Put an AI employee to work in Dotloop.

What an AI employee can do in Dotloop

• Your transaction agent tracks every deadline in the loop and reminds the right party.
• It tells the client which document is waiting on them.
• It records each milestone on the deal in your CRM.

An example in Dotloop

A small brokerage has a part-time transaction coordinator. A home goes under contract and a Loop is opened. The agent reads the Task list for the inspection, appraisal and financing deadlines and texts each Participant a reminder ahead of their date. When the buyer asks what is left to sign, it checks the Loop and tells them which Document is waiting. When the appraisal deadline passes without an update, it alerts the coordinator. Every milestone and reminder is recorded on the deal in the CRM.

What stays with your people

Your agents and coordinator handle contract terms, amendments and compliance review; the agent only tracks and reminds.

The connection

How it connects

Over Dotloop's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.

What it reads and writes in Dotloop

Loop, Document, Task list, Participant, Template.

Approval level

Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.

On the record

Every call it makes to Dotloop is logged with what it did and when, so a person can pick up where it left off.

Industries that often run Dotloop

Questions about Dotloop

Can the agent create loops from our templates?

It can open a loop from a template you choose when a deal is marked under contract, if you want it to. Filling in contract terms stays with your people.

Does it send documents for signature?

It reminds people what is waiting. Sending new documents out waits for your approval unless you change that.