Dotloop replaces your form creation, e-sign, and real estate transaction management systems with a single end-to-end solution, while helping you streamline your business with real-time visibility into your transactions.
In Follow Up Boss, dotloop is integrated with our ‘Deals’ feature which is designed for helping you visualize and quantify your client pipeline. When you transition someone to being a client in Follow Up Boss, you’ll create a ‘Deal’ for them as well. When creating the deal, you can also that start a loop for that client in dotloop using the simple checkbox on the Deal creation window.
This will sync that person’s contact information over to dotloop, allowing you to manage your documents and collaborate with your admin team to ensure your transactions happen as smoothly as possible.