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
Board and MLS Transfer Loop
Agents who need documents signed by the Broker for a board or MLS transfer can use the Miscellaneous: Board and MLS Transfer loop in Dotloop. This loop is available for every state Dalton Wade operates in. When to Use This Loop Use the Board and MLS ...
What is the Licensing Information for Washington Agents?
Dalton Wade, Inc. Firm License #: 25031963 Office Address: 6100 219th Street S.W., Suite 480, Mountlake Terrace, Washington, 98043 Managing Broker: Kevin Gioia – License # 24911
What is the Licensing Information for Oregon Agents?
Dalton Wade, Inc., A Corporation Of Florida Firm License #: 201262259 Office Address: 1050 SW 6th Ave., Suite 1100 Portland, OR 97204 Managing Broker: Kevin Gioia – License # 201241592
What is the Licensing Information for California Agents?
Dalton Wade, Inc. Firm License #: 2365784 Office Address: 350 10th Ave Ste 1000, San Diego, CA 92101 Managing Broker: Kevin Gioia – License # 1804683
What is the Licensing Information for South Carolina Agents?
Dalton Wade, Inc. Firm License #: REO.28272 OFC Office Address: 400 Galleria Parkway, Suite 1500, Atlanta, GA 30339-5953 Managing Broker: Kevin Gioia – License # 83454
Articles involving various boards and/or MLSs we are associated with as a brokerage