Want to continue to use Dotloop?

Set up Heartland MLS Account and get KCRAR Documents

1. Sign into your personal Dotloop account.

2. Click on your name/default profile in the top right

3. Click on MY ACCOUNT

4. Click on PROFILES

5. Scroll to Brokerage and Associations and click ADD ASSOCIATION

6. Search for and select HEARTLAND MLS Inc.

7. Click ADD

8. Add the code Heartland13 and click CONFIRM

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Add KWOP Documents

1. Create your template folders in Dotloop

   1. Go to Templates

   2. Click on PERSONAL

   3. Click NEW FOLDER

   4. Name the folder you are creating and click CREATE FOLDER

   5. Repeat for all folders you want to create. I suggest a folder that says KW DOCS

2. Log out of Dotloop (if you don’t logout and stay logged out it will say Dotloop is broken)

3. Go to https://www.dotloop.com/my/loop/p/ANTx85zDBMu?v=IQ91g

4. Click on any of the documents

5. Click on the login link at the bottom of the page that opens

6. LOGIN (this will create a loop in your dotloop with all of the forms)

7. Click the checkbox in the top left to select all the documents you want to move

8. Click on MAKE A COPY

9. Select COPY AS DOTLOOP DOCUMENT

10. Click TO TEMPLATES

11. Select the KW DOCS folder you created in Step 1

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Create Document Folders

1. Go to Templates

2. Click NEW FOLDER

3. Name the folder you are creating and click CREATE FOLDER

4. Repeat for all folders you want to create. I suggest a folder that says BUYERS, one for SELLERS, and one for COMMON SUPPLEMENTS

5. Go to your KW DOCS folder

6. Select KW buyer documents you use often and click COPY TO

7. Select COPY AS DOTLOOP DOCUMENT

8. Click TO TEMPLATES

9. Select the BUYERS folder you created in Step 4

10. Repeat for SELLERS and COMMON SUPPLEMENTS

11. Do the same for all KCRAR documents you will use often as well

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Add Documents to Loops

1. Go to a loop for a client

2. Click on add documents

3. Click templates

4. Go to appropriate folder i.e. Buyers, Sellers etc

5. Click the document(s) you want (or you can click SELECT ALL)

6. Click COPY

7. Open the form and select the correct people for the roles and any autofilled spots will fill in including signatures. Any autofilled spots will fill in including signatures.

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Connect Your Dotloop Account with Command

1. Log in to http://agent.kw.com with your Keller Williams login credentials.

2. Click the Marketplace icon,         , at the top of the screen.

3. Find and choose Dotloop, using the Marketplace search.

4. At the top right of the page, click the Buy Now button.

   1. You will not be prompted to make an actual purchase. You just need to complete the checkout process in order for the application to be added to "My Apps".

5. Confirm the selection and click Continue.

6. On the Order Receipt page, click Go to MyApps.

7. From the MyApps page, click the Dotloop button. This will take you to Command Settings where you can connect your account. 

8. On the Connected Apps page, in Command Settings, find Dotloop.

9. Click Connect. 

10. Enter your Dotloop credentials into the pop-up window.  

11. Now Command needs authorization to access your Dotloop profiles.

12. Click Approve.

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