Automated loop creation from web forms
Buyer and seller intake forms open a loop with the property and participants already filled in.
The Problem
Every Accepted Offer Starts With Retyping
It shows up the moment a deal moves forward. The client's details already sit in a form or the CRM, yet someone types them into dotloop again.
Your agent gets the call: the offer is accepted.
- Now they open dotloop, pick a template, and type the buyer's name, email, and the property address.
- They typed the same details into your CRM last week.
- One transposed digit in the address flows into every document.
We start where your deals begin: intake forms and CRM deal stages.
A form comes in, or a deal reaches the stage you choose. Then dotloop's Loop-It API opens the loop with the right template, property, and participants. Loop status flows back to your CRM and, if you want, a client portal. Agents review a loop instead of building one.
Loops open from real events
Web forms and CRM stage changes open loops, so no one starts from a blank screen.
The right template every time
Rules pick the template by transaction type, office, and side before the loop exists.
Status everyone can see
Loop status updates the CRM deal and, if you want, the client's closing portal.
Our dotloop Integration Process
From Accepted Offer to Open Loop in Five Steps
You approve each rule before it runs. You see which event opens a loop, which template it uses, and what flows back to your CRM.
What's Included
What You Get With a dotloop API Integration
Every plan opens loops from your website's forms. Larger plans add CRM stage sync, client portals, and a broker dashboard across offices.
Compare Options
DeveloperLook vs Ready-Made Connectors vs Manual Entry
Manual entry costs nothing to set up, and ready-made connectors cover common CRM pairs. Custom dotloop integrations pay off when your rules and systems don't fit a preset.
| Feature | DeveloperLookBest fit | Ready-made connector | Manual loop entry |
|---|---|---|---|
| Loop trigger | Form or CRM stage | Set by the vendor | Agent starts it |
| Template choice | Rules per deal type | Default or one pick | Agent picks it |
| Participants filled | From form or CRM | Usually basic contacts | Typed by hand |
| Status back to CRM | Webhook driven, per loop | Varies by connector | Updated by hand |
| Client visibility | Optional closing portal | Not included | Agent emails updates |
| Setup cost | Fixed project price | Low monthly fee | No setup cost |
| Time to start | 1 to 8 weeks | Same day | Nothing to set up |
| Code ownership | Yours, with documentation | Stays with the vendor | Not applicable |
DeveloperLook
Ready-made connector
- Loop trigger
- DeveloperLook: Form or CRM stageReady-made connector: Set by the vendor
- Template choice
- DeveloperLook: Rules per deal typeReady-made connector: Default or one pick
- Participants filled
- DeveloperLook: From form or CRMReady-made connector: Usually basic contacts
- Status back to CRM
- DeveloperLook: Webhook driven, per loopReady-made connector: Varies by connector
- Client visibility
- DeveloperLook: Optional closing portalReady-made connector: Not included
- Setup cost
- DeveloperLook: Fixed project priceReady-made connector: Low monthly fee
- Time to start
- DeveloperLook: 1 to 8 weeksReady-made connector: Same day
- Code ownership
- DeveloperLook: Yours, with documentationReady-made connector: Stays with the vendor
DeveloperLook
Manual loop entry
- Loop trigger
- DeveloperLook: Form or CRM stageManual loop entry: Agent starts it
- Template choice
- DeveloperLook: Rules per deal typeManual loop entry: Agent picks it
- Participants filled
- DeveloperLook: From form or CRMManual loop entry: Typed by hand
- Status back to CRM
- DeveloperLook: Webhook driven, per loopManual loop entry: Updated by hand
- Client visibility
- DeveloperLook: Optional closing portalManual loop entry: Agent emails updates
- Setup cost
- DeveloperLook: Fixed project priceManual loop entry: No setup cost
- Time to start
- DeveloperLook: 1 to 8 weeksManual loop entry: Nothing to set up
- Code ownership
- DeveloperLook: Yours, with documentationManual loop entry: Not applicable
Projects We've Built
Property Apps and Dashboards We Have Built
Property apps and SaaS dashboards from our portfolio. Portals and status screens like these are what we build on top of dotloop's API.
Wayhouse Real Estate App Design
- Real Estate
- Mobile App
Realix Real Estate Mobile App Design
- Real Estate
- Mobile App
Finance SaaS Web Design & Development
- Finance
- SaaS Platform
- Website
Saas Web Design & Development
- Technology
- SaaS Platform
- Website
What Our Clients Say
What Clients Say After Launch
Feedback from teams we have built apps, portals, and integrations for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,000+
Projects shipped
10+
Years of experience
Top 3%
Upwork Top Rated Plus
5 stars
Average review score
Work Culture
Why Brokers Trust Us With Their Loops
A wrong template or a missed webhook repeats on every deal you close. These habits keep your loops accurate and your CRM in step with them.
Templates chosen by rule
One token pair per user
Webhooks verified, then fetched
Compliance stays with your broker
We scope it honestly
Your credentials, your account
Overview
Who builds dotloop integrations for real estate brokerages?
DeveloperLook builds dotloop integrations for brokerages and teams that want loops to open from intake forms and CRM deals. We use dotloop's Loop-It API for templates, properties, and participants, then sync loop status back to your CRM or a client portal. Projects start at $750 and take 1 to 8 weeks after dotloop grants API access.
- Starting price
- From $750 USD, fixed scope after review
- Typical timeline
- 1 to 8 weeks after API access
- Experience
- 10+ years of development experience and 1,000+ shipped projects
- Post-launch support
- 30, 60, or 90 days, by plan
4 more facts
- Service
- dotloop integration (forms, CRM, status sync)
- Platforms
- dotloop with FUB, kvCORE, or your CRM
- Built with
- dotloop API v2, OAuth 2.0, webhooks, Node.js
- Communication
- Calls in US, UK, and AU business hours
Your agents retype everything. Client and property details already sit in your CRM or web forms, and they go into dotloop again.
Your website collects seller and buyer details, and each submission should open a loop instead of an email thread.
You run several offices and want one view of every loop's status and closing date, without asking each coordinator.
You're building a client closing portal and want it to show real loop status, not statuses agents update by hand.
Your agency serves brokerages and needs a real estate transaction management integration built and documented under your brand.
Your problem is lead follow-up before any deal exists. Our Follow Up Boss Integration Services page covers lead routing and action plans.
You run kvCORE and mainly need web leads routed. Our kvCORE Integration Services for Real Estate page covers that sync.
Your team opens a handful of loops a month. Manual entry or a ready-made connector costs less than our $750 starting price.
You want full transaction software built from scratch. Our Real Estate Software Development Company page covers custom platforms.
Not sure we're the right fit?
Send a two-line brief. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for dotloop Website Integration Work
These are starting points in USD. Your final price depends on which transaction types you run, your systems, and portal needs, and you get a fixed proposal after a free review.
Intake to Loop
For teams that want web intake forms to open loops on the right template.
$750
- Free transaction review
- Up to 3 intake forms opening loops
- Template and profile rules
- Participants and property prefilled
- Loop link sent to the agent
- 30 days of post-launch support
CRM Loop Sync
For brokerages that want CRM deal stages and loops kept in step.
$1,850
- Everything in Intake to Loop
- Loops opened from CRM deal stages
- Signed webhooks for loop status
- Status and key dates back in your CRM
- Retry queue within dotloop's limits
- 60 days of post-launch support
Closing Portal and Dashboard
For brokerages that want clients and brokers to see every file's status.
$4,200
- Everything in CRM Loop Sync
- Client closing portal with live status
- Broker dashboard across offices
- Missing date and document flags
- Up to 3 offices with their own rules
- 90 days of post-launch support
For Agencies
White-Label dotloop Work for Agencies
You own the client relationship. We supply the dotloop side of your brokerage projects: API access, template rules, loop creation, and status sync. Your client sees your brand and loops that open on their own.
Stay client-facing
API approval handled
Senior engineering
Flexible capacity
How the partnership works
Send the brokerage's CRM, dotloop templates, web forms, and office list.
You receive the rule map, the timeline, and a fixed price.
We build, test with sample deals, and document it under your brand.
Partner with DeveloperLookDelivered under your brand
The Right Technology for Your Project
Technology Stack
We connect your forms and CRM to dotloop through its public API, with signed webhooks and logs your team can read.
Next.js
React
WordPress
Webflow
- Follow Up Boss
- kvCORE
HubSpot
Salesforce
- dotloop
Zapier
Make- Webhooks
Node.js
PostgreSQL
AWS
Docker
FAQ
Frequently Asked Questions
Straight answers on cost, timelines, loop creation, CRM sync, portals, and compliance.
Intake forms that open loops start at $750 for up to 3 forms, with template rules and participants prefilled. CRM stage sync with signed status webhooks costs $1,850. A client closing portal with a broker dashboard starts at $4,200. dotloop's own subscription is separate, and you get a fixed quote after the free transaction review.
Plan on 1 to 8 weeks once dotloop approves API access. Form-to-loop setups take 1 to 2 weeks, CRM sync 3 to 5, and portals with dashboards 6 to 8. dotloop grants API credentials by request, so your admin applies in week one while we map templates.
The website or CRM marks the offer accepted, and that event opens the loop through dotloop's Loop-It API. One request sets the loop name, transaction type, status, property address, participants, and template. The response includes the loop's link, which we send to the agent. The loop opens as Under Contract, ready for your coordinator's review.
Your form collects each client's name, email, and role once, and those become loop participants automatically. The property address fills the loop's address fields, and an MLS number can link the listing. Agents stop retyping names, and typos stop spreading into every document. Anything the form can't know, such as the price, is added in dotloop.
Yes, through dotloop's API and webhooks. Your portal can show each loop's status, key dates, and the documents your agent chooses to share. Signing and document review still happen inside dotloop, and the portal links there when a client needs to act. We keep portal logins separate from dotloop logins.
The dotloop API keeps your deal stages and loop status in step. When a loop moves to Under Contract or Sold, a webhook updates the CRM stage. Compliance review itself stays in dotloop with your broker. Our dashboard lists each loop's dates and documents, so missing items surface before the review.
You need API credentials from dotloop, which it grants when you request access through its developer program. The integration signs in with OAuth 2.0, and access tokens usually expire after 12 hours, so it refreshes them automatically. dotloop allows 100 API requests per minute for each user, and we build the queue around that limit.
Loop created, loop updated, loop merged, and participant changes can all trigger an update. dotloop sends each event as a webhook, signed with a key we set, that carries IDs. So we fetch the loop's current details before writing to the CRM. Failed deliveries are retried for hours before dotloop marks them failed. A nightly check catches anything missed.
Yes, templates and profiles can differ by office, and the rules pick the right pair for each loop. A listing from your downtown office opens on that office's profile and listing template. Rules can also route by transaction type or side. We document every rule, so your coordinator can adjust it when templates change.
Your brokerage does: the API app, webhook subscriptions, code, and logs are all in your name. We hand over a rule map showing which event opens which loop and what syncs back. Support runs 30, 60, or 90 days by plan, and dotloop API changes after that can go on a care plan.
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Pick a 30-minute slot that works for you. We meet on Google Meet to align on goals, scope, and the right next step.