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.
Boards and MLS Articles
Articles involving various boards and/or MLSs we are associated with as a brokerage
Recent Articles
Building a Team at Dalton Wade
Step 1 – Create a Team Business Plan Prepare a simple plan that covers: Why you want to start a team. Roles you plan to fill (buyers’ agents, showing agents, admin, ISA, etc.). Lead generation and marketing strategies. Financial plan: who pays for ...
Adding Items to the "My Stuff" Section in Dalton Wade Connect and Pinning to Home Page for Quick Access
The My Stuff section in Dalton Wade Connect is designed to help you keep your most-used tools in one convenient place. You can add links to websites you use regularly—like your MLS, social media platforms, or favorite vendor tools—and even pin them ...
Zelle Workaround – Using a Realtor Services Invoice
Zelle Workaround – Using a Realtor Services Invoice When a clients wants to use Zelle, please follow the steps below to collect payment using a Realtor Services Invoice and a payment link. Step 1: Complete the Realtor Services Invoice Locate the ...
South Carolina Listings After Changing Brokerages
In South Carolina, listing agreements belong to the brokerage, not the individual agent. If a listing was signed while you were affiliated with a prior brokerage, that agreement legally remains with that brokerage unless they formally agree ...
Texas Co-Listing Rules: What Agents Can (and Cannot) Do on the Seller Side
In Texas, a seller cannot have two brokerages co-representing them on the sell side of the same transaction. Texas does allow intermediary relationships, but only within the same brokerage, not between two different brokerages. Because the seller is ...
Articles involving various boards and/or MLSs we are associated with as a brokerage