<p><img alt="" src="/images/blog/Dotloop%20Wise%20Agent%20Integration%20Blog.png" style="width: 1000px; height: 525px;" />&nbsp;</p> <p dir="ltr">When it comes to real estate technology, seamless integrations steal the spotlight. Wise Agent CRM, your go-to for customer relationship mastery, seamlessly joins forces with Dotloop, a transaction management powerhouse. This integration creates a unified solution, increasing organization and productivity for real estate agents and brokers.</p> <h3 dir="ltr">Revolutionizing Transactions with Dotloop:</h3> <p dir="ltr">Meet Dotloop, the revolutionary force in real estate transaction management. From document inception to e-signatures, Dotloop centralizes the transaction process. Now, with integration into Wise Agent CRM, the benefits go beyond just transactions &ndash; it&#39;s a holistic embrace of comprehensive client relationship management.</p> <h3 dir="ltr">Effortless Data Sync:</h3> <p dir="ltr">One advantage of the Wise Agent CRM and Dotloop integration is the magic of effortless data synchronization. Watch as client information flows seamlessly from Dotloop to Wise Agent, ensuring your records are always up-to-date. Say goodbye to the hassle of manual data entry and welcome accuracy and time savings with open arms.</p> <h3 dir="ltr">Efficient Task Management:</h3> <p dir="ltr">Witness the symphony of Wise Agent CRM&#39;s robust task management harmonizing with Dotloop&#39;s transaction workflow. Start a loop from a client&rsquo;s contact summary page in Wise Agent or effortlessly add contacts to an existing loop. Set reminders, track deadlines, and easily manage tasks &ndash; ensuring no crucial step is overlooked. This streamlined approach boosts productivity and minimizes the risk of errors.</p> <p dir="ltr"><span style="text-align: center;"><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/KhA6q1XTtLw" title="YouTube video player" width="560"></iframe> </span></p> <h3 dir="ltr">Implementing the Integration:</h3> <p dir="ltr">Integrating Wise Agent CRM with Dotloop is a breeze. Agents can access the integration through the Wise Agent CRM dashboard, seamlessly connecting their Dotloop account. Once combined, these platforms collaboratively provide a unified, hassle-free experience, putting efficiency at the forefront of your real estate workflows.</p> <p dir="ltr">&nbsp;</p> <h2><span style="text-align: center;"><b>Easily Connect your dotloop and Wise Agent accounts</b></span><span style="text-align: center;"> </span></h2> <ol> <li>Once logged into your Wise Agent, go to the Settings from the Integrations drop-down</li> <li>Under the dotloop tab, click Connect to dotloop &nbsp;&nbsp;&nbsp;&nbsp;</li> <li>Sign in or create an account and approve the terms</li> </ol> <p><img alt="" src="/images/blog/image3-1024x521.png" style="width: 800px; height: 407px;" /></p> <h2><b>Start a Loop from Contact Summary Page</b></h2> <p><img alt="" src="/images/blog/Dotloop%20Wise%20Agent%20Integration.png" style="width: 1000px; height: 525px;" /></p> <ol> <li>Choose the contact that you wish to add to a loop</li> <li>From the Contact Summary, click on the Actions drop-down menu and go to Start dotloop</li> <li>Decide whether you wish to add this contact to an existing loop or if you want to create a new one altogether</li> </ol> <p><img alt="" src="/images/blog/Wise%20Agent%20Dotloop%20Loop%20Activity.png" style="width: 1000px; height: 579px;" /></p> <h2><b>Start a Loop from Property List</b></h2> <p><img alt="" src="/images/blog/Properties%20wise%20agent%20dotloop.png" style="width: 1000px; height: 464px;" /></p> <ol> <li><span>Go to the Property List</span></li> <li><span>Click on the property that you want to link to a loop</span></li> <li><span>Find the dotloop Icon</span></li> <li><span>Decide whether you want to add the property to an existing loop or if you wish to create a new loop</span></li> </ol> <h2><b>Import dotloop Contacts into Wise Agent</b></h2> <p><img alt="" src="/images/blog/dotloop%20import%20wise%20agent.png" style="width: 1000px; height: 393px;" /></p> <ol> <li><span>Click Contacts, then Import/Export</span></li> <li><span>Click the &ldquo;dotloop&rdquo; button under the Import Contacts section</span></li> </ol> <p><span>If you have any questions about this partner integration or anything else in Wise Agent, reach out to us at &ldquo;<a href="https://wiseagent.com/contact-us.asp">Contact Us</a>&rdquo;.</span></p> <div class="hideOnWA">&nbsp;</div>

 

When it comes to real estate technology, seamless integrations steal the spotlight. Wise Agent CRM, your go-to for customer relationship mastery, seamlessly joins forces with Dotloop, a transaction management powerhouse. This integration creates a unified solution, increasing organization and productivity for real estate agents and brokers.

Revolutionizing Transactions with Dotloop:

Meet Dotloop, the revolutionary force in real estate transaction management. From document inception to e-signatures, Dotloop centralizes the transaction process. Now, with integration into Wise Agent CRM, the benefits go beyond just transactions – it's a holistic embrace of comprehensive client relationship management.

Effortless Data Sync:

One advantage of the Wise Agent CRM and Dotloop integration is the magic of effortless data synchronization. Watch as client information flows seamlessly from Dotloop to Wise Agent, ensuring your records are always up-to-date. Say goodbye to the hassle of manual data entry and welcome accuracy and time savings with open arms.

Efficient Task Management:

Witness the symphony of Wise Agent CRM's robust task management harmonizing with Dotloop's transaction workflow. Start a loop from a client’s contact summary page in Wise Agent or effortlessly add contacts to an existing loop. Set reminders, track deadlines, and easily manage tasks – ensuring no crucial step is overlooked. This streamlined approach boosts productivity and minimizes the risk of errors.

Implementing the Integration:

Integrating Wise Agent CRM with Dotloop is a breeze. Agents can access the integration through the Wise Agent CRM dashboard, seamlessly connecting their Dotloop account. Once combined, these platforms collaboratively provide a unified, hassle-free experience, putting efficiency at the forefront of your real estate workflows.

 

Easily Connect your dotloop and Wise Agent accounts

1. Once logged into your Wise Agent, go to the Settings from the Integrations drop-down
2. Under the dotloop tab, click Connect to dotloop     
3. Sign in or create an account and approve the terms

Start a Loop from Contact Summary Page

1. Choose the contact that you wish to add to a loop
2. From the Contact Summary, click on the Actions drop-down menu and go to Start dotloop
3. Decide whether you wish to add this contact to an existing loop or if you want to create a new one altogether

Start a Loop from Property List

1. Go to the Property List
2. Click on the property that you want to link to a loop
3. Find the dotloop Icon
4. Decide whether you want to add the property to an existing loop or if you wish to create a new loop

Import dotloop Contacts into Wise Agent

1. Click Contacts, then Import/Export
2. Click the “dotloop” button under the Import Contacts section

If you have any questions about this partner integration or anything else in Wise Agent, reach out to us at “Contact Us”.