Knowledge Base
Getting Started
Everything you need to launch your career with Dalton Wade. Includes orientation resources, onboarding steps, and account setups.
Systems & Technology
This section provides answers to common questions to systems and tech that we offer including BoldTrail CRM, Agent Website & IDX, Dalton Wade Connect and more!
Transactions and Contracts
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.
Marketing & Lead Generation
Unlock success with marketing essentials! Explore tools for listing packets, presentations, Facebook setup, business cards, and signs. Elevate your business!
Compliance & State Guidelines
Find licensing info, NAR Lawsuit Updates, Compliance Notes
Accounting & Compensation
In this section, you'll find essential resources and guidelines related to financial and administrative matters at Dalton Wade Real Estate Group.
Support & Resources
Access key contacts, request help, and explore our network of trusted partners. Includes transaction coordinator resources, title & lending partners, and company policies.
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.
Boards & MLS
Articles involving various boards and/or MLSs we are associated with as a brokerage
Recruiting Questions
Interested in Joining Dalton Wade? Here are some commonly asked questions we get from potential agents when joining.
Recent Articles
Dalton Wade Phone App Password Reset
If you have to change your password in the phone app, these are the current credentials that are needed: Minimum 6 characters Must contain at least 1 number Must contain at least 1 lowercase letter Allowed characters: letters (a-z, A-Z), numbers ...
Commercial Property MLS's
Commercial Property MLS's For commercial real estate, the “MLS” concept is a bit different—most platforms are data exchanges + marketing marketplaces rather than cooperative MLS systems like residential. That said, these are the top 3 dominant ...
How to Run and Evaluate a CMA (Comparative Market Analysis)
A Comparative Market Analysis (CMA) helps you determine a competitive and realistic price for a property based on recent market activity. Many MLS systems and REALTOR® boards also provide access to additional CMA tools like RPR and Cloud CMA, which ...
Dotloop - How to Change Your Email Address
How to Change your Email Address in Dotloop To change the email on your account, complete the following steps: Click your initials/picture in the upper right corner of dotloop Click MY ACCOUNT Scroll down to the "Manage Account" section and click ...
Using OpCity Leads with BoldTrail Lead Sync
OpCity does not have a direct integration with BoldTrail. However, BoldTrail provides a Lead Sync tool that allows you to automatically create contacts in your CRM using email forwarding and other connection options. This guide walks you through how ...
Articles involving various boards and/or MLSs we are associated with as a brokerage