Save Time by Making Dotloop's Experts an Extension of Your Team
Dotloop PRO. Your Helping Hand.
- Custom Document Templates
- Access to the Certified Looper Course
- Field Calculations
- Expedited Services and more
Premium Services
Get a free 5-min consultation, today!
We'll Do The Heavy Lifting
Every brokerage and team has unique business needs but they don't always have the time or resources to execute. That's where dotloop PRO comes in.
Document Templates
In addition to forms provided by your association, you will have access to the document creation team to assist you with building out professional looking customized document templates. These documents can include PDFs provided by your office, team, organization, or something you’ve made yourself.
Personalized Training
As a Premium User, you will have access to personalized training and training materials.
Field Calculations
Field Calculations are similar to formulas found in spreadsheets. They’re commonly used in: Buyer/Seller Estimated Net Sheets, Commission Disbursement Requests/Authorizations, and Purchase/Sales Contracts.
Expedited Service and Support
Gain access to a VIP queue for admins and agents when calling into dotloop Phone Support and when submitting new documents to be set-up. Think of it as a “fast pass” at an amusement park where you bypass the long lines. Estimated project times are:
- New documents to set up: 1-3 business days
- dotloop PRO Template Projects: 3-5 business days
- Phone Support: Next Available Representative.
Frequently Asked Questions
Can I set up Loop Templates?
No. Features like Loop Templates and Workflows are available on a Business+ or Teams dashboard. If you are curious about upgrading your account, please reach out to your Sales Consultant.
Can I customize my dotloop account myself?
Absolutely. If you want to do the work yourself, check out our resource center for help.
Can you apply my logo to my document templates as part of dotloop PRO?
No. The dotloop PRO Team is not able to modify the verbiage of a PDF on your behalf. This includes applying static images such as a logo. If you would like documents in dotloop to have your logo, you will need to apply it before submitting the PDF to be made interactive within the dotloop system.
How do I schedule an appointment with the dotloop PRO Team?
Once you have subscribed to dotloop PRO, you will have a dotloop PRO Discovery Call via Zoom. Your dotloop Sales Consultant or Partner Success Manager can help schedule this. This call is our introduction to you to find out what types of services you would like to utilize. After the call, you will receive an email with links to the different appointment types. These links can be sent again upon request at any time. All dotloop PRO calls are conducted via Zoom for easy screen share by both parties.
Will I have one point of contact for dotloop PRO?
The dotloop PRO Team is a small but mighty team. To ensure that you receive help quickly, calls scheduled will go through a round robin for the first available dotloop PRO Representative. Detailed notes about previous conversations and projects are kept to ensure you have a productive meeting no matter with which team member you speak.
Does the dotloop PRO Team handle phone support?
No, the dotloop PRO Team can be reached via email or by scheduling a Zoom appointment.
In situations where you need immediate assistance, please reach out to our amazing Partner Experience Team at 1 (888) 368-5667. With the dotloop PRO subscription, admins and agents are placed into a VIP Support Queue for the next available Partner Experience Team Member.
