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heyogrady/commission_rate_calculation.rb

Last active October 11, 2018 02:07
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DotLoop mappings
Raw
commission_rate_calculation.rb
## Mapping when contract is present
if contract.commission_type == "Percentage"
## Map these fields
## - commission_percentage_total
## - commission_percentage_buyer_side
## - commission_rate OR commission_percentage
else
## Map these fields
## - commission_fee_total
## - commission_fee_buyer_side
## - commission_flat_fee OR commission_fee
end
## When there is no contract (seller, active)
if property.commission_type == "Percentage"
## Map these fields
## - commission_percentage_total
## - commission_percentage_buyer_side
## - commission_percentage
else
## Map these fields
## - commission_fee_total
## - commission_fee_buyer_side
## - ommission_fee
end
Raw
dotloop_sync_corner_cases.md

Corner Cases

  • Do not let user create new loop or link to existing loop if AB status is prospect
  • Syncing from Dotloop to AgentBright when AgentBright lead does not have a contract record
Raw
loop_participant_role_mapping.md
AB key_person.role_type DotLoop participant.role
seller SELLER
buyer BUYER
seller_agent LISTING_AGENT
buyer_agent BUYING_AGENT
inspector INSPECTOR
buyer_attorney BUYER_ATTORNEY
appraiser APPRAISER
LISTING_BROKER
BUYING_BROKER
ADMIN
ESCROW_TITLE_REP
HOME_IMPROVEMENT_SPECIALIST
HOME_INSPECTOR
HOME_SECURITY_PROVIDER
HOME_WARRANTY_REP
INSURANCE_REP
LANDLORD
LOAN_OFFICER
LOAN_PROCESSOR
MANAGING_BROKER
MOVING_STORAGE
OTHER
PROPERTY_MANAGER
SELLER_ATTORNEY
TENANT_AGENT
TENANT
TRANSACTION_COORDINATOR
UTILITIES_PROVIDER
Raw
loop_status_mappings.md

LISTING_FOR_SALE

DotLoop AgentBright
PRE_LISTING Active
PRIVATE_LISTING Active
ACTIVE_LISTING Active
UNDER_CONTRACT Pending
SOLD Closed
TERMINATED Not Converted
WITHDRAWN Paused

PURCHASE_OFFER

DotLoop AgentBright
PRE_OFFER Active
UNDER_CONTRACT Pending
SOLD Closed
TERMINATED Not Converted

LISTING_FOR_LEASE

DotLoop AgentBright
PRE_LISTING Active
PRIVATE_LISTING Active
ACTIVE_LISTING Active
UNDER_CONTRACT Pending
LEASED Closed
TERMINATED Not Converted
WITHDRAWN Paused

Note: When syncing from AgentBright to DotLoop, an active lead in AB should always be an ACTIVE_LISTING in Dotloop.

LEASE_OFFER

DotLoop AgentBright
PRE_OFFER Active
UNDER_CONTRACT Pending
LEASED Closed
TERMINATED Not Converted
Raw
loop_transaction_type_mapping.md
AB lead conditions DotLoop loop transactionType
client_type == "Buyer" && rental == false PURCHASE_OFFER
client_type == "Buyer" && rental == true LEASE_OFFER
client_type == "Seller" && rental == false LISTING_FOR_SALE
client_type == "Seller" && rental == true LISTING_FOR_LEASE
Raw
property_type_mapping.md
property_type PROPERTY_TYPES Dotloop
0 Single Family Single Family
1 Multi-Family Multi-Family
2 Condo Condo
3 Apartment Apartment
4 Office/Commercial Office/Commercial
5 Land Land

Note: Default to 0

Raw
sychronizable_loop_attributes.md
DotLoop AgentBright
Referral: Referral %
Referral: Referral Source
Property Address: Country
Property Address: Street Number
Property Address: Street Name
Property Address: Unit Number
Property Address: City
Property Address: State/Prov
Property Address: Zip/Postal Code
Property Address: MLS Number
Property: Bedrooms
Property: Square Footage
Property: Type
Property: Bathrooms
Property: Lot Size
Listing Information: Expiration Date
Listing Information: Listing Date
Listing Information: Original Price
Listing Information: Current Price
Listing Information: 1st Mortgage Balance
Listing Information: Remarks
Contract Dates: Contract Agreement Date
Contract Dates: Closing Date
Offer Dates: Inspection Date
Offer Dates: Offer Date
Offer Dates: Offer Expiration Date
Offer Dates: Occupancy Date
Financials: Purchase/Sale Price
Financials: Sale Commission Rate
Financials: Sale Commission Split % - Buy Side
Financials: Sale Commission Split % - Sell Side
Financials: Sale Commission Total
Financials: Sale Commission Split $ - Buy Side
Financials: Sale Commission Split $ - Sell Side
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