How Loft works with Dotloop
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The dotloop integration will save you time by eliminating the need for duplicate data entry.
Watch how the Loft and Dotloop integration works
To begin, ensure you are a Dotloop Administrator for your Brokerage and EACH user has enabled and connected dotloop in Loft.
Enable Integration
In Loft, enable the integration by navigating to the Integrations Menu
Click the Edit button
Check the Dotloop Enable checkbox
Choose a time frame selection from the 'Import Dotloop Loops from' dropdown field.
This will ensure only relevant loops within that time frame are available for importing to Loft.
Select Yes or No to Import loop documents to Loft deals.
Click the green 'Save' button
Connect Apps
After you've enabled the dotloop integration, a menu option for dotloop will appear under your Integrations parent menu.
Click that menu option to navigate to your Dotloop Loops page.
Click the green 'Connect Dotloop' button to initiate the connection process.
Upon clicking the green 'Connect Dotloop' button, you will be prompted to log into your Dotloop account to confirm access permissions and complete the integration process.
Click the 'Approve' button in this prompt to initiate the next step.
Once you Approve and connect, you will be redirected to 'Integrations/Dotloop/Loops' page in Loft.
Select your Administrator Account to finalize the integration connection.
Load in Loops
Click Reload button to load your loops into Loft.
Please note, this will just load all available loops, within your outlined time frame set above, into Loft. You can choose which loops to create deals from—there's no need to act on every loop immediately or at all.
Please note, this will just load all available loops, within your outlined time frame set above, into Loft. You can choose which loops to create deals from—there's no need to act on every loop immediately or at all.
Please note, to import and make loops searchable in your Integrations Dotloop Loops page you must select the 'Use Property Address' radio button in your loop on the dotloop side.
Create a Deal
Click on the deal address in your Integrations/Dotloop Loops page to open the mirrored loops detail page and to enable the option to create the deal
Click on the blue 'Create' button to create the deal.
Click the blue 'Reload' button if you've added data to the loop in dotloop after the deal loaded into Loft. Please note: certain deal creation requirements must be included in the Dotloop loop.
Requirements
In order to ensure the best possible integration, please make sure the following requirements are met:
- Your agents emails must match across both software apps.
- in Dotloop, your loops must have a status of Active Listing, Under Contract or Sold.
- in Dotloop, each loop MUST have a unique MLS #. The only exception is with loops that have the loop type of 'Listing for Lease' or 'Lease Offer', they do not require an MLD ID.
Loft retrieves the deal data from Dotloop.
Click the Deal number link to review the deal.
Sync a 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.
Contact Syncing
Contacts in dotloop will sync over to Loft when a deal is imported and are matched by emails first, then by our contact syncing algorithm,
To avoid contact duplication, we encourage you to add or edit any existing contacts in Loft into dotloop so they match.
Add Contacts in dotloop
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
Read more about this here https://support.dotloop.com/s/article/Updating-your-Contacts-List
Import Contacts in dotloop
Field Mapping
Below are all the fields imported into a deal from a loop in dotloop to a deal in Loft.
Enjoy the integration!
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