You might be using Dotloop because your offices uses it or you might be an individual that chose to use it for your business and either way you may want to know how to attach an office or association to your account. Start by signing into your account and then click on your picture (or people icon if you have not added a photo) at the top right of your screen.
Then go to the “My Account” link. This will take you to your personal account information. On the left side of the screen you will see the word “Profiles”, click on that and go to profile that you want to attach to an office or add an association. If you only have one profile, that’s an easy choice. If you have more than one, then one could be connected to your office and the other could be personal or say “Default”. You can also change the names of each profile on this page.
Once you have the profile selected, scroll down a bit until you see “Add Association” or “Add Brokerage” (if not connected with an office). You can attach only 1 Brokerage or company per profile, but you CAN connect more than one association to a single profile. For this example, we are going to attach an association since that is the most common.
Click “Add Association” and a window will appear with the default search to be the state you are located in. You can delete the state name and type whatever name you are looking for. Keep in mind if you are used to calling an association by the acronym you should search the full name for example: GTAR should be Greater Tulsa Association of REALTORS®. You can also search for a commission or state board. Once you find the one you are looking for you may notice a green check mark next to the name. This means that they association, board or commission has provided those forms to Dotloop and they will typically be updated when new forms come out. If you do not see the check mark, that’s ok, you just may not have all the forms or they may not be updated.
The next screen you will see will be one of two things: 1. It will ask for your NRDS ID (National REALTOR® Identification Number) or your MLS ID and it will also auto fill your last name. This is to insure that you are a member in good standing with the board or association and have the rights to use those forms. If you are not licensed in that state, it will not give you access to the forms. 2. It will ask for an invitation code. This is another way for associations to control who has access to their forms. In this case, you will need to contact the association or board to get the invitation code. They will then give it to you if you are a member in good standing.
Once you have entered the appropriate information, you will have the library of forms connected to the association or board that you just added. The forms can be found in your “Templates” and will be listed usually with the name of the association or board you added. You will not be able to edit the forms in that library folder, but you can copy any of the forms to your own folder in templates which will allow you to then customize the forms to suit your needs. For information about customizing forms click here.
I can be reached at CarolynTechPertise@gmail.com, by phone or text at 918-951-9020 or visit my real estate website at http://www.SearchTulsaHouses.com. For technology training or consulting assistance visit http://www.iCarolyn.com.
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