Knowledge Base
Getting Started
Everything you need to launch your career with Dalton Wade. Includes orientation resources, onboarding steps, account setup, and first-day essentials.
Support & Resources
Access key contacts, request help, and explore our network of trusted partners. Includes transaction coordinator resources, title & lending partners, and company policies.
Accounting & Compensation
In this section, you'll find essential resources and guidelines related to financial and administrative matters at Dalton Wade Real Estate Group.
Dotloop Transaction Managament System
Step-by-step guidance for managing real estate transactions in Dotloop. Learn how to create, edit, and review loops, handle required documents, and navigate state-specific requirements.
BoldTrail CRM & Website
This section provides answers to common questions and troubleshooting tips for BoldTrail (formally known as kvCORE), the key tools you'll use for our agent CRM at Dalton Wade Real Estate Group.
Marketing & Lead Generation
Unlock success with marketing essentials! Explore tools for listing packets, presentations, Facebook setup, business cards, and signs. Elevate your business!
Education and Training
Have questions about Dalton Wade’s classes and training programs? This section covers everything you need to know about our educational offerings.
Compliance & State Guidelines
Find licensing info, NAR Lawsuit Updates, Compliance Notes
Recruiting Questions
Interested in Joining Dalton Wade? Here are some commonly asked questions we get from potential agents when joining.
Recent Articles
Dealing with a Client Who Wants to Overprice Their Home
One of the most common challenges agents face is working with sellers who insist on listing their property well above market value—sometimes by $70,000–$100,000 or more. While it’s natural for homeowners to want top dollar, an overpriced listing can ...
Marketing Plan for a Stale Listing
Sometimes a property lingers on the market longer than expected. When this happens, it’s critical to step back, reassess, and refresh your marketing strategy to bring in new interest. Below is a structured plan you can use to evaluate and re-energize ...
Real Estate Team Name Requirements
When forming a real estate team under Dalton Wade, you may choose your team name—however, it must comply with state-specific advertising rules. These regulations are designed to prevent consumer confusion and ensure that team names are not mistaken ...
Best Practices for Running a Successful Real Estate Team
Leading a real estate team is about more than splitting commissions and sharing leads—it’s about building a strong, collaborative environment where both the Team Leader and Team Members can thrive. Successful teams run on structure, accountability, ...
Marketing as a Team
Team marketing is one of the best ways to build brand awareness, generate leads, and show strength in your market. However, all team marketing must comply with state advertising laws and Dalton Wade brokerage policies. General Best Practices for Team ...