Adding Your Property Data to Loop: A Step-by-Step Guide

This guide will walk you through the process of manually adding your property data into Loop, preparing you for going live or switching to our platform.

Introduction: Getting Started

Whether you're migrating from another system or starting fresh, this is your go-to guide for inputting your property details.

Key Objectives:

• Accurately transfer your "on-market" properties.
• Correctly record your "under-offer" properties.

Step 1: Initiating Property Entry

1. Log in to Loop: You'll land on your lobby screen.
2. Locate "Add Appraisal": Find and click the "Add Appraisal" button at the top of your screen.
3. Choose "Direct Instruction": Since you're dealing with existing properties, select "Direct Instruction." This bypasses the standard appraisal stage.

Step 2: Inputting Property Details

1. Postcode Entry:
   • Enter the property's postcode.
   • If the address isn't found, click "Add Manually" to input it directly.
2. Property Information:
   • Fill in the number of bedrooms, bathrooms, and reception rooms.
   • Complete as many fields as possible; starred fields are mandatory.
3. Seller/Vendor Details:
   • Enter the seller's contact information.
   • Double-check for existing entries to avoid duplicates.
   • Use "Add Another" for multiple sellers.
   • If the seller is a company or trust, enter the contact person above, and the company name in the display name field.
4. Pricing and Fees:
   • Input the property price.
   • Optionally, add a low/high price guide and a price qualifier (e.g., "offers in excess of").
   • Enter your fee information.
5. Agent and Team Assignment:
   • Select the responsible agent.
   • If applicable, choose the correct team or office.
6. Proceed: Click the "Proceed" button to save the property and move to the next stage.

Step 3: Completing Pre-Market Details

1. Address Mandatory Fields:
   • Loop will highlight mandatory fields with exclamation marks.
   • Complete the summary description, full description, property composition, photo uploads, price, and AML checks.
2. Media and Text:
   • Navigate to the "Media and Text" page.
   • Upload property images, floor plans, EPCs, and brochures.
   • Enter summary and full descriptions, and bullet points.
3. On-Market Status:
   • Once all details are entered, click "Put on Market."
   • The property will then move to your "On-Market" stock.

Step 4: Adding Offers

1. Adding a Buyer:
   • Click "Add Offer" on the property or the "Add Offer" button at the top of the screen.
   • If the buyer is not already in the system, select "Add a new".
   • Enter the buyer's first name, surname, contact number, email address, and address.
   • Optionally, add buyer requirments and proceed ability.
2. Linking Offer to Property:
   • If you started from the property, it will be linked automatically.
   • Otherwise, search for the property using the "Add Offer" button.
3. Offer Details:
   • Specify any included fixtures and fittings.
   • Click "Proceed."
4. Accepting the Offer:
   • In the offer screen, click "Accept Offer" to finalize the offer.

Support and Assistance

If you have any questions or require further assistance, please contact our support team at support@loop.software. We're here to help you every step of the way.