Dotloop Defaults

Dotloop Defaults are available for everyone who has activated the Dotloop add-on.

To access these settings by following the steps below.

1. Go to the profile icon at the top right of your screen.
2. Select Apps from the dropdown.
3. Click Settings on the Dotloop card.
4. This will take you to the Dotloop Defaults page.

Auto-Create Deals

1. To turn on this feature, enable the toggle
   Note: Draft deals created here will not be synced as dual deals in SkySlope Books.
2. Next, you will add any Dotloop profiles and loop statuses you want to auto-create by clicking the + icon.
3. Any deal that meets these conditions will be auto-created in SkySlope Books. You have the following options:
   1. Transaction Type: You can choose between the different Dotloop transaction types
   2. Loop Status: You can choose between the different Dotloop statuses
   3. Enable Notifications: Enabling this option means you get a notification every time a deal is auto-created in SkySlope Books
   4. Note: Everyone who has the View Any Deal permission in Roles will get this notification.
4. Once you have selected your profile, transaction type, and loop status, click Save & Go To SkySlope Books
   Note: Auto-create runs every 5 minutes.
5. Any new deals in Dotloop that meet the criteria will now be auto-created in SkySlope Books.

Map Profiles to Divisions

This option lets you map your Dotloop profiles to divisions in SkySlope Books so that every time a profile creates a loop when it is synced to SkySlope Books, the deal is part of the selected division. You will see all your Dotloop profiles here.

Every time a deal is created by the default profile in Dotloop gets synced in SkySlope Books, it will be part of Division Two.

Updated August 21, 2023 20:42