dotloop, linked to your deals
Find and import your loops, link them to deals, see which fields match, and send changes back when you choose.
Each agent connects their own dotloop account. Then your loops and your deals work together.
Find and import
Search your deals or contacts and your dotloop results show below, marked From dotloop. Import a loop as a deal, or a person as a contact.
Link a deal to a loop
Create a loop from a deal, or link one you have. The deal shows the loop's documents as links.
See which fields match
Each field on a linked deal has a sync icon:
- Green: the deal and the loop have the same value.
- Yellow: the values differ, or only the deal has one. Select Use dotloop's value to take it.
- Gray: the field is not synced.
Changes both ways
When dotloop has a change, the deal suggests it. When a contact's name or phone differs, you choose which one is right. Select Update to send deal changes to dotloop.