Step 1: Connecting Your Dotloop Account to Your Wise Agent
1. To activate the integration, log in to Wise Agent, and click on the Integrations dropdown from the side-navigation bar, then select "Settings" from the dropdown.
2. From the Integrations page, select the Dotloop sub-heading, then click “Activate”.
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
Step 2: Importing Your Dotloop Contacts
1. From the sidebar, select the "Contacts" drop-down, then select "Import/ Export".
2. Once on the "Import and Export" page, under "Import", select "Dotloop".
3. Once selected, select your category, source, and method preference, then click "Import' & that's it!
Here's a link to our Blog and video tutorial on Dotloop: