Dotloop to SISU Synch Bot Functionality
By default this is a 1 way synch that runs every 5 minutes. The Bot checks for new Loops created or updated in DotLoop since the last time the synch ran.
When a Loop is created or updated in DotLoop and contains values for the required fields: Type (Buyer/Seller), Participant First Name and Last Name, Buyer/Seller email address, Buyer/Seller Agent Email Address, and full Property Address; then a Transaction can be created in SISU.
When the Bot finds a SISU transaction that matches the DotLoop Client email address, Agent email address and Property address, the Bot updates the matching SISU transaction.
Documents added/updated in DotLoop will be synch to SISU as Web Links which can be accessed from SISU or included in SISU forms and notifications sent to Transaction participants.
Notes About Mappings
- In DotLoop, specify a percentage in Sales Commission Total (% of Purchase Sale/Price)
- In DotLoop, specify a percentage in Sales Commission Rate (% of GCI in SISU), the amount mapped into SISU will be calculated based on % of the Gross Commission Amount.