Please check this link from the hub, https://jpar.konverse.com/rooms/186302/posts/110826037
1. I did not receive my login/welcome email from Dotloop?
Sign up for Dotloop at the link below using jpar.net email.
https://www.dotloop.com/#signup
Make sure you use the JPAR.net email (which forwards to your personal email on file) to sign up so that you are accessing your JPAR Dotloop account. Once you sign into Dotloop, you’ll know you signed up correctly if you see the JPAR logo on the top left
Once your done signing up using your jpar.net email, you can then change your email to your preferred one.
2. Why are we making this switch?
We have listened to agent and broker feedback from across the JPAR Nation, and we have heard that our current solution hasn’t been able to provide a consistently great experience to our network. We plan to continue to grow rapidly within the markets that we are already in and to new markets across the country. Combined with the opportunities this shifting market presents to us, now is the time to make a change that will allow us all to benefit from a tool that will allow us to be more productive and enjoy a more accurate compliance review process.
Our leadership team has carefully reviewed the largest providers for transaction management and brokerage back office software with a careful focus on: 1) form availability, 2) ease-of-use, and 3) ability to interact with clients and vendors. We found that Dotloop’s recent updates to their software allow our agents to complete their forms (either in Dotloop or the forms solution of your choice) and get paid, with many features being fully available on their mobile app which agents rated 4.8/5.0 stars on the app store.
Once we’ve completed the transition over to Dotloop, we plan to announce additional integrations that will help you run your transactions more smoothly.
3. Will there be data sharing with Zillow?
No. We are aware that Dotloop is owned by the Zillow Group. Our contract with Dotloop specifically states that JPAR has opted out of data sharing with Zillow Group. You can learn more about the Dotloop Privacy Policy on their website.
4. What if I still want to use TransactionDesk or a program provided by my board?
That is perfectly fine. If your MLS provides TransactionDesk to all of its members, you will continue to have access to TransactionDesk as long as your MLS keeps their contract up to date with them. If you want to use TransactionDesk or any other software that your board makes available to you, you can use that to generate and eSign your forms. Once complete, you can follow the instructions in this article to upload your executed agreements to Dotloop for JPAR compliance review:
How to: Not Using Dotloop for Forms? Use Dotloop for Compliance/CDA Only
5. Will I be able to see my old files within TransactionDesk?
If your MLS provides TransactionDesk to all of its members, you will continue to have access to TransactionDesk as long as your MLS keeps their contract up to date with them. If your MLS doesn’t provide TransactionDesk as a member benefit, you will lose access to TransactionDesk as of March 31, 2023.
6. How can I backup my files for future reference?
You can follow these instructions to back up your files in TransactionDesk:
How to: Back Up your TransactionDesk Files
7. Which of my other apps will Dotloop work with?
One of the reasons we chose to move to Dotloop is the amount of software that Dotloop integrates with. Here are some highlights:
Forms Software & eSignature: If you want to keep using your current form solution, we understand. You can complete your agreements with that other solution and email/import your executed documents to Dotloop for compliance review and to get paid.
MLS: When creating a new transaction, you can automatically populate any address or MLS ID.
JPAR Connect by kvCORE: Associate your Loops with contacts in kvCORE to keep track of their progress from lead to close.
Gmail: Use the Loop-It™ for Gmail by Apination Chrome Extension to create new loops directly from Gmail.
Notarize.com Skip the trip to the notary if there are any documents you need to notarize. Send documents to be eNotarized on Notarize.comdirectly from Dotloop. Consult your broker on the validity of eNotarization within your state.
…And many more! Check out Dotloop Integrations Directory and Dotloop Integrations Support for more details.
8. When & how to log into Dotloop
We expect to provide all of our agents with access to Dotloop on February 1, 2023. We hope that is enough time for you to submit transactions for Commission Disbursement Authorizations (CDAs) for your closings that start on March 1, 2023. If you need a CDA for a March or later closing earlier than February 1, email support@jpar.com so that we may further assist you.
9. What if I already have a Dotloop account?
You will receive a new Dotloop account, fully paid for by JPAR, which you will be able to log into using your jpar.netemail address. If you have an old Dotloop account, under a separate email, you can simply open that account, and loops, and add your JPAR email to the loops and share the entire loop to your new account. If you have been using the same email for your dotloop account, a new profile will be created under this account, where you can toggle between your old loops and your JPAR loops using the profile switcher on the top right of the screen.
10. What happens if a TD closing gets delayed past the 3/1 closing cutoff?
If you already submitted a transaction to TransactionDesk for a transaction that was originally closing on or before February 28, 2023 and it was delayed to close after, you will need to:
1) Change the Transaction Status in TransactionDesk to Canceled
2) Resubmit the transaction into Dotloop with the new closing date
Note that if your MLS is not providing TransactionDesk as a member benefit, you will lose access to TransactionDesk as of March 31, 2023. Make sure to archive your transaction(s) before then so that you can continue to access your transaction records.
If you have any questions about this process, feel free to contact JPAR Support at support@jpar.com
11. How do I use Dotloop?
JPAR is making available several training resources for our agents to learn more about Dotloop. Check out the resources available in this Dotloop Transition Room within the OneStop Hub to learn more.
12. Are we keeping the JPAR OneStop Hub, JPAR Connect by kvCORE, and the rest of the JPAR tech stack?
Absolutely! Dotloop is only going to replace TransactionDesk as JPAR’s official forms & compliance review software. The rest of the JPAR tech stack is remaining intact and is going to continue to improve as a part of our commitment to bring our agents the best technology stack in the industry.
13. How can a team manage and share our Transactions within Dotloop?Dotloop has an optional Team product that allows you to: 1) allow your admins and transaction coordinators to transact on behalf of the agents on your team, 2) provides you with a dedicated success manager to help you set up your dashboard and provide ongoing support, 3) customize team branding within Dotloop, 4) receive notifications when team members take certain actions within Dotloop, 5) access statistics related to your team’s performance within Dotloop and more. Dotloop has a pre-recorded demo of the Team upgrade on their website.
The retail price of the team dashboard is $100 per month. With JPAR’s discount you can purchase a Team dashboard for $75 per team per month. If you are interested in purchasing a Team Dashboard from Dotloop or want to request a one-on-one demo, contact Ben Weber at benwe@showingtimeplus.com.
value-added features to better track your team's performance. Teams can add
each other to their loops in the People section of each transaction free of charge.
14. Are there Transaction Coordinators who can help me with this transition?
Of course! We believe that utilizing a transaction coordinator is the best way to free up more of your valuable time to prospect, spend time with your clients, or help you improve your work-life balance. JPAR’s National Transaction Coordination partner is Transactly. Your local office may have transaction coordinators that they recommend. Visit the JPAR Vendor App or speak to your local office staff to see who they recommend for transaction coordination services.