dotloopadminmanual

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tableofcontents:introduction 4overview 6agentbasics 6reviewingloops 11filtering/sorting/searching 17focusedtopics 20 creatingloopsforagents 20 tags 22templates 23 looptemplates 23 documenttemplates 28 tasks33 clauses40 workflows42peoplemanagement 47 officemanagement47 TSPs 52 contacts 55

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dashboardcustomization 56successplanning 58

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introduction:Welcometodotloop!Weknowyou’reexcitedtogetstarted,solet’sbeginwithahigh-leveloverviewofwhatdotloopis,whyagentsaresoexcitedtouseit,andwhytheircustomersareaskingforit.Whatisdotloop?Assoftware,dotloopisanonlineworkspacewhereover700,000realestateprofessionalsshareandsigndocuments,collaborate,communicate,monitor,andmanagetheentiretransactionstarttoclose.Asacompany,webelieveinworkingbetter,together.WecallthisbetterwayofworkingPeoplework,becauseitfocusesonprovidingauserexperiencethatcreateslastingimpressionsaswellasstreamlinedresults.Onceyoustartlooping,you’llknowwhatitmeanstobeaPeopleworker.Whatisaloop?Indotloop,everytransactionstartswithaloop.Aloopisaplacewhereyoustoreeverythingrelevanttoatransaction.Ifyou’recomingfrompenandpaper,thinkofaloopasthefilefolderyouareusedtostoringdocumentsandinformationinforeachtransaction.Everyoneandeverythingiswelcomeintheloop–nolimitations–makingitperfectlysimpletocollaborateandcloseatransaction.Nolooseends,nomisseddetails.Aloopisalsosafeandsecure.Yourdataisencryptedandstoredinthecloud.You’llneverhavetoworryaboutlosingsomethingcritical,knowingyourfilesaresafelystoredinthecloud.Whatisdashboard?Dashboardisanadministrativeprofileondotloopthatdisplaysalloftheloopsthatyouragentshavecreated.Itallowsbrokers,managers,andadminstologinfromanywhereandperformapaperlessreviewofalltransactions.Wheneveryoneisondotloop,processesarestreamlinedandpaperfilesareathingofthepast!

Successtips:tip1:Beingpaperlessstartshere.PleaseconsiderNOTprintingthismanual.Ithasmanycolor

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screenshotsthatmakeitaneasyread,butanightmareforyourofficeprinter!Foramoredetailedlookintotheagentfeaturesofdotloop,referencetheagenttrainingmanual.Tip2:Wewillteachyouhowtoreviewtransactions(loops)ondotloop,butyouwillhavespecificprocessesthatwilldevelopoutsideofthismanual.Besuretodocumentexactlyhowyouwillusethedifferentfeaturesofdotloopsothatyoucanrelaytheinstructionsandexpectationstoyouragents.Tip3:dotloopisoptimizedforthelatesttwoversionsofallinternetbrowsers,soagoodplacetostartisensuringthatyouhavethelatestversionofyourpreferredbrowserdownloaded.Ifyouhaveissueswithdotloopandyourbrowser,wealwaysrecommendyouworkinChrome.Tip4:Havefun!Onceyoustartlooping,you’llwonderhowyouevergotalongwithoutus!Tip5:Ifyoueverhavequestions,letushelpyou.Inadditiontoouronlinevideosandemailsupport,weofferlivephonesupporttoourvaluedusers7daysaweek!Whenyoucallin,makesureyouhaveyourmemberIDhandy.Asadashboarduser,you’lljumptothetopofthelineonceyouenteryouruniquememberID.

Contactsupport

support.dotloop.com513.257.0551

Monday-Friday:8am–MidnightESTSaturday-Sunday8am–8pmEST

don’tforgetyourmemberID

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overview:Inthismanual,wewillfocussolelyonwhatyouandyouragentsneedtoknowtotakeyourfilesubmissionandreviewprocessonline.Agoodstartingplaceistolookathowanagentsubmitsacompletedfileforreview.Inthisscenario,wearenotconcernedwithwheretheagentfilledoutthedocumentsorhowtheyhadthemsigned,weonlycarethattheyarecompilingthenecessarydocumentsindotloopandsubmittingthemforreview.Wecallthisthe‘agentbasics’.Althoughwearejumpingrightintohowthesystemworks,youwillwanttoreferencethesuccessplanningandsetupsectionsformoretips,dashboardsetupinformation,andlaunchconsiderations.Agentbasics:Imagineatraditionalpapertransactionthatyouragenthasorganizedintoamanilafolderinordertodropitoffonyourdesk.Or,maybethey’veuploadedtheirtransactiondocumentsasanemailsotheycansendthemtoyouforreview.You’llseethatthesameprinciplesusedforthosemethodsareatworkondotloop.

Inorderforanagenttosubmittheircompletedtransactionviadotloop,theywillfirstneedtocreatealoopbyclickingthe‘+’signinthebigbluecircle.Notice:thisstepislikegrabbinganewmanilafolder,orclickingcomposeinanemail.

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Next,theagentgivestheloopacustomnameandclicks:Createloop.Thisissimilartoaddinganemailsubjectlineormanilafolderheading,sothinkabouthowyouwillwantyouragentstonametheirloopsandmakesuretocommunicatethesedetailstoyouragents.

Inthedocumentssectionofthelooptherewillbeafolderwiththreeoptionsforaddingdocuments.Ifdocumentsaresavedtotheagent’scomputer,theywillclickBROWSE.Thesecondoption,TEMPLATES,isusediftheagentisgoingtofilloutdocumentsandmanagetheirtransactionfromstarttofinishondotloop.ThethirdoptionallowsagentstoforwardPDFsdirectlyintoaloopfolderfromtheiremail,eliminatingtheneedtosavescanneddocumentstotheircomputerforuploadintodotloop.Fornow,let’sclickthefirstoption,BROWSE.

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Howdidthedocumentsgetontotheagent’scomputer?Greatquestion!Theycanscandocumentstotheiremailandthendownloadthem,ortheymayexistintheiremailalready,inwhichcasetheywoulddownloadthemaswell.

AfterclickingBROWSE,agentswillselectPDFdocumentsandclickOpen.Notice:thisisthesameprocessasaddinganattachmenttoanemail–it’sthateasy!

NowthatthePDFshavebeenadded,thefolderisreadytobesubmittedforreview.However,ifyouwouldlikethefoldertoberenamedbeforeit’ssubmittedforreview,youwillwanttocommunicatethisexpectationtotheagents.Bothyouandtheagentcanclickthe3verticaldotstotherightofthefolderandselecttherenameoption.Similarly,ifyouoryouragentneedstorenameadocument,thereare3verticaldotsforeachdocumentonthefarright.Youandtheagentscanalsoreorganizehowthedocumentsandfoldersarearrangedinyourloop.Justclick,hold,dragandreleaseanydocumentorfolderupordowninthelist.

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Onceeverythingisaddedandinorder,theagentclicksSubmittoReview

Theagentisthenaskedtoenterthepropertyaddress.AnyadmincanturnthisstepofthesubmissionprocessoffundertheMyAccountsectionifdesired.Mostofficesrequirethisstepbecauseitallowstheadminstoeasilychangethenameinthedetailssectionofeachloop.Thecustomloopnameiswhatevertheagentnamedtheloopwhentheycreatedit,whilethestandardloopnameusesthepropertyaddressasinputinthescreenshotabove.

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Thisfinalpop-upwilldisplayallofthefoldersanagenthascreatedintheirloop.Theagentwillcheckboxthefoldertheyintendtosubmit,identifywhetheritisabuyingoralistingfile,addanoptionalmessage(likeapost-itnoteonamanilafolder),andclickSubmit.

Afterthefolderhasbeensubmitted,theagentwillseeareviewstagenexttothefoldername.Thereviewstagesignifieswhatstepofthereviewprocesseachfolderisin.Wewillexplaineachreviewstageinmoredetailintheworkflowssectionofthismanual.

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Reviewingloops:Inthissection,wewillreviewthefolderthatwassubmittedinthepreviousagentbasicssection.Ourgoalhereistotakeyouthroughthesimplestepsofperforminganinitialreviewofafilewithoutexhaustingeverydetailofeveryfeature.Moredetailoneachstepofthereviewprocessandeachfeatureofthedashboardcanbefoundinitsrespectivesection.First,let’slogintoouradminprofile:

Thefirstthingtopointoutaboutyouradminprofileisthatyoucanchoosetoviewalltransactionsineitheragridview(above)oralistview(below).Manydashboarduserspreferthelistviewbecauseitpresentsthemostinformationabouttheloop,whereasthegridviewfocusesonaestheticsbydisplayingapictureoftheproperty(ifadded).Noticethesmallcircleunderneathyourprofilephoto–Thisiswhereyouwouldclicktotogglebetweenthegridandlistview.Let’sswitchtothelistviewfortheremainderofthemanual.

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Assoonasanagentcreatesaloop,itisvisibleintheadminsregardlessofwhethertheloophasbeensubmittedforreviewornot.Thisisanimportantpointtohighlightbecauseyouwillnotwanttoseeeveryloopeachtimeyoulogin.Instead,youwillwanttofilteryourdashboardtoonlydisplaythereviewstagesthatyouareresponsiblefor.ThefirststageofthereviewprocessisNeedsReview.Clickonthefilterdropdown,selectNeedsReviewforthebuyingfoldertype,andthenclicktheFilterbuttonontheright.Dotloopwillrememberthelastfiltersearchyouperformedsothatnexttimeyoulogbackin,youwillnothavetorepeatthisstep.Asyouwillseeintheworkflowssection,theonlyreviewstagesthatshouldbeconsistentlyfilteredforareNeedsReviewandAdditionalpaperworksubmittedonboththelistingandbuyingfoldertypes.

Afterfiltering,youwillonlyseeloopsthathavefoldersunderthereviewstageNeedsReview.Clickonthenameofthelooptoopenit.Let’sclickon456WestMainStreettoreviewthefile.

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Onceintheloop,youwillwanttoclickonthemessagessectiontoseeiftherehavebeenanynotessentfromtheagenttoyou(seeabove).Aftercheckingthemessages,youcanclickAddTasksorLoadTemplatetoassignatasklisttemplatetotheloop(seebelow).Instructionsforcreatingatasklistarefoundinthetemplatessection.

SelecttheappropriatetasklistfromyourtasktemplatesandclickAdd.

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Now,scrollbacktothedocumentsection,clicktheOpenAllbuttoninthesalmonbanneracrossthemiddleofyourscreen.Thiswillopenallofthefolder’sdocumentsintoonecontinuousscrollingpageforeasyreview.

You’llnoticeanewadditiontothedocumentview,theblackreviewbar.Itiswithinthisbarthatyouwillbeapprovingandreturningdocumentstoyouragent.Youcanalsosendmessagestoyouragentiftheyaremissinganythingontheformsusingthesendmessageoption.Dotloopwillrememberthenameofthedocumentinwhichyouaresendingthemessage,butmakesuretonotethepagenumberforyouragents.Inthenavybluemenubar,clicktheMoredropdowntodisplayyourtasklist.Thiswillallowyoutocheckcompleteditemsoffofyourtasklistwhilereviewingthedocuments.

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Onceyoufinishreviewingeachofthedocuments,you’llselectDoneinthetoprightcorner.

Youwillthenbepromptedtoupdatethereviewstageofthefolder.Tochangethereviewstage,clickonthedropdownthatreadsneedsreview.

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Ifthefoldermeetsalloftherequirements,moveittoApproved.Iftheagentismissingdocumentsorneedstomakecorrections,selectReturnedtoAgent.Let’schangethereviewstagetoReturnedtoAgent.Everytimeafolder’sreviewstageischangedandanytimeyousendanagentamessage,theagentwillreceiveanemail.Theagentwillthenneedtomakethenecessarycorrectionsasoutlinedinyourmessagesandresubmitthefolderforreview.Onceresubmitted,thefolder’sstagewillautomaticallychangetoNeedsReviewoncemore.Thisreturning/re-submissionprocesscanhappenasmanytimesasnecessaryuntilthefolderisapproved.Althoughmessagesaresufficientforrelayingfolderrequirements,youmayalsoconsiderassigningtaskstotheagentorusingdocumenttagsforfurtherclarity/urgency.

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Filtering:Whenyoulogintoyouradminprofile,youwillseealloftheloopsthathavebeencreatedbyyouragents,eventheloopsthathaven’tbeensubmittedforreview.Filteringisyourwayofmanagingwhatispresentedtoyou.Or,tothinkaboutitanotherway,filteringishowyouhidewhatyoudon’tcaretosee.Therearethreedifferentfilteringsubsetstobediscussed:

ReviewStage–Thereviewstageisthestageofthefolderonceithasbeensubmittedtoreview.Usingthiscolumnwillhelpyoukeeponlyloopsthatneedyourattentiononyourhomepage.LoopStatus–Aloopstatusshouldnotbeconfusedwithitsreviewstage.Inmanycases,theagentstocontroltheloopstatusasawaytokeeptheirtransactionupdated.Bydefault,whenyoufirstlogintoyouradminprofile,the8activeloopstatuseswillbeselected.Werecommendleavingthoseselected,asitwillkeepthoseactivetransactionsonthehomepage.Tags–Aloopcanbe‘tagged’withanywordorphrasethatyoucreate.Forexample,ifyoutagaloopaccordingtowheretheleadcamefrom,youcaneasilygobackandseehowmanyleadsweregeneratedfromeachsource.Sorting:Whilefilteringallowsyoutodisplayonlythedesiredloops,sortingallowsyoutoreorganizetheorderinwhichthoseselectedloopsappearonyourdashboardhomepage.Belowisadefinitionofyoursortingoptions:

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default:allowsyoutosortyourloopsinawaythatdotloophaspredictedwillbethemosthelpful.Thisisacombinationofyourlastupdatedloopandthenumberofnotificationswithintheloop,indescendingorder.Agentname:allowsyoutosortyourloopsbytheagentwhocreatesthem.Theagentswillbesortedinalphabeticalorderbyfirstname.address:Sortingbyaddresswillsortyourloopsnumericallyfirst,thenalphabetically,basedontheaddressyouprovidedintheEditDetailsofyourloops,notthetitleoftheloop.Forexample:123MainStreetwilldisplaybefore123WynnePlace.Onthatsamenote,1123MainStreetwilldisplaybefore123MainMainstreet.Thisisbecausedotlooplooksatthefirstcharacter,thenthesecond,thenthethird,etcandsortsbythosecharacters.LoopsthatdonothaveaddressesenteredintheEditDetailswilldisplayatthebottomofthelist.Lastupdated:Sortingbylastupdatedisverystraightforward.Ifanythinghaschangedinaloop,atall–documentsigning,reviewstages,peoplebeingadded,messagessent,etc.,themostrecentloopmeetingtheserequirementswillappearatthetopofthelist.Loopswilldisplayindescendingorderbasedonthelastchangemadewithinthem.MLSnumber:SortingbytheMLSNumberisverysimilartosortingbyaddress.Itisbasedonthefirst,second,third,etc.,characterintheMLSNumber.So,11458973wouldcomebefore18556,forexample.Purchaseprice:SortingbyPurchasePricewilldisplayyourloopsinorderbythedollaramountenteredinthepurchasepricefieldwithinaloop’sEditDetailspage.Thelargestnumberdisplayingfirst,thelowestdisplayinglast.LoopswithoutapurchasepriceintheEditDetailswillbemovedtothebottomofthelist.

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Listeddate:SortingbyListedDatewillpullthelistingdatefromtheEditDetailspageofeachloop,displayingtheloopswiththenewestlistingdatefirst.LoopswithoutthelistingdatefilledoutinEditDetailswilldisplayatthebottomofthelist.Expirationdate:SortingbyExpirationDatewilldisplayloopsthatexpiresoonestorhavealreadyexpired,basedontheexpirationfieldundertheListingInformationportionofaloop’sEditDetailspage.Closingdate:SortingbyClosingDatewilldisplayloopsthatclosesoonestorhavealreadyclosed,basedontheclosingdatefieldundertheContractDatesportionofaloop’sEditDetailspage.Submittedforreviewdate:SortingbySubmittedForReviewDatewillsortloopsthatweresubmittedforreviewmostrecently,first searching:Thissearchbarpicturedbelowisonlyavailableonthelistviewofyouradminhomepage.Youcantypeanykeywordofaloop’scustomname.

It’simportanttonotethatthedynamicsearchwillnotoverrideanyfiltersyouhaveset.Thesearchonlylocatesloopsthataredisplayedonyourhomepage.

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focusedtopics: creatingloopsforagents:Creatingandsubmittingaloopiseasy,butyoustillmayhaveafewagentswhoareespeciallyresistantchangeand/ortechnologyingeneral.Inthiscase,youmayfindyourselfbendingtherulesalittleatfirstasyouhelpagentslearntheropes.Ifyoudecidetocreateloopsanduploaddocumentsforyouragents,followthesamestepsthatareoutlineintheagentbasicssectionofthismanual.Oncetheloopiscreated,youcanclicksubmittoreviewdirectlyfromthedashboardtoinitiatetheonlinereviewprocess.Thisnowturnsintoagreatopportunitytohighlightthevalueofdotlooptoyouragent.Youhavetheoptiontoaddtheagenttoyourteamatanytime.Ifyouaddthemimmediately,showthemhowtheycanlogintodotloopfromanywhere,anytimetohaveaccesstoalloftheirfiles.Or,holdoffoninvitingtheagentontoyourteamuntiltheagentneedssomethingfromthattransaction.Thenyoucanremindthemthattheywouldalwayshavealloftheirdocumentsintheirpocketiftheywouldstayorganizedintheloop!Wewon’tsteeryouinanyspecificdirectiononthistechnique,butwe’veseenofficeschargeanuploadfeeforagentswhowanttocontinueusingofficeinkandpaper.Let’stakealookathowyouwouldaddanagenttoyourteaminaloop,givingthemaccesstoeverythingyou’veaddedimmediately.

Onceyou’vecreatedtheloop,clickaddpersontoaddtheagenttotheloop.

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Justlikeaddingaclienttotheloop,allthatisrequiredtoaddtheagentistheirfullnameandemailaddress.Makesureyouplaceacheckinsidetheboxtotheleftofaddtomyteam.Onceyoucheckmarkthisbox,itwillbringyoutothepop-upwindowyouseebelow.

Itisimportanttonotetheaddingapersontotheteamcannotbeundonesomakesureyouareaddingtherightpeopletotheteam!You’llselectcontinueandbeabletoaddtheagenttotheloop.

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Tags:Onlyadminshavetheabilitytocreatecustomdocumentandlooptags.Theusageoftagsisnotrequired,butyouwilllikelyfindthattheyareavaluableaddition.Tagscanbefilteredforontheadminhomepageinthesamewaythataloop’sreviewstageorstatusis.Let’stakealookatafewusecasesforbothdocumentandlooptags.

Toaddatagtoaloop,opentheloopandclickAddtagtotherightoftheviewdetailstab.Someofficesusetagstoidentifywheretheleadforthattransactionwasgenerated.Othersusetagstoidentifywhichadminisinchargeofreviewingaspecificloop.Youmightalsoaddthetrackingnumberofthelockboxthatwasusedonthattransaction,ensuringyouknowwhohadeachlockboxlast.

Toaddatagtoadocument,hovertotherightofthedocumentnameandclickAddtag.Youmightusedocumenttagstoidentifythatithasbeenapproved,review,rejected,orthatit’smissingsignatures.Mostofyourcommunicationbacktotheagentswillbethroughthemessagingcenter,butrememberthatthetagoptionishereforyouaswell.

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templates:Thefifthiconoveronthetoprightcornerofdotloop,thissectionallowsyoutocreatetemplatesthatyouragentscaneasilypullintoaloop.Inthissectionyoucanmanageloopanddocumenttemplates,setuptasklistsforyouroffice,andprepareclausesforyouragentstoeasilypullintoforms.Looptemplates:LoopTemplatesallowadminstocontrolthepeople,documents,andtaskliststhatareauto-addedtoaloopwhenitisfirstcreated.Theselooptemplatesalsoallowyoutodictatewhatinformationorwhichdocumentsarerequiredbeforeanagentcansubmitforreview.Thissavesyouragentstimeduringloopcreationandsavestheofficestaffvaluabletimeduringthereviewprocess.Beginbynamingyourlooptemplate,andchoosingtheTransactionType.Wewillwanttochoosethetypethatbestsuitsthetypeofloopwearesettingup.Ensurethatthisselectioniscorrectthough,aswecannotchangeitlater.

Bydefault,looptemplatesaredisabledwhentheyarecreated.Thisgivesadminsachancetofillthemoutuntilsatisfied,andthenenablethemwhenready.Looptemplatescanberenamed,deleted,disabled,andenabledbyanyadmin.

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AddfoldersanddocumentstothelooptemplatebyclickingADDFOLDERandnamingyournewfolder.

ClickingADDDOCUMENTwillpullupyourtemplates,allowingyoutoadddocumentstoyourfolder,thesameasyouwouldinaloop.

ClickingSETWORKFLOWwillallowyoutochoosewhichworkflowthisfolderdefaultstowhentheagentsubmitsitforreview.

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Ifyouneedtoaddpeopletoyourlooptemplate,simplyclickADDPEOPLE.Youwillbepromptedtoentertheirfullname,emailaddress,andtoselectaroleforthem.ThesepeoplemustbedotloopPremiummembers,andwillappearineachloopcreatedwiththistemplate.Anyoneaddedtoalooptemplatewillappearineachloopcreatedthatutilizesthetemplate,thusaddingeachlooptothatperson’saccountwhenanagentcreatesaloopwiththistemplate.

Theabilitytosetdefaultrolesinyourlooptemplatesisverypowerful.Youcanaddnewrolesasneeded,andyoucanmakefieldspertainingtothatrolerequiredwhentheagentsubmitsforreview.Theserolescanalsonowbeusedforassigningpeopletodocumenttemplatesaswell!

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Loopfieldsareagreatwaytoreallygetinvolvedandcustomizealooptemplate.TheVIEWDETAILSpageinaloopcanbemanipulatedfromthisportionoflooptemplates.YoucanaddsectionstotheviewdetailspagesimplybyclickingADDSECTION,asneeded.Youcanaddfieldstoeachsectionbyfirstclickingonthesectiontitle,andthenclickingtheADDFIELDoption.Similarto“Roles”,youcanmakethesefieldsrequiredwhensubmittingforreview.PerhapsthemostusefulpartoftheLoopFieldssectioniswhenusingitinconjunctionwithdocuments–mappingyournewlyaddedfieldstoyourdocuments!

Afteryouhavecompletedsettingupyourlooptemplate,clickthe“save”button.

Onceyourlooptemplateissetupwecanenableit.Thiscanbedoneinitiallybyclickingtheenablebuttononthebanneracrossthetopofthelooptemplate.

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Alternatively,youcanenable(ordisable)thelooptemplatebyclickingonthemenuicontotherightofthelooptemplate’sname.

InthismenuyouwillalsonoticeanoptionthatsaysMAKEGLOBALANDHIDDEN.Whatthisoptiondoesismakesagloballooptemplate,meaninganynewlooptemplateyoucreatethathasthesametransactiontypewillclonethislooptemplate.Thislooptemplatehoweverwillnotappearforyouragentsasaselectableoption,but,ifanagentcreatesaloopwithoutselectingatemplate,andselectsthetransactiontypeoftheglobalandhiddenlooptemplate,thetemplatewillapplyitselftothatagent’sloop.

ThelastoptionforenablinglooptemplatesislocatedinyourMYACCOUNTsection.Navigatinghereinyouradminprofile,andscrollingtothebottomofthepage,youwillseeandoptionyoucanenableinregardstolooptemplates:REQUIRELOOPSTOUSEALOOPTEMPLATE.

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documenttemplates:Documenttemplateswillbeusedeverydaybytheagentsinyouroffice,soitonlymakessensethatwegiveyouallthetoolsyouneedtomakethemostoutofthem.Yourdocumenttemplatesarefolderspreparedbyyouoranotheradmin,thattheagentsinyourofficeinherit,pullintotheirloops,andcanevenaddtotheirowndocumentsetsforindividualconvenience.WhenwefirstenterthetemplatespageweareplacedintoLoopTemplates.IfweclicktheDocumentstabjustbelowthat,we’llseeallofthedocumentsetsavailabletous.

YouwillalwayshaveanInboxfolderandaDocspotfolder.TheInboxfoldercontainsanyPDFdocumentsyouuploadedviaemailtoyouradminprofiletemplatessection.Youcanfindthelocationofthisemailaddresslocatedhere:

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Next,wehavetheDocspotfolder.UsetheDocspotfolderwhenyouhaveanydocumentsthatneedtobemadeinteractiveforyouandyourbrokerage.Thesedocumentscanbeanystateorlocaldocumentsthathavenotbeenpreviouslysetupbyyourassociation,orarenotalreadyavailableinyourtemplateslibrary.

UploadthesePDFstoyourDocspotfolder,youcanpullthemfromyourcomputeroremailthemintoyourinboxandcopythemintotheDocspotfolder.Onceyouhaveloadedinallthedocumentsyouneed,youwillrequestthattheybemadeinteractive.Navigatetothedown-facingarrowtothetoprightoftheDocspotfolder.Fromthismenu,selectRequestDocumentsToBeSetup.

IMPORTANT:YoumustsubmitonlyONCE.Submittingmultipletimeswillcauseyourrequesttoberesetinthequeue.Makesureyouareonlysubmittingwhenyouhaveallofyourdocumentsready.

Ifyouneedtoaddmoredocumentsaftersubmitting,createasecondDocspotfolder(namedDocspot2)andsubmitthedocumentswithinthatfolderseparately.

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Youwillthenbepromptedtoconfirmyoursubmission.

HowtoMakeDocumentFolders:Ifyouwouldliketoorganizeyourformsinto30eparatefolders,documenttemplatefoldersareperfectforthis.CreatingyourowntemplatefoldersisaseasyasclickingtheNewFolderbuttononthebluesearchbarinyourdocumenttemplatessections.

Youwillbepromptedtonameyournewfolder.Onceyou’vegivenyourfolderaproperidentifiablename,youwillwanttoclicktheblueCreateFolderbuttononthebottomrightoftheprompt.

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Fromhereyouwillbeplacedinyouremptyfolder.Tobringdocumentsintothisfolder,selectTemplatesorBrowse.Forthisexample,we’veselectedTemplates.Youwillnowbepromptedtoselectafolder,andcheckmarkdocumentsfromwithinthatfolderyouwishtopullintoyournewlycreatedfolder.Onceyou’veselectedallthedocumentsnecessarysimplyclickthebluecopybuttononthebottomrightofthewindow.

Youwillnowseeyourdocumentsdisplayedinyournewfolder.

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Bydefault,youragentscannotseethenewfoldersyoucreatewithinyourbusinessadmintemplates.Onceyou’rereadyforthemtouseyournewfolderyoumustshareitwithyouroffice.Thisisaseasyasnavigatingtothefoldertitleinyourtemplatessectionandclickingthedown-facingarrowtotherightofthetitle.ChooseSharefromthemenu.Thisfolderandallofitscontentsarenowavailabletoeveryagentattachedtoyouroffice.

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tasks:AtasktemplateissimplyareusableTaskList,whichisagroupoftasks.Thesecanbecreatedbyauser(agent)andloadedtoanylooptheycreate,orcreatedbyanadmin(broker)andbesharedwiththeirentireoffice.Asanagentyourtaskliststhatyouhavecreatedareyourownpersonalliststhatareonlyaccessiblebyyou,butanyadmincreatedtasklistcanbeshareddowntoeveryoneintheoffice,butareonlyeditablebyanadmin.CreatingatasktemplateTocreateyourowntasktemplate,let’sfirstnavigatetotheTEMPLATESsectionofyouraccount.

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Oncehere,clickontheTASKSsectionontheleftmenu.

Herewewillseeanytasklistswehavealready.Tocreateanewone,click+TASKLIST.

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First,wewillnameourtasklist.

Now,clickADDATASK...tostartaddingtaskstothelist,hittingenter(orreturn)onyourkeyboardwhenyouaredonetypingthetaskname.

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Eachtaskyoumakeinyourlistcanberemovedorrenamedbyclickingontheoptionsicontotherightofeachtask.

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Wealsocanmanagetheoptionsoftheentirelistontheleft,clickingontheoptionsiconforthelistitself.Youwillbepresentedwithafewoptionshere.

• Rename:thiswillallowyoutorenamethetasklist.• Delete:thisdeletestheentiretasklist(andcannotbeundone).• Hidefromteambydefault:thisoptionwillhidethetasklistfromanyoneinyourloop

thatwouldnormallyhaveaccesstoviewit(i.e.peoplewhoarelistedasonmyteaminaloop,suchaspeopleyouhaveaddedtoyourteamoradmins).

• Lockbydefault:thisallowsanyoneonyourteaminalooptobeabletoseeyourtasklist,butnotbeabletoeditit.

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AssigningtasksThetaskswithinourtasktemplatesthatwecreatecanbydefaultbeassignedtoaspecificpersonwhenitisbroughtintoaloop.Wecanalsosetupspecificduedatesaswellforeachtask.Theseoptionsarefoundforeachtaskinourlistviathedownarrowontherightside.

Toassignatasktoaperson,clickonwhereitshowsASSIGNEDTO.Inthiscase,IamclickingonwhereitsaysNOONE.

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Iwillnowbeabletoassignthistasktomyself,noone,orIcanaddapersontoassignthetaskto.Wewillnotethatinassigningatasktoaperson,theywillbeaddedtotheloopeachtimethistasklistisadded,andthisloopwillbeaddedtotheiraccount,notifyingthemthattheyhaveatasktocomplete.

Selectingaduedateforthetaskcanbedonewithinthesamemenu.Wecanselectaspecifictimeframehere,orchoosetomakethetaskdueafteranothertaskonthelisthasbeencompleted.

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BrokerageprovidedtasklistsTasklistsyoucreateasanadminforyouragentscanbeusedbyanyagentinanyloop.Theywillnotbeeditablebyagentsuntiltheyareaddedtoaloop. ProTips

• Taskscanbere-orderedinanylistyouhavecreatedbyclickinganddraggingthetasktothepositionyouwishtoaddit.Oncedone,it’scomplete,noneedtosave!

clauses:WiththeClausemanager,youcansaveyourcommonlyusedtextforeasyuselater.Ifyouhavecommonlyusedclausesandfindyourselftypingtheminoverandover,thenclausemanagerisforyou.Createyourfrequentlyusedclausesintheclausemanagerunderyourtemplatessectionandeachtimeyoufilloutadocumentyouhavetheoptiontoenteraclauseinthetextfields.

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Createyournewclausebytypinginthedefaultinformationyouwishtosaveandpopulateeachtimeandsave.

Clausescanbeaddedoneoftwowaysintoatextfield.Theycanbemanuallyaddedbyselectingtheclauseiconwithatextfieldselectedorbybeginningtotypetheclausewewillsuggesttherestforyou.Onlyclausesthatwillfitwithinthecurrentlyselectedtextfieldwillbesuggested.

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workflows:Complianceworkflowsareattheheartofyourbusinessaccount’sday-to-dayfunctions.Workflowsarethetoolindotloopthatmoveyouragent’sfoldersintothenextreviewstage,whentheysubmitthosefoldersforreview.Understandingworkflows:Atfirstglance,youmayhavenoticedthatreviewstagesfromyourworkflowsareapartofyourloopfiltersandyou’vemostlikelyseenloops‘tagged’withthesestages.Beingabletofilterandsearchforloopsbasedonworkflowstageisjustthebeginningofhowworkflowsactuallyworkindotloop.Whenanagentstartsaloop,thatloopisnotinanycompliancestatus,orstage.Thisisbecausesometimesloopsarecompletelyarbitraryandyou,astheadmin,neednotbebotheredbytheseloops.However,onceanagenthasdecidedthataloopisreadyforyourreview,theywillclickthe“Submitforreview”buttoninthatloop.Thistriggerstheworkflowsforyourcompliancestatusesthatyouhavesetup!Yourcomplianceworkflowsarelocatedinyourbusiness+account’stemplatessection:

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Above,you’llseewearelookingatreviewstagesforlistingfolders,ortheListingWorkflow.Whenagentssubmitforreview,theyareaskedforthetypeoffoldertheyaresubmitting.Assumingtheychooselisting,theListingWorkflowwillbetriggered.

You’llnotice,NeedsReviewissettodefault.Thatmeanstheveryfirsttimeanagentsubmitstheirfolderforreview,andchoosesthatitisalistingfolder,itwilldefaultintotheNeedsReviewstage.Inadditiontoupdatingthecompliancestatusofthisfolder,youastheadminwillalsoreceiveanotificationconfirmingthataloophasbeensubmittedintoNeedsReviewstatus.

Fromhere,youwillreviewthefolder.Whenyouarereviewingthefolder,youchoosewhatcompliancestagethefoldershouldnowbein.

Fromthedropdown,ifyouweretoplacethefolderintotheApprovedstage,you’llnoticefromthefirstimageabovethatthereisnoresubmitlogic(we’llgettoresubmitlogicinamoment)–noplaceforthefoldertogo.Inthisscenario,afolderthatisintheApprovedstagewillremainintheApprovedstageeveniftheagentsubmitsthefolderforreviewagain.However,inthisscenario,ifyouweretoplacethisfolderintotheReturnedtoAgentstage,thefolderwould‘flow’intotheNeedsReviewstagewhenevertheagentsubmitsthefolderforreview.Afterall,afolderthathasbeenreturnedtotheagentwillmostlikelyneedtobereviewedagainafterchangesweremade!

Bydefault,dotloopsetsyourbusiness+accountupwithfullyfunctioningworkflowsforBuyingandListingtransactions.Whilethesemaysuittheneedsofmanyaccounts,wealsogiveyoutheoptiontocompletelycustomizeyourworkflows.

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Addingstagestoyourworkflows:

Whenyouaddanewstagetoyourworkflows,chooseanamethatdescribesthestage.Youalsohavetheoptiontosetthestageasadefaultstage,whichwetalkedaboutabove.ClickingCreateStagewillresultinthatstagenowbeinglistedinthisworkflow.Inthisexample,itwouldbecreatedinmyListingworkflow.settingresubmitlogicforstages:Resubmitlogicisreallyjusthowafolder’sstagewillflowintoanotherstagewhenanagentsubmitsthatfolderforreview.

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Above,IhavechosentosettheresubmitlogicforastageIcreated,MyNewStage.IwantthisstatustochangetoNeedsReviewwhentheagentsubmitsafolderthatisinMyNewStageforreview.It’sassimpleasthat.

Alternatively,youcanclearanylogicalreadyappliedtoastagebyclickingClearResubmitLogic.Forexample,ifyouhaveresubmitlogicsetupforyourApprovedstage,youcouldclearthelogicbecauseyoumostlikelydonotwantagentschangingApprovedfolders.

Youcanalterorcleartheresubmitlogicforanystage.

Customnotificationsforworkflowstages:

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Inthisscenario,IhavechosenthatIwantallofmyimmediateadminstobenotifiedwhenafolder’sstageischangedtoNeedsReview.Inthiscase,itisnotnecessarytocheckmarkanyofmyadminsbecausethey’reallgettingthenotification.However,let’ssaythereisareviewstagethatyouonlywantoneadmintoseenotificationsfor.Youwouldsimplyonlycheckmarkthatparticularadmin.Youandyourotheradminswouldnotbenotifiedwhenanagent’sfolderhadmovedintothatparticularstage.Youcandothiswithanyreviewstage.

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peoplemanagement:Thepeoplemanagementfeatureallowsadminsaviewofallagentsinthebrokerage,theabilitytoaddandremoveagents,andtograntadminaccesstothebrokerage.Note:inthisexampleDOTLOOPDASHBOARDiswhatiscalledtheCompany;thisiswhereyouwilltypicallyaddadmins(unlessyourcompanyhasmultipleoffices).TheindentedoptionnamedLOOPEROFFICEiswhatiscalledtheOffice;hereyouwilladdyouragentsandofficeleveladmins.

• Easilyviewifanagenthasloggedinandhowrecently.• Uploadanagentrostertoquicklysetupyouragentsandattachthemtoyourbrokerage.• Createacustommessageforyouragentswelcomingthemtodotloop.

addingnewadmins:

Toaddnewadminstoyourbrokerage,firstmakesureyourbrokeragenameisselectedinthelefthandnavigationmenu(theCompanyoption),thenclick“AddPerson”.Hereyouwillenterintheuser’sdetailsincludingFullNameandEmail,select“Addasadmin”andenterinacustommessagewelcomingthemtodotloop!

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You’llnoticethatwhencheckingtheboxtoaddasadmin,somenewoptionsappear.Withthesecheckboxes,youcanlimitwhatadminrightsthepersonyouareaddinghas.

addingmultipleagents:Toimportalistofnewagents,beginbyselectingtheofficeyouwishtoaddthemtointhelefthandnavigationmenu,thenfromthedropdownmenunextto“AddPerson”clickimportpeople.Fromtheimportpeoplewindowyouwillbegiventheoptiontodownloadourimporttemplatefileoruploadonewhenyourready.

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Followthesameformatseenintheexampletemplate:Firstname,Lastname,emailaddressandrole.Therolecolumncontrolswhatlevelofaccesstheuserwillhave.The“admin”roleautomaticallygivestheuseranadminprofileforyourbrokerageorofficedependingonyourselectioninthelefthandmenu,the“user”rolewillgivethemandagentaccountattachedtoyourbrokerage.Lastly,wewillneedtomakesuretoincludeacolumnforBrandID.ThiscolumniswhereyoucanaddyouragentsassociatedBrandIDifapplicable.Ifnotapplicable,thiscolumnmuststillbeincludedontheform(andcanbeleftblank).

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Oncethetemplateissuccessfullyuploadedyouwillreceiveaconfirmationmessage,thismessageincludesthenumberofrecognizedusersandanyduplicatesthesystemsees.Anyduplicateuserswillnotbeaddedtoyourbrokerage.Youalsohavetheoptiontosendacustommessagetothenewuserswelcomingthemtodotloop.Uponreceivingthewelcomeemailuserswillseeyourcustommessageandalinktakingthemtotheiraccountregistrationpagewheretheywillcreateapasswordandlogdirectlyintotheirnewaccountattachedtotheirbrokerage.

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addingsingleagents:Addingasingleagentissimilartoaddinganadmin.Makesuretoselecttheofficefromthemenuontheleft,andselect“AddPerson”.TypethepersonsFullNameandEmail,leaving“Addasadmin”unchecked.Youcanalsotypeacustommessagehere.Last,clicktheAddPersonbuttonatthebottomright,andthiswillsendanintoemailtoyournewagent!

removingpeople:Ifyouneedtoremoveanyusersfromyourbrokerageusethe“Remove”optionfromthedropdowntotherightofanyoneunderyourpeoplemanagementsection.Clicktoconfirmyourchoiceandtheuserwillnolongerhaveaccesstotheloopsordocumentscreatedundertheprofileassociatedwithyourbrokerage.

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ProTips

• Someagentsalreadyhavedotloopaccounts,thisisok,justsimplyaskthemwhattheemailaddressontheiraccountis.

• Ifyouhaveaddedanagentwiththeincorrectemail,simplyremovethem,andaddthemagainwiththenewemail.

• Ifyounoticetheagentsprofileappearstonotbeconnectedtotheoffice,eventhoughyoujustaddedthem,ensurethattheyhavetheproperprofileselected,orthattheyareloggedinwiththecorrectemailaddress.

TSPsdotloophasabuilt-insectionwithinyouraccountwhereyoucankeeparolodexofserviceprovidersyouworkwithonaregularbasis.AddingyourTrustedServiceProvidersmeansconnectingyourhomebuyersandsellerswiththeserviceprovidersyoutrustandrecommend.It’slikethelistofserviceprovidersyoualreadyprovidetoclientswithoutthepaperandhassle.

Withyourbusiness+adminprofileyoucancreatebrokeragelevelTrustedServiceProvidersthatwillappearinallofyouragent’sloops.Ifanyofyouragentswouldalsoliketoaddserviceproviders,theycommonlycollaboratewiththeyhavetheabilitytodosoaswell.

howdoTrustedServiceProviderswork?TrustedServiceProvidersarepeopleinyourindustrywhocanprovideservicestoyourclients,suchaslenderormovingservicesforrealestate.WhenyouconnectwithaTrustedServiceProvider,theyappearinallofyourloopswithconvenienticonsthatdisplaytheirprovidedservice.

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Beforeyouclickonanicon,onlyyouwillseetheTrustedServiceProvidersinyourloop.Clickingontheserviceiconandselectingaserviceproviderwillpullthemintoyourloopwithyourclients,andyou'llactuallyseetheconnectedTrustedServiceProvideraddedtothePeoplesectionofyourloop.Theserviceproviderwillreceiveanemailstatingyouwanttoconnectwiththem,andthat'sit!Oncetheyareaddedtotheloop,youcanbeginsharingdocumentsbetweenyou,yourclients,andtheTrustedServiceProvider.addingyourTrustedServiceProviders:NavigatetothePeopleSectionofyouraccount,theiconisalittleheadandshouldersinthemiddleofthesixiconstothetoprightofanypageindotloop.FromhereyouwillimmediatelybeplacedintheTrustedServiceProvidersportionofyourPeopleSection.

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ChoosetheproperindustryforyournewTrustedServiceProviderandsimplyclicktheAddbutton.Youwillbepromptedtoentertheirinformation.

ClickAddProvider(thistextwillalsodisplaythetypeofproviderselected)onceyouhavecompletedfillingoutthenecessaryinformation.Yourserviceproviders’loopsandconnections:WithinthePeopleSectionofyouraccount,whenviewingyourTrustedServiceProviders,youcanviewhowmanyloopsthey'vebeenincludedinandhowmanyconnectionshavebeenmadeinthepast30days.

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contacts:TheContactsSectionofyourdotloopBusiness+accountisapowerfultoolthatrememberseverycontactyou'veaddedtoaloop,italsohastheabilitytoautofillanypreviouslyaddedcontact'sinformationtodocumentswithinyourloop.Wheneverweaddanyonetoaloopwewillentertheirfirstandlastname,typicallytheiremailaddress,andtheirrole.dotlooptakesthisinformationandusesittoautofillyourdocumentsforyou,butitalsoaddsthispersontoyourContacts.Thisisimportantbecauseanytimeyouaddthatsameindividualtoaloopinthefuture,dotloopwillpredicttheirinformationafteryoukeyinafewcharactersoftheirnameoremail.YoucanalwaysviewyourcontactsbyclickingthethePeopleiconatthetoprightofanypageindotloop.OnceinyourContacts,youhavetheabilitytoedittheirinformationordeletethem,byclickingthedropdowntothefarrightoftheirname.

YoucanalsoaddaContactheretokeeparecordoftheirinformationortouseinalooplaterbyclickingon+AddPerson.

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dashboardcustomization:branding:Brandingyourbusiness+accountallowsyoutochangethecolorofthebanneracrossthetopofthepageaswellasthelogothatappearsinthetopleft.TomakethesechangesnavigatetoyourMyAccountpageonyouradminprofile.

BydefaultweareontheMyProfilepagewherewecanuploadalogoforourcompanybyclickingAddLogoontheleft.

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TochangeyourcolorschemesimplyclickBackgroundColorandgridofavailablecolorswillbepresented.Makeyourselectionandthechangeswillbeviewableimmediatelyonyouraccountaswellasallothermembersofyourbusiness+account.

API:dotloop'sapiallowsyoutheabilitytopushdatageneratedindotloopintoanothersystem.Thisfeaturemustfirstbeactivatedbyyoursuccessmanageratdotloopsomakesuretoreachouttoyourcontactifyouwishtointegratethisfeatureintoyouraccount.YoucanaccesstheapikeyfromtheMyAccountsectionsonyourbusiness+profile,thiskeycanbeusedbytheothersystem’sdevelopmentteamtopulldataoutofdotloopandputitintotheirsystem.Othersystemscannotpushdataintodotloopviaourapi.SSO(SingleSignOn):AnothergreattooltomakelifeonyouandyouragentsmucheasierisourSingleSignOnorSSO.Thisfeatureonlyavailableforbusiness+allowsyoutocreatealinkfromyourcompany'sintranettobeabletobedirectlytakenintoyourdotloopaccountandalreadybeloggedin.SSOwillallowyoutostreamlineyourcompany'soperationsandactions.PleasetalktoyourSuccessManagerformoreinformation.

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successplanning:Itgoeswithoutsayingthatastrongunderstandingofhowthedashboardworksisimportanttoyoursuccess.However,individualsystemknowledgedoesn’tguaranteesuccessalone.Preparingyourofficestaffandagentsdoesrequireproperplanningandmessaging.Don’tpanic!We’velaunchedthousandsofofficesjustlikeyoursandhaveidentifiedkeystepsandconsiderationsforyoutofollow.Inthissectionwewilllistoutthesestepsandsummarizethemintoageneraltimeline,providingyouwithsolidguidelinestoreworkforyourspecificneeds.aligningongoals:Thefirststepistoclarifyyourgoalswiththerestoftheofficestaff.dotloop’sdashboardisastand-aloneproduct.Inotherwords,agentsdonothavetouseesignatures,tasks,collaboration,etc.foryoutorequirecompletedfilestobesubmittedviadotloop.Sothereisonekeyquestionwithregardstohowtheofficeasawholewillusedotloop–willdotloopbetheoneplaceforfilesubmission,review,andstorage?Aslongastheanswerisyes,thenyouareonyourwayto100%adoption!settingadate:Assoonasyoucanlogintoyourdashboard,youcanstartusingdotlooptoreview,track,andstoreallofficetransactions.However,youwillwanttosetrealisticexpectationswithyouradminsandagentsastowheneveryonewillbeonboard.Herearetheprimaryconsiderationswhensettinganoffice-wide‘golive’date.interactivedocumenttemplates–Ifyouareplanningtouploaddocumentstobemadeavailabletoyouragentsasinteractivetemplatesandyouwouldlikethesetemplatestobeavailablebyyour‘golive’date,thenyouwillwanttouploadthemtodocspot(Templates>Documents)assoonaspossible.Thereisa3-5businessdaywindowforyourdocumentstobeaccessibleafterupload.training–Ataminimum,youragentswillneedtobetrainedonthebasicsinordertounderstandthenewsubmissionprocess.WeofferliveonlinewebinarsmultipletimesperweekandsomeoptionsforonsitetrainingthroughourownTrainingDepartmentordotCertifiedConsultants(optionswillverybasedonsizeandlocationofoffices).Followingagenttraining,werecommenda2-4weekgraceperiodforagentstograspthenewsubmissionprocesswhiletheytransition.

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othertechnologies–Ifyouplanondiscontinuingacurrentservicethatwillbereplacedbydotloop,youwillwantmessagethisclearlytotheagents,andincludesometimefortransition.Ifcurrenttechnologieswillstillbeavailable,remindtheagentsthatdotloopisstillthefinalsubmissionportal,regardlessofwheretheyfillout,sign,orstoredocumentspersonally.organizingyouroffice:Youunderstandthevalueofdotloopandhaveestablishedyourgoalsandtimeline,nowit’stimetoassemblethekeyplayers.Alladminsandbroker/managersinvolvedinreviewingtransactionswillneedtounderstandtheirpartondotloopsothatyouarereadyforagentfilesubmissions.Thebestwaytoensurethattheofficestaffisreadyistoschedulegrouptrainingandpracticesessions.Createfakelistingandbuyingfolders,submitthemforreview,andmovethemthroughtheonlinereviewprocess.Youmayalsoconsiderbringingafewkeyagentsintotheseearlypracticesessions.Theywillhaveadifferentperspectiveandwillbeabletoaskkeyquestionsabouthowyouwillnotifythem,whattheexpectationsare,etc.Documentthesequestionsandanswerssothatyoucanincludethemintoyourmessagingtotherestoftheagents.messaging:Your‘golive’date,trainingoptions,andotherspecificsthatweredocumentedwhilepracticingwithyourofficeshouldbemessagedclearlyandoften.Whilemessagingyouragents,don’tforgettoincludethe‘why’.It’simportantthattheagentsandyourstaffunderstandtheendgoalandoverallvalueofhavingeveryoneondotloop.Messagingcanbeeasilyoverlookedandyoumaynotknowwheretostart,whichiswhywehaveemailtemplatesforyoutouseifyouneedalittlehelp.sampleplan:Nowthatwe’velaidoutthekeyplanningconsiderations,let’sputthemalltogetherandbackourselvesintoa‘golive’date.Inthisexample,MaryisoneoftwoadminsatABCRealty.Mary’sbroker(Bob)wantsflexibilityandrecognizesthatagentsdotoo.Bobhassignedupfordotloopsothathecanreviewfilesfromanywhereandhealsolikesthetimesavingbenefitsthatitprovideshisagents.Heplansonusingdotloopasanewrecruitingtooltoattractprogressive,top-producingagentsandhetrustsMarytotaketheleadontransitionalmatters.Sofar,Maryhasreviewedthismanualandcameupwiththefollowing4-weekplan:week1:-MeetwithJohn(secondadmin)toestablishwhowillbeinchargeofuploadingdocuments

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intodocspotandensuredocumentsareuploadedbytheendoftheweek.Alsodecidewhowillbecreatinganydocumentsetsandtasktemplates.-AttendtheonlineAdmintrainingwebinarswithJohn,createafewpracticeloopstogether,andrunbothbuyingandlistingfoldertypesthroughtheonlinereviewprocess,documentingquestionsalongtheway.ReachouttoSuccessManagerwithanyquestions!-Sendanemailtoallagentsnotifyingthemthatwewillbeusingdotloopasouroneplacetosubmittransactionsforreview,starting4weeksfromtodayonmm/dd/yyyy.Theemailwillprovidelinkstoupcomingtrainingwebinarsandwillservetoexcitetheagents,lettingthemknowthatfurthermessagingandinstructionsareontheway.-Invite2-3tech-friendlyagentstoatrainingmeetinginweek2inordertoshowthemhowtosubmitforreviewandtoseewhatquestionstheymayhaveaboutthenewprocesses.week2:-Ensurethattasktemplates(adminchecklists)havebeencreated.-Meetwiththe2-3selectedagents,teachthemhowtosubmitforreview,andhavethemrunafewfoldersthroughtheonlinereviewprocess.Makesuretheyarehelpingtogettherestoftheofficeexcitedaboutdotloop.DocumentquestionsandbestpracticesalongthewayandreachouttoyourSuccessManagerwithanyquestions.-Sendanemailearlyintheweektoalloftheagentsnotifyingthemthatofficetrainingwillbeheldonmm/dd/yyyy(oneweekfromthedateoftheemail)toshowthemhowtosubmitfilesforreviewandtoletthemknowaboutalloftheagentfeaturesthatarealsoavailable.week3:-Ensurethatalldocumentsareavailable.Createalistingandsalefolders(documentsets)andLoopTemplatesfortheagentsbytheendoftheweek,aswellasanyTaskTemplatestheymightneed.-Asktheagentsthatwetrainedearlierhowtheyarecomingalongandrefine/documentanyprocessesasnecessary.-Sendreminderemailtoagentsabouttrainingandattachspecificinstructionsaboutthebasicsofouronlinesubmissionrequirementsandanyspecificsthatwehavedocumentedalongtheway.-Holdthescheduledtrainingforallagents.week4:-Posthelpfuldocumentsabovetheofficescannerandoncommunityboardsremindingagentsthattheycanscandocumentsdirectlyintotheirdotloopaccounts.AlsoremindthemthattheycansplitthePDFsaftertheyaddthemtoaloop.-Sendanemailremindingagentswheretheycanfindadditionaltrainingvideosandprovidedotloop’ssupportnumberagain.Alsoremindagentsofthe‘why’(valueofdotloop)andremindthemofthe‘golive’date(endoftheweek).-Continuesendingongoingemailstoclarifycommonquestions,sharenewdotloopfeature

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releases,andshareagentsuccessstories.Alwaysremember,yourSuccessManagerisheretohelpwithanycustomization,reviewprocessesandgeneraladminquestions!Don’tforgettovisitsupport.dotloop.comforinstructionalvideos,additionalcontentand

furthertrainingresources!

HappyLooping!