DotLoop v2.0 API Integration

DotLoop v2.0 API Integration

Overview

dotLoop and darwin Cloud's API engine have made it possible to pull loop data from dotLoop into darwin Cloud to create new transactions and listings.  Also additional information can be added to listings and transactions that were pulled from the MLS, other sources or even manually entered.

Getting Started

  • Send an email to AccountTECH support stating you would like to turn on the integration
    • Check whether the email addresses of your agents in darwin match the email addresses in dotLoop
  • Please check these items in dotLoop
    • Check that any old loops have been archived
    • Check that all loops have a Listing agent or Buying agent assigned
    • Check what loop types you use on a regular basis that you want us to pull
      • PURCHASE_OFFER
      • LISTING_FOR_SALE 

Authorizing Dotloop to Communicate with darwin.cloud

These steps need to be completed with a dotLoop user that has access to all the offices you want darwin to pull loop information from.

It is best if this is done on a call with the integrations team as the generated code is only valid for a short time.

click approve

dotloop - peoplework, not paperwork. - Google Chrome

Your bowser will redirect to the AccountTECH website.  Provide the AccountTECH Integration Team the code at the end of the URL.

Real Estate Accounting Software by accounttech - Google Chrome

With this code the AccountTECH team will be able to proceed with your Dotloop integration setup.

Overview

The dotLoop information is typically used to augment the data we get from other sources like the MLS. By default if we get pending date from both the MLS and dotLoop, we trust the MLS data over the dotLoop data when updating property information.

Property Import

darwin Cloud matches the property from dotLoop to the property in darwin Cloud by the MLS #.  This means that you need to make the MLS # field in dotLoop mandatory and train your agents to give non-MLS listings a unique MLS # (ex. Fsbo-123 Main Street). If dotLoop is your only source of property data then we will match on Loop ID.

We have set up 3 default dotLoop templates that can be imported and modified to fit your needs.

  • dotLoop - Active Our List
    • This feed updates existing darwin Cloud Listings
      • It does not update the status
      • The feed is set to fill dotLoop values in darwin Cloud only if the field is blank in darwin Cloud
    • Pulls loop information
      • Where loop status is Active Listing
      • Transaction type is Listing For Sale
      • MLS # cannot be blank, or not unique (ex. FSBO or non-MLS)
  • dotLoop Pending Our list
    • This feed updates existing darwin Cloud Listings
      • It does not update the status
      • The feed is set to fill dotLoop values in darwin Cloud Cloud only if the field is blank in darwin Cloud
    • Pulls loop information
      • Where loop status is Under Contract
      • Transaction type is Listing For Sale
      • MLS # cannot be blank, or not unique (ex. FSBO or non-MLS)
  • dotLoop Pending Our Sale
    • This feed CREATES NEW darwin Cloud properties
      • It will create the property in pending status
      • The feed is set to fill dotLoop values in darwin Cloud only if the field is blank in darwin Cloud
        • you can adjust the feed based on the reliability of the updates being made in dotLoop
    • Pulls loop information
      • Where loop status is Under Contract
      • Transaction type is Purchase Offer
      • MLS # cannot be blank or not unique (ex. FSBO or non-MLS)

If you are only pulling from dotLoop and not from any other MLS feeds, then

  • the MLS # is not required and we match on the Loop ID
  • The status will update from active to pending
  • Agents are matched by their email address in dotloop matching their work email in darwin Cloud

Pull Mode

  • The dotLoop feeds pull every 4 hours and update any records that have been modified since the last time we pulled.

Pull on Demand

If you need to pull a record from dotLoop on demand, you will need to get the Loop View ID from dotLoop.  This is different from the Loop ID on the details page.

The number you need is in the URL of the Loop and not the Loop ID under the address.

dotloop - peoplework, not paperwork. - Google Chrome

If you use the Loop ID you will get this error:

Darwin Cloud - Google Chrome

dotLoop to darwin Cloud Field Mapping

Here is the list of the dotLoop Fields that are mapped to darwin Cloud fields and the default update rules.

dotLoop Field darwin Cloud Field update Rule
Address City city IF NULL
Address MLS Number mlsNumber1 IF NULL
Address State state IF NULL
Address Street Name streetName IF NULL
Address Street Number streetNumber IF NULL
Admin Company Name companyID IF NULL
Appraiser propertyPeople ALWAYS
Bathrooms FullBaths IF NULL
Bedrooms bedrooms IF NULL
Buyer 2 Last Name propertyPeople ALWAYS
Buyer Attorney Contact propertyPeople ALWAYS
Buyer Last Name propertyPeople ALWAYS
Buying Agent Contact Buyer Agent  ALWAYS
Closing Date estimatedClosingDate IF NULL
Contract Date pendingDate IF NULL
Escrow Title Contact propertyPeople ALWAYS
Home Inspector Contact propertyPeople ALWAYS
Lender Contact propertyPeople ALWAYS
Listing Agent Contact List Agent ALWAYS
Listing Date listDate IF NULL
Listing Expire Datae expiredDate ALWAYS
Loan Processor propertyPeople ALWAYS
Loop ID dotLoopID ALWAYS
Loop Status Status IF NULL
Lot Size lotSize IF NULL
Lot Size lotSizeUnitID IF NULL
Original List Price listingPrice IF NULL
Postal Code zip IF NULL
Property Type accounting classification IF NULL
Property Type propertyType IF NULL
Property Type transactionType IF NULL
Property Type typeCode IF NULL
Purchase Price sellingPrice IF NULL
Seller 2 Last Name propertyPeople ALWAYS
Seller Attorney Contact propertyPeople ALWAYS
Seller Last Name propertyPeople ALWAYS
Square Feet squareFeet IF NULL
Square Feet squareFeetUnitID IF NULL
Year Built yearBuilt IF NULL



Loop types and statuses

  • PURCHASE_OFFER
    • PRE_OFFER
    • UNDER_CONTRACT
    • SOLD
    • ARCHIVED
  • LISTING_FOR_SALE
    • PRE_LISTING
    • PRIVATE_LISTING
    • ACTIVE_LISTING
    • UNDER_CONTRACT
    • SOLD
    • ARCHIVED

We typically do not see clients using these loop transaction types but they can be set up if needed.

  • LISTING_FOR_LEASE
    • PRE_LISTING
    • PRIVATE_LISTING
    • ACTIVE_LISTING
    • UNDER_CONTRACT
    • LEASED
    • ARCHIVED
  • LEASE_OFFER
    • PRE_OFFER
    • UNDER_CONTRACT
    • LEASED
    • ARCHIVED
  • REAL_ESTATE_OTHER
    • NEW
    • IN_PROGRESS
    • DONE
    • ARCHIVED
  • OTHER
    • NEW
    • IN_PROGRESS
    • DONE
    • ARCHIVED

FAQs

We get many questions about what HAS to be filled in for a dotLoop record to pull on schedule successfully.

  • There needs to be a UNIQUE MLS #.  If the property does not have a MLS #, you can choose to use the Loop ID as the MLS # or some other numbering convention.
  • There must be a street name and number.
  • The Loop Status must be Active Listing or Under Contract.
  • The Transaction Type should be LISTING_FOR_SALE or PURCHASE_OFFER
  • Any people you want to pull into darwin Cloud should have a role, especially your Listing or Buying agent.

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