CDA & Paid at Closing Guide

CDA & Paid at Closing Guide

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    • How do Agents Get Paid?

      Agents are typically paid at closing, meaning the title company pays them on Dalton Wade's behalf. However, for this to happen, the agent's Dotloop file must be complete and approved so a Commission Disbursement Authorization (CDA) can be issued. ...
    • 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. ...
    • 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 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 ...
    • Forming a PA, LLC, or PLLC as a Florida Real Estate Associate

      Forming a PA, LLC, or PLLC as a Florida Real Estate Associate As a sales associate or broker associate in Florida, you may operate as an individual or, if you follow the proper steps, as a business entity. Many agents choose to form a Professional ...
    • Transferring Listings and Contracts When an Agent Leaves Dalton Wade

      Policy Overview When an agent leaves Dalton Wade Real Estate Group, the handling of their active listings and pending transactions depends on the status of each property. Active Listings Agents may take their active listings with them to their new ...