How to set up:

  1. To activate the integration login to Wise Agent, and click on the Integrations dropdown at the top of your screen, select "Settings" in the dropdown.

  2. From the Integrations page click on the Dotloop sub-heading and click “Connect to Dotloop”.  

  3. This will open the Dotloop Login - You will need to enter your Dotloop Login information and click Sign In

  4. Click the [APPROVE] button to approve the Dotloop integration.

  5. Once approved the Dotloop account information will be displayed on your integration menu

There are certain types of profiles in Dotloop

  • INDIVIDUAL
  • TEAM
  • OFFICE
  • COMPANY
  • ASSOCIATION
  • NATIONAL_PARTNER

Dotloop's API only allows access to INDIVIDUAL profiles, even though the user has access to the profiles of either OFFICE or COMPANY profiles that have their templates. This means the integration will only work properly for members with an INDIVIDUAL account.

Individual profiles are the agent profiles, while the company and office profiles are the "overseer" profiles (they can access all the loops of all the agents within their organization on Dotloop's end). Only individual profiles can utilize the ability to create a loop within the CRM system through integration. This means only individual profiles can create loops through Wise Agent, but, office or company profiles will not be able to.

Here's a link to our Blog and video tutorial on Dotloop: https://wiseagent.com/blog/wise-agent-partners-with-dotloop