Functionality:

  • By default, this is a one-way synch that runs every five minutes. The SynchBot checks for new Loops created or updated in Dotloop since the last time the synch ran.
  • A Transaction can be created in Sisu when a Loop is created or updated in Dotloop and contains values for the required fields:
  1. Type (Buyer/Seller)

  2. Participant's First Name and Last Name

  3. Buyer/Seller Email Address

  4. Buyer/Seller Agent Email Address

  5. Full Property Address
  • When the SynchBot finds a Sisu Transaction that matches the Dotloop Client email address, Agent email address, and Property address, the SynchBot will update the matching Sisu Transaction.

  • Documents added/updated in Dotloop will be synched to Sisu as Web Links, which can be accessed from Sisu or included in Sisu forms and notifications sent to Transaction participants.


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.

  • Listing and Purchase are the same as Seller and Buyer: Listing will synch from Dotloop to Sisu as Seller and Purchase will synch as Buyer.

  • However, a double-sided Buyer/Seller deal is not supported in Sisu. If an Agent is representing both sides of a deal, Sisu will want you to create two Transactions.


Setup: Dotloop to Sisu SynchBot


Here is a demonstration of the SynchBot:


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