Required Information and Mapping
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By default, this is a one-way integration that runs every five minutes. The Integration checks for new Loops created or updated in Dotloop since the last time the integration ran.
Required Information:
- Lead Name and Email Address
- Lead assigned as Buyer or Seller
- Agent Associated with lead (marked as Listing agent or Buying agent *must match lead assignment)
- Property Address (Used for Deal Name)
- Transaction Type: Purchase or Listing for Sale
Other Mapped Information/Fields: (Dotloop > FUB Deal):
- Purchase/Sale Price > Price
- Closing Date > Close Date
- Sale Commission Total > Commission
- Loop URL > Dotloop URL Custom Field
Information that is not currently mapped, but can be sent:
- Sale Commission Rate % : comes through already calculated from the commission total
- Contract Agreement Date
- Listing Date
- Listing Expiration Date
Examples of Mapped Statuses (Dotloop > FUB deal stage):
Purchase:
- Under Contract > Pending
- Sold > Closed
- Withdrawn or Terminated > Cancelled
Listing for Sale:
- Pre-Listing > Coming Soon
- Private Listing > Did not hit market
- Active Listing > Active
- Under Contract > Pending
- Sold > Closed
- Withdrawn or Terminated > Cancelled