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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. 

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Open Dotloop

This lets you open the deal in Dotloop.

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Disconnect

This will break the bi-directional sync. Read more at: Disconnecting Deals

Upload Disbursement

This sends the Disbursement PDF from Zipi to Dotloop.

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Upload Trade Sheet

This sends the Trade Sheet from Zipi to Dotloop.

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View Details

This takes you to the Connection History (pictured below). 

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