Dalton Wade agents can access important brokerage documents directly through Dotloop, including:

• Dalton Wade W-9

• Errors & Omissions (E&O) Insurance Certificate

• Broker License Information for their state

These documents may be needed for transactions, title companies, compliance requirements, or other real estate-related purposes.

How to Download or Print Brokerage Documents

1. Log in to Dotloop.

2. From the main Dotloop screen, select Templates.

3. In the left panel, locate DW Office & Training Materials.

4. Select the document you need:

   • W-9: Dalton Wade W-9

   • E&O Certificate: Current Errors & Omissions Insurance Certificate

   • Broker License: Appropriate broker license for your state

5. Open the document.

6. Select FILE → Download or Print, as applicable.

Important: Always verify that the E&O certificate or broker license is current and appropriate for your state or transaction.

How to Add Brokerage Documents to a Dotloop Transaction

If you need to include a brokerage document in an existing Dotloop transaction:

1. Open the appropriate transaction (loop).

2. Select ADD DOCUMENT.

3. Locate DW Office & Training Materials or the corresponding office document template folder.

4. Find and select the document you need.

5. Click COPY to add the document to your loop.

Once added, the document will be available within your transaction file.

Important: Tennessee and Colorado E&O Insurance Requirements

Agents licensed in Tennessee and Colorado must maintain individual E&O insurance coverage in accordance with applicable state requirements.

Agents in these states should review their insurance obligations and ensure their coverage remains current.

For additional information, visit:

• Tennessee: RISC – Tennessee E&O Insurance

• Colorado: RISC – Colorado E&O Insurance

Please note: Dalton Wade's brokerage E&O certificate should not be assumed to satisfy individual agent insurance requirements in Tennessee or Colorado.