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 DW 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:


    • Related Articles

    • Welcome to Dalton Wade

      Claren and Lisa extend a warm welcome to Dalton Wade, where they offer a comprehensive introduction to the array of resources, programs, support services, and training opportunities designed to assist you in growing your business. View Video on ...

    • Joining the Dalton Wade Agent Facebook Page

      Written Tutorial Access your Facebook account and log in. Use the search function on Facebook to look for "Dalton Wade Agents." Among the search results, you will find the private group named "Dalton Wade Agents." Locate and click the "Join Group" ...

    • Switching Your Plan at Dalton Wade

      Dalton Wade gives agents the flexibility to choose the plan that best fits their business needs. If you’d like to switch from your current plan to a different one, you can do so easily by filling out our online form. Switching Form: Click here to ...

    • Stationhouse: Use for Dalton Wade Agents

      The Dalton Wade corporate office is situated at the Station House, a co-working space in downtown St. Petersburg. Agents are encouraged to visit and utilize the public area's various couches and tables, open Monday through Saturday from 9:00 AM to ...

    • Joining or Returning to Dalton Wade: Plan & Sign-Up Guide

      Agents often ask about which plan to choose and how to join Dalton Wade, whether they are brand new or coming back after a break. This article covers all sign-up scenarios in one place. Dalton Wade Plan Options Plan Monthly Fee Transaction Fee Leads ...