Zipi's dotloop integration makes reporting easy

September 12, 2018

Zipi's dotloop integration makes reporting easy

Dotloop is one of the most popular and powerful real estate transaction management systems on the market today. With well over 300,000 users, dotloop helps agents streamline and organize their transactions, all in one place. But what about the rest of your business?

What dotloop does for transactions, Zipi does for your business intelligence, sales pipeline, office management and reporting. With our one-of-a-kind, custom integration with dotloop, Zipi users can seamlessly sync transactional data between deal loops in one system and your Zipi dashboards in the other.

Benefits of Zipi’s dotloop integration

Integrating your Zipi account with dotloop is easy and provides several key benefits that have helped many agents save countless hours on their reporting operations. Here are some of the key benefits our users typically find integrating with dotloop.

Real-time data across limitless of transactions

Out of the box, Zipi can sync your reporting data with all transactions inside dotloop. For agencies with any number of agents, this can provide high level, real-time insights across potentially limitless transactions. This level of reporting is virtually impossible through traditional spreadsheet tracking and reporting, and provides clear, actionable information at your fingertips.

No need for manual data entry

With traditional reporting methods, brokers and agents will typically need to collate routine business reports by manually entering data into spreadsheets, cutting and pasting numbers and cells from a suite of reports from other applications.

Because Zipi’s integration pulls the data from your dotloop account automatically, you will not need to enter the data manually. In addition, users can generate reports at any time, cutting hours from the time required to complete reporting for an average broker or agent.

Incorporate transactions from other sources

In complex organizations, transactions can be dealt with or managed through a range of applications, not just dotloop. With special agreements between brokers and agents, it is not uncommon that a broker may have to integrate several sources of transaction data. Using Zipi, transactions not managed through dotloop can be easily entered into the individual agent transaction pipelines, giving users full visibility of transaction volume and metrics in one place, then pushed to dotloop to eliminate duplicate data entry.

Validate dotloop commission checks

For each accurate record of transaction data, an equally accurate commission split is also required. With conventional spreadsheets, calculation errors are easily made with incorrect data entry or formulas. For agents and brokers, our Commission Validator tool makes verifying commission checks easy and painless. (Try it for free, here). For Zipi users, however, Zipi automatically allows users to perform complex and simple commission calculations easily for every deal.

How to set up your dotloop integration

Setting up your dotloop integration on your Zipi account is easy. Follow the five steps:

1. Login and activate your dotloop application

Log into your account from the top left corner of the Zipi home page. Enter your email and password to continue.

Navigate to the Zipi marketplace section by clicking the company icon on the right-hand side menu, then marketplace and click activate on the dotloop application.

2. Authorize your account

Before Zipi can begin syncing your data you will need to authorize your Zipi and dotloop integration.

Click your profile icon in the top right-hand corner of the screen, followed by the apps label. Once you are in the apps section, click connect next to dotloop and authorize your credentials by entering your dotloop login details.

Once your details are correctly authorized, click continue.

3. Set defaults

At this point, you will be prompted to set your dotloop default templates for both buyers and sellers. Don’t worry, these can be changed anytime in the future with each deal or transaction you sync with dotloop.

Set your default forms for both buyer and seller agents by selecting the dotloop profile for each, and their default Loop template.

Click ‘save and go to Zipi’ to complete the process.

Congratulations! Your integration is now fully configured and your data will begin syncing with Zipi.

Written by
Jesse Garcia

Jesse’s 13-year career and tenure as an office manager, coach and top producing agent includes running two multi-million-dollar real estate offices and managing hundreds of agents, while increasing both production and profitability. It was this experience that led him to develop Pipeline Wizard, which became the proof of concept for Zipi.

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