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To set up your loop correctly, start by inputting the necessary information. Ensure your loop is properly named, and select its status as a pre-listing. Next, navigate to the view details section to provide additional specifics for your documents. You have the option to rename the loop if needed, switching between a property name and a buyer's name. Additionally, you can choose to use the property address or a custom name you created in the autofill settings. Make sure to set it as the default for all documents to streamline the process.