The Autofill window is one of the biggest timesavers within dotloop. The feature allows you to enter information once and dotloop will distribute that information to the document(s).
Click on the loop that you need to open to autofill documents.
If you want to open one interactive document you can click on the name of the document.
To open multiple interactive documents use the checkboxes to the left and then click Open.
When you open interactive documents the Autofill window will automatically appear. If you have already filled out the View Details page then you can use the Autofill window to review any information and check for anything that’s missing.
Click and type into any field to update or add information.
Click the Autofill button in the bottom right of the modal.
Dotloop will use the information in the Autofill window to fill in the document(s) and fill in the View Details page. The next interactive document you open will have all of these details to Autofill with.
Note: If you have text pre-filled in your templates then you may receive a modal asking you whether or not to Overwrite fields.
Example: If you have your brokerage information pre-filled in the template then dotloop will ask you if you would like to overwrite this information with the brokerage details from your my account section.
Details that came from the autofill window will be in yellow. Anything that didn't autofill you will need to type in.