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Creating a Loop in Sisu
Creating a Loop in Sisu
If you're integrating with Dotloop, use this article to learn how to create new Loops in Sisu.
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

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.

  1. In Sisu, go to Transactions > Transactions.

  2. Click on a transaction that is NOT linked to a Loop. (You can also click the plus icon in the top-right corner of the screen to create a new transaction.)

    Note: You know that the transaction is NOT linked if you see the "Create Loop" button on the right.

  3. Make sure the transaction has the following info:

    • Agent name

    • First and last name of the client

    • Transaction type (buyer or seller)

  4. On the right side of the transaction, click Create Loop.

  5. In Dotloop, refresh the page to see your new loop appear. This loop is linked to the Sisu transaction. All the info from the Sisu transaction is included in the Loop.

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.

  1. Go to Transactions > Transactions.

  2. Click on a transaction that is currently linked to a Loop. This will open the transaction.

    Note: You know that the transaction is linked if you see the "Create New Loop" button on the right.

  3. Make any changes you'd like to the Transaction Form.

  4. Click Create New Loop.

  5. 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.

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:

  1. Go to Transactions > Transactions and then click on a transaction to open it.

  2. In the menu on the left, click Dotloop Integration Info.

  3. 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.

  4. Click Update.

  5. 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.

  6. 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:

  1. In Sisu, go to Transactions > Transactions and then click on a transaction to open it.

  2. In the menu on the left, click Dotloop Integration Info.

  3. Click the button to the right of the Dotloop Permalink field. This opens Dotloop (and the corresponding Loop) in a new tab.

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