Scheduling a home inspection is a headache for you, your client, and the home inspectors. Lots of time spent on the phone, emailing and getting everyone’s schedules lined up.
Inspectify takes much of that off your plate. They allow your client to go to a page with your branding, and book a home inspector for the time of their choosing with a few clicks.
The dotloop and Inspectify Sync automatically emails your client when the loop has progressed to the point where an inspection is necessary.
- Save time for you and and your client arranging an inspection
- Reduce liability by ensuring RESPA compliance on every transaction
- Inspectify account and integration are free
Checkout the video above to see it in action.
If you'd prefer to read through a guide, here's a step-by-step:
Head to https://app2.inspectify.com/ to sign up for a free Inspectify account
Once you’ve created your account, sign-in to Inspectify with your new account and then:
Click Account to go to account settings.
This will create a branded portal for your client to book inspections.
Expand on the step here to give a deep dive into details.
After updating your account information, scroll to the bottom and under the API Nation section, click “CONNECT API NATION”.
Once on API Nation, click the dotloop tile.
There is one Sync available between dotloop and Inspectify: “dotloop loops to Inspectify Transactions”
Click “Activate” next to that Sync
Choose the profile(s) you want sending Loop info to Inspectify.
Decide if you want to start the Sync today, or if you’d like to send some past Loops to Inspectify. Leave it blank to start today, or set the date if you’d like to send some from the past (uncommon).
Once you’ve selected your profiles scroll down to Mapping.
Match up as many fields from dotloop loops to Inspectify Transactions as you can by clicking the dotloop field first and then it’s corresponding Inspectify field.
Once you’ve mapped as many fields as possible, scroll back to the top and click the big Activate Sync button.
Once the Sync has started you will see a new active workflows in your “My Syncs” area of API Nation.
That’s it!
As soon as a loop is created that information will be Synced to Inspectify, and as the loop progresses, Inspectify will email your client when it is time to schedule the inspection.
No more back and forth, pretzeling logistics to get everyone together for an inspection. Your client can simply book one with a click. Your branding will be on the booking page, reinforcing your status as a guide and cutting edge agent.