If you need to rename a loop you’ve created or a loop that you have been added to you can do this from the View Details page. You can change the name of a loop at any time.
From your loops homepage, click and open the loop you would like to rename.
Navigate to the view details page.
Update your loop name.
Example: Some agents will name an offer loop with the buyer’s name(s) and then change the loop name to the property address once they’re under contract.
Note: There will be a “Loop Name” section to the right of transaction type and loop status toward the top of the view details page. You can use this section to update the loop name. You can choose to rename the loop to be the property address by choosing that selection or you can choose a custom name.
Once you’ve renamed the loop hit enter or return on your keyboard to solidify the changes. You can also click ‘Save’ on the blue bar.
Note: This new loop name will only be visible to you and anyone on your team. Anyone that was added to the loop prior to the loop name being changed will not see the new loop name. This is intentional for you to be able to rename loops that you have been invited to and not disrupt the experience of anyone else in the loop.
Example 1: You are working with a buyer and you name the loop the property address of the first offer. The first offer is not accepted and you work with the buyer to put an offer in on a different address. When you rename the loop to be the address of the second offer it will only be visible to you and anyone on your team, you buyer will not see the updated loop name. They will see the name of the loop when they were added to the loop. If you plan on using a loop for multiple offers (not advised) you can name the loop the buyer’s name(s) and then rename the loop once they are under contract.
Example 2: You receive an offer that appears in your account as a separate loop. You are unable to merge so you rename the loop to keep your loops homepage more organized. Once you rename the loop the agent that invited you into the loop still sees what they named the loop and is not notified that you changed the loop name from your loop view.