Dotloop is a platform for realtors to coordinate with buyers and sellers on real estate documents. Documents are organized into folders, which in turn are organized into bundles called loops that actually hold everything together. This includes participants in the loop (buyer, seller, the agent, etc.) as well as any tasks that might need attention. Loops have certain attributes akin to transactions as well, such as Type (Listing for Sale, Listing for Lease,...), Status (Active, Under Contract,…), and Closing Date. Dotloop accounts also have a notion of profiles, which can be used to manage different personal/company information, settings and more. Notably, each profile houses its own set of loops.
Notice the “NOTARIZED-” prefix on some of those documents. That means they were completed on Notarize and pushed back from Notarize.
So, how are documents brought onto Notarize and signed/notarized in transactions? It starts with the Send + Manage page on the Notarize Business portal.
If you already have other transactions, you can import a loop through the left sidebar.
Clicking Import a Loop or Send New Loop for the first time will redirect you to dotloop to ask if you are willing to authorize Notarize to access your dotloop account.
During development, the authorization step tended to be finicky sometimes, so this could be a common point of friction in terms of Notarize users having trouble connecting or needing support. If you encounter issues you can either:
- Retry clicking the “Import a Loop” button, or
- Deactivate the Notarize application from their dotloop account settings and try again.
Otherwise, it may just be a bug that needs engineering attention. To deactivate an application in dotloop, see the image above (just click “Remove App”).
This window is where you will make all the selections for importing documents. In this first page you can see a table displaying the loops associated with your dotloop account’s Login Default Profile (the setting for which profile is your Login Default can be selected in the Profiles section of your My Account page). Alternatively, you can toggle profiles using the button on the top right of this window. Click on a loop to select it, and then click on the Continue button.
Click the checkbox next to each document, then click the Add 'x' Documents to Transaction button.
All participants on the loop are shown and selectable as signers, even those who we might ordinarily consider “contacts”. From here you can proceed to confirm your selections and begin the loop import job.
Note: This job might take a few minutes, so if users ask support as to why they aren’t seeing a new transaction created right away it could be that the job is just still running.
Once the transaction is created, it is managed the same as any other transaction and will show up in your dashboard to be sent to signers.