BrokerSumo offers brokerages the ability to sync their agent's loops into BrokerSumo.
How to Setup the Dotloop Integration
To activate the integration go to Settings > Integrations and click the Dotloop Integration button.
On the next page you'll have two options:
Company/Admin Account Sync
If you have a company/admin Dotloop account that holds all of your agent's loops, click the Company/Adin Account Sync button. This will allow you to sync your Dotloop admin account and pull all the loops from that account.
On the next page you'll be asked to enter your Dotloop credentials to authenticate the connection between Dotloop and BrokerSumo. Once that is completed you'll be taken the the page to sync the loops.
Choose a close date to sync data from that date going forward, then click Sync Dotloop. Once the sync is completed you'll see a log of the data we synced and if we didn't sync a loop, you'll see Error messages telling you why. We only sync loops that meet our required field criteria which you can find at the bottom of this article.
Agent Account Sync
If you don't have a company/admin Dotloop account, click Agent Account Sync.
On the next page click the box Sync Dotloop Data to activate the sync and select a close date for how far back in Dotloop you want to sync your loops.
You'll see a list of all your agents in BrokerSumo on this page. Each agent has to authenticate their Dotloop account in order for their loops to sync. Once an agent has authenticated their Dotloop account, they will be shown as Active on this list.
You'll want to instruct your agents to log into their BrokerSumo Agent Portal, go to Settings > Integrations and click the Authenticate Dotloop Integration button.
Now that your agent has authenticated their Dotloop account you can go back to your Dotloop integration page and click the Sync Agent Loops button to sync the loops.
What data will be synced from Dotloop to BrokerSumo?
BrokerSumo will sync the address, close date, commission info, buyer, seller and MLS info from Dotloop. If your loop is missing some of this data in Dotloop, it won't sync until those fields are completed. While you are working through the deal in Dotloop, if you change info such as the close date, sales price, etc... the next time you sync your loops, that data will be updated in BrokerSumo. When you are ready to close your transaction, do one last sync, and then the data in BrokerSumo will be updated and ready for you to run a commission disbursement and get paid. Once a commission disbursement has been created and saved, the transaction will no longer be updated with new data from Dotloop.
Here are the fields we require to be completed in Dotloop before it will sync into BrokerSumo.
For the Broker Sync Only:
In the People section of your loop you must assign the agent.
For listings the role should be Listing Agent.
For buyers the role should be Buyer Agent.
For Listing for Lease the role should be Listing Agent.
For Lease the role should be Tenant Agent.
For Broker and Agent Sync:
Transaction type needs to be the following- Purchase = Selling, Listing for Sale = Listing, Listing for Lease and Lease = Rental
It will not sync over transaction type Other or Real Estate Other
Street Number, Street Name, City, State, Zip:
Sale Price, Sale Commission Split % - Buy Side and Sale Commission Split % - Sell Side, or Sale Commission Split $ - Buy Side and Sale Commission Split $ - Sell Side. You don't need both the % and $ commission sections completed, just one of them.
For Lease deals you'll need the address fields and:
Rent and Rent Commission Amount:
and Occupancy Date:
Once you've synced a loop to BrokerSumo, if you go into the transaction in BrokerSumo you'll see a button at the bottom of the transactions page that says Dotloop Update.
Click that and we will pull in the latest info from Dotloop. This button will no longer appear once a commission disbursement has been created.