How to set up:
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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.
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From the Integrations page click on the Dotloop sub-heading and click “Connect to Dotloop”.
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This will open the Dotloop Login - You will need to enter your Dotloop Login information and click Sign In
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Click the [APPROVE] button to approve the Dotloop integration.
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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 profile