Banking, Payments & Tax Forms
Commission Check Deposit (All States)
Agent Commission Check Deposit Instructions Chase Bank - Checking/Operating Account - DALTON WADE, INC. Account # 707211598 Routing # 267084131 (ACH) 1. Deposit at any Chase Bank branch near you. 2. Capture a photo of the commission check received ...
Dalton Wade Wiring Instructions on letterhead
Zelle Workaround – Using a Realtor Services Invoice
Overview Dalton Wade does not accept Zelle payments. If a client requests to pay via Zelle, you can use this approved workaround by sending a Realtor Services Invoice and requesting a secure payment link. Step-by-Step Instructions 1. Complete the ...
1099 notice
1099 Notice 1099s will be delivered on or before January 31, 2026, through Avalara/Track1099 via a secure email link. Please watch your inbox for the notification and link to access your form.
Direct Deposit Authorization Form
To enroll in direct deposit, please complete the attached authorization form and submit it to Miles@DaltonWade.com
W-9 Download and Submitting to Finance Department
Accessing the W-9 in Dotloop Log in to Dotloop.com Click Templates at the top right of the page. On the left side, scroll to DW Office & Training Materials. Click on the W-9 document to open it. Download or complete the W-9 (fill it out and save as a ...
E-Check Process
In certain situations, agents may not be able to be paid at closing by Title (such as with new construction, when an agent has not submitted their file, or if a file is incomplete). In these cases, Dalton Wade will disburse funds via e-check. ...
Cancel Automatic PayPal Payments
To cancel an automatic PayPal payment, follow these steps: Log in to your PayPal account. Click on "Settings" near the top of the page. Select "Payments." Choose "Manage pre-approved payments." Locate the subscription for $/month to us. Click on ...