To begin, ensure you are a Dotloop Administrator for your Brokerage. In Loft, enable the Dotloop integration by navigating to the Integrations Menu & set the Import Dotloop Loops from: timeframe setting. This will ensure only relevant loops are available for importing to Loft. Select Yes or No to Import loop documents to Loft deals.
Select the Dotloop Loops menu and click Connect Dotloop.
You will be prompted to log into Dotloop to confirm access permissions.
Once you Approve, you will be redirected to the 'Dotloop Loops' page in Loft. Select your Administrator Account & you will now be able to click 'Reload'.
Once you have loaded the Loops you may view Loops and create a deal from a Loop by selecting one of the available Loops. In order to ensure the best possible integration, please make sure your Agent emails in Dotloop match those in Loft.
Loops must have a status of Active Listing, Under Contract or Sold to be available for import to Loft.
All Deals that are created from a Loop must have a unique MLS number to prevent duplicate deals in the system.
You may refresh detail for a specific loop by clicking Reload. Click 'Create Deal' to start the import of the deal.
Loft retrieves the deal data from Dotloop.
Click the Deal number link to review the deal.
If deal information has been changed in the loop, you may refresh the data by selecting the Loop & clicking Sync Deal to reload the data fields from the Loop to the Loft deal
Refer to this list on the field mapping between Loft and dotloop to understand what data is being used.
Enjoy the integration!