To activate the integration, go to Settings > Integrations and click the 'Dotloop Integration' button.

You'll then see 2 options.

Please Note: The Agent sync type must be used if the Dotloop account type is Dotloop Teams. For Dotloop Premium and Dotloop Business+ please use the Company Admin sync.

If you have a Company/Admin Dotloop account that holds all Agent loops, click the 'Company/Admin Account Sync' button. This will allow you to sync your Dotloop Admin account and pull all loops from that account.

You'll be asked to enter your Dotloop credentials to authenticate the connection between Dotloop and CORE BackOffice. Once that is completed you'll be to sync the loops.

Choose a close date to sync data from that date going forward, then click 'Sync Dotloop'. Once completed you'll see a log of the synced data. Any loops that do not sync will have an error indicating why.

Please Note: The 'Check Status' button will only appear on the Agent's side.

If you don't have a Company/Admin Dotloop account, select 'Agent Account Sync'.

Click 'Sync Dotloop Data' to activate the sync and select a close date for how far back in Dotloop you'd like to sync loops. 

You'll see a list of all the Agents in CORE BackOffice 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 CORE BackOffice Agent Portal, go to 'Settings' > 'Integrations', and click the 'Authenticate Dotloop Integration' button. 

Once an Agent has authenticated their Dotloop account you can go back to your Dotloop integration page and click the 'Sync Agent Loops' button.

For a successful Dotloop sync, please click the 'Check Status' button immediately after the 'Sync Dotloop' button. Then continue to click 'Check Status' every so often until this completes.

IMPORTANT: Do not refresh your page or leave the page as this is syncing. If you get to the Dotloop page and an old sync is still trying to run, please click 'Cancel' to start again.

If your loop is missing some of this data in Dotloop, the loop will not sync. Once those fields have been added, the sync will complete successfully.  

While you are working through the deal in Dotloop, if you change info (such as the close date or sale price) the next time you sync your loops, that data will be updated in CORE BackOffice. 

When you are ready to close your transaction, do one last sync. The data in CORE BackOffice will be updated and ready for you to run a commission disbursement and get paid. 

Please Note: Once a commission disbursement has been created and saved, the transaction will no longer be updated with new data from Dotloop. 

It will not sync over transaction type Other or Real Estate Other.

Street Number, Street Name, City, State, Zip:

Buy Side: Sale Price, Percent (%) or Flat Amount ($)

Sell Side: Sale Price, Percent (%) or Flat Amount ($)

Please Note: You only need either the Buy or Sell Side respective to the transaction type - not both.

Close Date:

For Lease deals, you'll need the address and the following fields.

Rent and Rent Commission Amount

and Occupancy Date:

Once you've synced a loop to CORE BackOffice, you'll see a button at the bottom of the transactions page that says 'Dotloop Update'.

Click this button and the latest info from Dotloop will be synced to CORE BackOffice. This button will no longer appear once a commission disbursement has been created.

Have more questions or need assistance? Please reach out to Customer Support via the blue chat bubble to the right or by emailing cbosupport@insiderealestate.com!