Create new Dotloop loops for fresh Credit Repair Cloud clients
Effortlessly manage your client database with this streamlined workflow. When a new client is added to Credit Repair Cloud, it immediately creates a loop for them in Dotloop, ensuring your real estate transactions are organized and easily accessible. Save time and stay organized by automating your client management process.
Effortlessly manage your client database with this streamlined workflow. When a new client is added to Credit Repair Cloud, it immediately creates a loop for them in Dotloop, ensuring your real estate transactions are organized and easily accessible. Save time and stay organized by automating your client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Loop
Triggers when a new loop is created.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address