the top left corner (three horizontal lines) to verify or change which profile you’re in. You can find more information about switching between profiles here.
Step 3: Filter for loops that you need to review
You can learn more about filters and sorting here. Tap on the filter icon in the top right corner, tap on ‘filtering’ and select the Review Stages you are responsible for. Tap on the Update Loop List button to save these filter selections.
Step 4: Tap on the loop that you need to open and review
Tap on the loop that you need to open and review.
Step 5: Tap on the Open All button
Toward the top of the loop there will be a black bar letting you know how many documents need to be reviewed. To view all of those documents at once and review, tap on the Open All button.
Step 6: Tap on the Approve or Return buttons as you review
As you swipe through the documents to review them you can tap on Skip, Approve, or Return.
Return: When you tap on the Return Button you will be prompted to send a message to the agent letting them know why you returned the document. If it’s not necessary to send a message tap ‘Skip’.
Approve: Approving the document will immediately give you the option to tap Next and move onto the next document.
Skip: Takes you to the next document. If you’re skipping the last document that needs to be reviewed then you will be prompted to set the folder status.
Step 7: Tap on the Set Folder Status button
Updating the folder status will notify the agent whether their folder has been approved, returned, or any other custom review stage your office is using.
Step 8: Tap on the dropdown to view all review stage options
Tap on the dropdown to view all review stages and then choose the review stage for this folder.
Step 9: Tap ‘Update’
Tap ‘Update’ to save these changes and notify the agent.
Step 10: Navigate back to the loops homepage
Navigate back to the loops homepage and review another loop.