Dotloop options in Zipi
You can click on the Dotloop badge on the deals summary page (pictured below), deals dashboard, and the edit deal page to view more options.
This lets you open the deal in Dotloop.
This will break the bi-directional sync. Read more at: Disconnecting Deals.
This sends the Disbursement PDF from Zipi to Dotloop.
Upload Trade Sheet
This sends the Trade Sheet from Zipi to Dotloop.
This takes you to the Connection History (pictured below).