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To properly configure your loop, first ensure it has been named correctly. Next, input details to confirm it's a listing for sale, selecting the loop status as "pre-listing." Proceed to the "view details" section of the loop to add necessary information for your documents. You can rename the loop here if needed, switching from a property name to a buyer's name or vice versa. Additionally, you'll have the option to use either the property address or a custom name you've set in the autofill settings. Remember to default these settings to apply to all documents.