When you are added to a loop or a document is shared to you, the loop will appear in your account. If you have more than one agent profile you will need to select which profile you would like to add the loop to. Agents can have multiple profiles if they are licensed in more than one state, choose to have a personal and professional profile, or any number of reasons. If you have multiple profiles and only need one then CLICK HERE to learn about deactivating profiles. If you only have one agent profile then this article is not necessary.
Accepting a loop from your account
If you have received an email that documents have been shared to you then this also means that you have been added to a loop. You will now have your own loop view of this transaction and you need to tell dotloop which profile to put it in. You can select the profile from your loops home page
Navigate to your loops homepage by logging into dotloop or clicking on the smiley face at the top if you are already logged in.
Regardless of which agent profile you’re in you will see a red bar at the top of your loops. On the right hand side click on ‘Manage invitations’.
Here you can see the list of loops you have been invited to. You can choose to accept or decline.
Declining the loop will automatically archive the loop.
Accepting the loop will require you to select a profile.
Now you can assign this loop to a profile. It is important that your profiles are named accordingly so that you will choose the correct profile for the loop.
NOTE: If you cannot tell the difference between your profiles and need to rename them, click ‘Cancel’. Then CLICK HERE and follow the steps to rename your profiles. Once your profiles are named then you can start back at step 1.
Once you have selected the profile click on ‘Assign Loop’.
Click on the ‘X’ in the top right to view your loops homepage. If you don’t see the loop you may need to switch profiles.
NOTE: If you don’t see the loop check filters or refresh the page.
If a document has been shared to you then you will receive an email notification. If you are added to a loop (no documents shared) then you will only receive an email if the loop creator selected to ‘Send intro email’ when you were added to the loop. Since there are two ways to manage a loop invitation you can use the steps below or log into your dotloop account and follow the first set of steps.
From your email inbox, open the email notification from dotloop. This notification could appear as a loop invitation (above) or asking you to review documents.
Notification for shared documents
Notification for an Intro Email
Depending on the type of notification you may see a blue button for ‘View documents’ or ‘Get Started’.
Now you can select a profile to assign this loop to. It is important that your profiles are named accordingly so that you will choose the correct profile for the loop.
NOTE: If you cannot tell the difference between your profiles and need to rename them, click ‘Cancel’. Then CLICK HERE and follow the steps to rename your profiles. Once your profiles are named then you can start back at step 1.
Depending on the type of notification you may see a blue button for ‘View documents’ or ‘Get Started’.
If your office or team has created loop templates you may be prompted to apply a loop template. You can choose a template and click ‘Apply’ or ‘Skip’.