In this Article:
To connect your Dotloop account
Connecting your Dotloop account to Shaker just takes seconds.
Go to settings in Shaker
Under Settings, select Integrations
Click "add" on the Dotloop integration
Enter your username and password for Dotloop when prompted
Choose to "allow" Shaker to access your information in Dotloop
You're all set!
How it works
Users can create a loop from Shaker which opens a file under the property address and syncs any relevant data from the Shaker record to Dotloop. (This is a continuous sync. Any changes made in Shaker throughout the lifecycle of the transaction will update the information found in Dotloop as long as the two are synced.)
Users can link an existing loop to Shaker and sync relevant data from Dotloop. (This will only sync information from Dotloop to Shaker when you first link the transaction.)
Users can unlink an existing loop
Once a loop is linked, users can upload a file to the shaker documents folder and will be presented with the option to also send that file to Dotloop.
Limitations
The Dotloop integration will only work with Agent Profile types. It is not compatible with Admin profiles in Dotloop.
Files do not sync to Shaker from Dotloop
Users can only link one Dotloop account per Shaker account
Creating or Syncing Loops
Once you've integrated your Dotloop account with your Shaker account, you can create new loops from Shaker or sync existing loops.
First, navigate to the deal you want to connect
Click the actions button in the upper left panel
Select: Create a loop
Follow the instructions to create the loop or select connect existing loop at the bottom and choose the address from your list of files in Dotloop.
Troubleshooting
In some cases, you may lose connection with your dotloop account and Shaker. If you are running into issues, try disconnecting the integration and reconnecting it using the initial connection process.
To Disconnect,
Click the Manage button
Click the delete (trash can) icon in the upper right corner of the page