DotLoop Integration Details

AccountTECH has the ability to PULL data from DotLoop. With this new integration we are able to get all loops and synchronize that data with TransactionPlan and AT2000 data.

Data we pull

  • We pull the data from DotLoop once a day at night
  • We pull just the loops that have been changed since the last successful pull
  • The data we pull is the following:

 

AccountTECH field DotLoop field Remarks
QAControl2 LoopID
MLS Number mlsNumber
Closing Date closingDate
Selling Price  purchasePrice
Seller First Name name from participant role: Seller. Full name get splitted in 2 pieces
Seller Last Name name from participant role: Seller. Full name get splitted in 2 pieces
Seller Email email
Seller 2 First Name name from participant role: Seller. Full name get splitted in 2 pieces
Seller 2 Last Name name from participant role: Seller. Full name get splitted in 2 pieces
Seller 2 Email email
Seller Street Address streetnumber & street name concatenate together
Seller City city
Seller State state/prov
Seller Zip zip/postal code
Seller 1 Home Phone phone
Seller 1 Mobile Phone cell phone
Buyer First Name name from participant role: Buyer. Full name get splitted in 2 pieces
Buyer Last Name name from participant role: Buyer. Full name get splitted in 2 pieces
Buyer Email email
Buyer 2 First Name name from participant role: Buyer. Full name get splitted in 2 pieces
Buyer 2 Last Name name from participant role: Buyer. Full name get splitted in 2 pieces
Buyer 2 Email email
Buyer Street Address streetnumber & street name concatenate together
Buyer City city
Buyer State state/prov
Buyer Zip zip/postal code
Buyer 1 Home Phone phone
Buyer 2 Home Phone cell phone
Title Company Company name: escrowTitle from CompanyName of participant: Escrow/Title
Title Co Contact escrowTitle from participant role: Escrow/Title
Mortgage Company Company name: Loan Officer from CompanyName of participant role: Loan Officer
Loan Officer name from participant role: Loan Officer
Loan Processor name from participant role: Loan Processor
Appraisal Company Company name: Appraiser from  CompanyName of participant role: Appraiser
Home Inspection Company Company name: Home Inspector from CompanyName of participant role: Home Inspector
Transaction Coordinator List Side Transaction Coordinator from participant role: Transaction Coordinator
Buyer Attorney firm Company name: Buyer Attorney from CompanyName of participant role: Buyer Attorney
Seller Attorney firm Company name: Seller Attorney from CompanyName of participant role: Seller Attorney
Last Update LastUpdate

 

Syncronization process

Once we have pulled all data from DotLoop, we store that data in our systems using the following rules:

  • If we do not find a match in our system based on MLS Number, we do not update any Property Transaction record in AccountTECH
  • If we DO find a match in our system by MLS Number, we update the Property Transaction record in our system with the data coming from DotLoop
  • The data that gets updated into our system will need to go through the PROPERTY DATA EDIT APPROVAL Protocol available in TransactionPlan and depending on the settings of each client. With that in mind, the DotLoop data might get auto-approved and get into TransactionPlan and AT2000 automatically or a client may require an OWNER user to approve the data before data synchronization is done
  • Sometimes parties to the transaction may not already exist in AccountTECH. Based on the spelling of the company name in DotLoop, the company is added to AccountTECH and inserted into the Property Transaction record. This includes:
    • Title/Escrow
    • Mortgage
    • Home Inspection
    • Transaction Coordinator
    • Seller Attorney
    • Buyer Attorney
  • Note for attorneys: if both the Attorney firm name (company name) and attorney name are available, they are both added to AccountTECH (as part of the attorney / vendor record )