How do I activate the Dotloop integration?

Integrate your account with Dotloop to sync loops with your GO! transactions with ease!

Yes, Preclose GO! has an easy integration with Dotloop. Dotloop is one of the most utilized systems by brokerages, teams, and agents alike for document storage, e-signing, and compliance. Syncing your Preclose GO management system with Dotloop will create an easy transfer of information so you can focus on the file rather than the set-up!

To link your Preclose GO! account to Dotloop, first select "My Profile" at the top right corner of your screen. From here, scroll to the bottom of the page to see the option to connect Dotloop.

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Scroll to the last section labeled "Dotloop."

NOTE: The Dotloop integration feature is available only on the Pro and Broker plan. If you are on the Basic plan you will need to upgrade to the Pro plan to activate the integration.

 

Click on the “Connect” button to sign into your Dotloop account.

 

Once signed in, APPROVE the integration.

 

Voila! If the integration was successful you'll see the dotloop icon with a green checkmark next to the word Connected, indicating your dotloop account is integrated on your profile page. 

If you wish to deactivate the integration, simply click on “Disconnect”.

 

To learn more about the Dotloop integration, search Dotloop in our support desk for additional videos and articles.