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
Commission Disbursement – Alabama & North Carolina
Commission Disbursement – Alabama & North Carolina Due to updated guidance, commission payments for transactions in Alabama and North Carolina must be paid to the brokerage, not directly to agents at closing. The closing agent may: Wire commission ...
Florida - Unlicensed Assistant
Here’s a summary of the FREC Guidelines for Unlicensed Assistants ✅ What Unlicensed Assistants May Do According to FREC, an unlicensed assistant (employee, secretary, or personal assistant) may perform the following activities because they do not ...
How to Submit a One-Off Document for Broker Signature
Please follow the following instruction to submit a one-off document for Broker Signature Create a loop in Dotloop with the template: Miscellaneous : Blank Loop Upload your document to the loop. Add a signature line. Assign to the broker. ...
Photo Copyright & Image Use Compliance
Copyright enforcement related to real estate marketing has increased significantly. Unauthorized use of photos, whether on websites, social media, email campaigns, flyers, or listing materials, can result in lawsuits, fines, takedown notices, and ...
Adding Site-Wide Meta Tags to Your BoldTrail Website
BoldTrail does not provide a dedicated “site-wide SEO” section. However, agents can add global meta tags using the Custom Header Code area of their website settings. This article walks you through: Where to add meta tags What code to copy and paste ...
Articles involving various boards and/or MLSs we are associated with as a brokerage