Commercial Lease Loop Set Up - Dotloop
Setting up a Commercial Lease Loop
Click “Add Loop”
Type the name of the property & click “Next”
Select the “Commercial Lease/Tenant” template & click “Done”
Click “View Loop”
Your screen will look like this:
You will upload the LOI (Letter of Intent), if applicable & other pertinent documents pertaining to the lease.
Upload the executed lease to the “Executed Lease” folder
Your CDA will auto-populate for you to fill out. Some commercial leases will pay the agent a fee or % when the lease is signed and the balance when the tenant takes possession of the space. You can add another CDA by clicking on:
- Click “Add Document” to the right of the
folder
- Then “Templates”
- Scroll to “Commission Disbursements”
if you are not already on the folder
- Place a check in the box next to “DW
CDA (Lease Side)”
- Click “Copy”
Once the CDA
is added to your folder – you can rename it:
- Click on the 3 dots next to the document name
- Click “Rename” – type the new name
– example: CDA #2 XYZ Property
- Hit the enter key
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