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
Joining, Leaving, or Switching Teams at Dalton Wade
Agents at Dalton Wade have the flexibility to collaborate with other agents through team structures. If you would like to join a team, leave a team, or switch from one team to another, you must submit a request to the brokerage so that our records ...
Booked & Busy Realtor Social Media Course (Dalton Wade Discount)
Dalton Wade agents have access to an exclusive discount on the Booked & Busy Realtor Social Media Course, created by Dalton Wade agent and mentor Nadine Maldonado. This course is designed specifically for real estate professionals who want to ...
All Dalton Wade Fees - From Monthly Fees to Transactions to Lead Programs to TCs and More
No Hidden Fees - Ever At Dalton Wade Real Estate Group, we prioritize complete transparency. Below is a list of all potential fees you may encounter while with our brokerage when you decide to join. Monthly Fees Your monthly fees are based on the ...
How to Mass Email or Text Your Contacts in BoldTrail CRM
There may be times when you want to quickly send a message to multiple contacts at once—such as announcing an open house, sharing a new listing, or sending an update to your database. BoldTrail CRM allows Dalton Wade agents to send mass emails or ...
Information for Agents Interested in Joining Dalton Wade
Dalton Wade provides multiple ways for agents to learn more, speak with a recruiter, or join immediately. Learn More About Dalton Wade Agents can visit our recruiting website to learn more about the brokerage, our tools, and the benefits available to ...
Articles involving various boards and/or MLSs we are associated with as a brokerage