Dalton Wade E&O Certificate

Dalton Wade E&O Certificate

Printing and Adding the E&O Certificate in Dotloop

The Errors & Omissions (E&O) insurance certificate is available in Dotloop. You may need to print it for your records or add it to a loop when submitting documents.

How to Print the E&O Certificate

On your main Dotloop screen:

  1. Click Templates at the top of the page.

  2. On the left side, scroll to Office-Training Materials.

  3. Click on the E&O Certificate.

  4. From the menu, select FILE → Print or Download.

How to Add the E&O Certificate to a Loop

  1. Open your loop.

  2. On the right side, click ADD DOCUMENT.

  3. On the left, scroll to Office-Training Materials.

  4. Check the box next to E&O Certificate.

  5. Click COPY. The certificate will be added to your loop.

Support Contact Information

If you need help or have questions, please reach out to Dalton Wade Support:

Important Note for Tennessee Agents

The state of Tennessee requires each individual agent to obtain their own E&O policy. You can find details here:


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