Simply click on the Loop icon in the upper right corner of your screen – this is the one that looks like a smiley face with no eyes. This will take you to your loops page. To create a loop, just click the big blue plus sign in grid view or the + Create a Loop button in list view. Name the loop after the property address, if applicable; if the loop is for a new buyer, you can use the buyer’s name. Click Create Loop.
Once you’ve created the loop, select the transaction type (directly below the name of the loop), then assign a status to the loop. Your Loops page will filter the loops that are visible to you, so if you can’t find a loop that you created the next time you’re looking for it, click on Filter and select the appropriate parameters.