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
Joining or Returning to Dalton Wade: Plan & Sign-Up Guide
Agents often ask about which plan to choose and how to join Dalton Wade, whether they are brand new or coming back after a break. This article covers all sign-up scenarios in one place. Dalton Wade Plan Options Plan Monthly Fee Transaction Fee Leads ...
Showami: On-Demand Showing Agent Platform
Showami is an on-demand platform that connects real estate agents who need help with showings (or tasks like open house coverage, photography, or lockbox access) with other licensed agents who can step in. Think of it as a back-up agent network: if ...
Market Reports & Real-Time Data
Market reports help agents and clients quickly see trends: sales volume, inventory, days on market, median prices, and more. This article provides trusted public sources for market reports in our core states and tips for using them. 1. Why Market ...
Photography & Videography for Listings
High-quality photography and videography are some of the most powerful tools you can use to market a property. Nearly all buyers first see a home online, and professional images and video can make the difference between a showing request and a ...
Switching Your Plan at Dalton Wade
Dalton Wade gives agents the flexibility to choose the plan that best fits their business needs. If you’d like to switch from your current plan to a different one, you can do so easily by filling out our online form. Switching Form: Click here to ...