How To Update Your Dotloop Loop Statuses
Supportloop In this video i show you how to update your dotloop loop statuses in order to prepare you for the "import to dotloop" button coming to command. Your view details page manages all of your important loop details. this page is where you can view and make changes to your loop name, add and modify all the loop information, as well as manage the people within your loop.
Utilizing Dotloop If you need to make changes to a document with this share status, you can copy the document as a flat pdf to the loop, edit and reshare the document with the changes and preserved signatures. Transaction type this field will default to the appropriate type based off of the loop template you selected and does not need to be edited. loop status choose from the drop down menu to assign the current status, please be sure to update this any time the status changes. This video shows how to make sure your loop statuses are labeled correctly throughout the transaction. it also shows how to submit for review and to request. The transaction type tells the loop how to react and will set the loop to function by providing the proper roles and loop details for people in the loop. loop statuses display which stage of the transaction you are currently on and how your filters decide which loops to display.
Utilizing Dotloop This video shows how to make sure your loop statuses are labeled correctly throughout the transaction. it also shows how to submit for review and to request. The transaction type tells the loop how to react and will set the loop to function by providing the proper roles and loop details for people in the loop. loop statuses display which stage of the transaction you are currently on and how your filters decide which loops to display. Each loop has a transaction type, followed by a loop status. it is recommended to set these during the first steps of any loop you create. the transaction type tells the loop how to react and will set the loop to function by providing the proper roles and loop details for people in the loop. There are many ways to organize and sort your transactions on the my loops page. you can choose which loops you want to view, in the order you desire. we recommend organizing loops according to status for most agents. There are many ways to organize and sort your transactions on the my loops page. you can choose which loops you want to view, in the order you desire. we recommend organizing loops according to status for most agents. Need to learn how to use dotloop to manage your real estate transactions? you’re in the right place! catch on demand webinars, bite sized videos and more!.
Comments are closed.