How Loft works with Dotloop

How Loft works with Dotloop

The dotloop integration will save you time by eliminating the need for duplicate data entry.

Watch how the Loft and Dotloop integration works:



Read about How Dotloop Works

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: time frame setting. This will ensure only relevant loops are available for importing to Loft.  Select Yes or No to Import loop documents to Loft deals. EACH user must connect to Dotloop to import 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. 

Requirements to import a deal

In order to ensure the best possible integration, please make sure the following requirements are met:


Your Agent's email in Dotloop match their email 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. The only exception is Loops with a type of Listing for Lease or Lease Offer, they do not require an MLD ID.



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. Once the deal has been closed with payouts, re-syncing is not available.


To remove the Dotloop Version 1 integration, Edit your Integrations Menu by removing the API key & Dotloop Filter Tag information.


Contact Syncing

Contacts in dotloop will sync over to Loft when a deal is imported.  That said, if a contact similar to the contact in the loop in dotloop is present, as long as the contact's email matches that contact in Loft, the contact will sync over or if the contact is and 80% match.  There are exceptions to this and to avoid duplication, we encourage you to add those existing contacts in Loft into dotloop so they match.  

Add Contacts in dotloop

Here's how you can add your contacts in dotloop to avoid duplication:
Head to my Account
Contacts is located on the left side of the screen in the People section of your account
Click Add People and fill in your contact's information>Save


Import Contacts in dotloop

Field Mapping


Enjoy the integration!



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