Adding a Document to a Loop

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• Transferring a Loop Between Two Dotloop Accounts

  Sometimes agents end up with two Dotloop accounts—for example, if they created one with a personal email and later set up a new account connected to Dalton Wade. If your old loops are stored in a non-Dalton Wade account, you can transfer them to your ...

• How To Submit Documents in Dotloop for Our Tennessee Agents

  Tennessee MLS currently doesn't connect to Dotloop with interactive forms like most other MLS groups. Because of that, you will need to fill out forms in the Transaction Desk (through MLS) and then upload them to Dotloop, where you can submit your ...

• Adding Signature & Initial Fields to a PDF in Dotloop

  When a document is uploaded into a loop as a PDF (not auto-filled through Dotloop), signature and initial fields must be added manually. Follow the steps below to add fields and send the document for signature. Step 1: Add People to the Loop Open ...

• Setting Up Lease Files in Dotloop

  When handling rental listing transactions, it’s important to create the correct Dotloop files and follow Dalton Wade’s escrow and commission procedures. This guide applies to all Dalton Wade states, with state-specific escrow account details listed ...

• Exemption Request Form for Required Documents in Dotloop

  Occasionally, there may be a valid reason why a required file cannot be provided. In these situations, you can submit an Exemption Request in Dotloop. How to Access and Complete the Exemption Request Open your loop and click Add Document. Select ...