Topics in this article:
Creating a New Loop from a Sisu Transaction
Follow these steps to create a Loop from a transaction that does not have a Loop linked to it.
In Sisu, go to Transactions > Transactions.
Click in-line with a transaction that is NOT linked to a Loop. This opens the transaction. (If you want to create a new transaction, you can click the plus icon in the top-right corner of the Transactions screen.)
Note: After the transaction opens, look for the Create Loop button on the right. This means you're in the right kind of transaction.
Make sure the transaction has the following info:
Agent name
First and last name of the client
Transaction type (buyer or seller)
On the right side of the transaction, click Create Loop.
In Dotloop, refresh the page to see your new loop appear. This loop is linked to the Sisu transaction.
Note: To see which details pass from Sisu to Dotloop, see the section below called All Loop Fields Mapped to Sisu Fields.
Creating a Loop from a Transaction That's Already Linked to a Loop
If you have a transaction that is currently linked to a Loop, you can unlink the transaction and create a new Loop after making some changes. This is helpful, for example, when you want to create a new Loop for a new written offer.
Go to Transactions > Transactions.
Click in-line with a transaction that is currently linked to a Loop. This will open the transaction.
Note: After the transaction opens, you can be sure that the transaction is linked if you see the "Create New Loop" button on the right.
Make any changes you'd like to the Transaction Overview.
Click Create New Loop.
In Dotloop, refresh the page to see your new loop appear. The new Loop contains all the most recent updates to the Sisu transaction, while the old Loop remains the same.
Note: To see which details pass from Sisu to Dotloop, see the section below called All Loop Fields Mapped to Sisu Fields.
Creating a Loop with a Template Applied
If you'd prefer to watch a short video of the process outlined in this section, click here. Otherwise, complete the following steps:
Go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, click Dotloop Integration Info.
Click the Tags field and select the template you want to use from the list that appears.
Note: We create a tag for each of your Loop templates. If you don't see any Loop template tags, your team is not using Loop templates.
Click Update.
On the right side of the transaction, click Create Loop.
Note: If the transaction is already linked to a loop, the button will say "Create New Loop." In this case, clicking the button will unlink the transaction from the current loop and create a new loop.
In Dotloop, refresh the page to see your new loop. All tasks and documents associated with the template are applied.
Video Tour
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.
Opening Your New Loop Directly from Sisu
You can easily open your new Loop in a new tab right from Sisu. Just do the following:
In Sisu, go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, click Dotloop Integration Info.
Click the button to the right of the Dotloop Permalink field. This opens Dotloop (and the corresponding Loop) in a new tab.
All Loop Fields Mapped to Sisu Fields
When you create a new Loop from Sisu, the Sisu transaction and new Loop are linked, and information is pulled from Sisu into Dotloop in order to fill in Loop details. This section shows which Sisu fields send over information to Dotloop fields.
⚠️ *IMPORTANT*: After the Loop is created, the connection between Sisu and Dotloop allows you to pull documents from Dotloop into Sisu. But at this time it does not allow for data to pass between Dotloop and Sisu after the Loop is created.
Topics in this section:
List of Mapped Fields
The table below shows 2 columns:
Sisu Fields: These are the fields in Sisu that are mapped to Dotloop.
Loop Fields: These are the corresponding fields in Dotloop where the information from Sisu appears.
Sisu Fields | Loop Fields (found on the Details page) |
Address Line 1 | Street Number |
Address Line 1 | Street Name |
Address Line 2 | Unit Number |
City | City |
State | State/Prov |
Postal Code | Zip/Postal Code |
MLS ID | MLS Number |
Transaction Amount | Purchase/Sale Price |
Commission Rate | Sale Commission Rate |
Gross Agent(s) Paid Income | Sale Commission Total |
Earnest Money Amount | Earnest Money Amount |
Selling Broker Commission | Sale Commission Split $ - Buy Side |
Listing Broker Commission | Sale Commission Split $ - Sell Side |
Buyer Agreement Expiration Date | Contract Agreement Date |
Closed (Settlement) Date | Closing Date |
Home Inspection Deadline | Inspection Date |
1st Offer Date | Offer Date |
Listing Expiration Date | Expiration Date |
MLS Live Date | Listing Date |
Year Built | Year Built |
Location of Mapped Fields in Sisu
You can find the list of Sisu fields that integrate with Dotloop on each transaction's Dotloop Integration Info screen. To get to this screen, do the following:
In Sisu, go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, click Dotloop Integration Info. This opens the Dotloop Integration Info screen.
Location of Mapped Fields in Dotloop
All mapped loop fields appear in Dotloop on the Details page. You can get to this page by doing the following:
In Dotloop, click a Loop tile. Then Click View Details at the top of the page.
