Dotloop: Purchase Loop Guide

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• Transferring a Loop Between Two Dotloop Accounts

  Sometimes agents end up with two Dotloop accounts—for example, if they created one with a personal email and later set up a new account connected to Dalton Wade. If your old loops are stored in a non-Dalton Wade account, you can transfer them to your ...

• Setting Up Lease Files in Dotloop

  When handling rental listing transactions, it’s important to create the correct Dotloop files and follow Dalton Wade’s escrow and commission procedures. This guide applies to all Dalton Wade states, with state-specific escrow account details listed ...

• Dotloop: Create/Add a Loop

• Getting Started with Dotloop

  Training to get started with Dotloop and creating your first loop. Quick Reference Guide

• Setting Up the Property Management Loop

  When a lease is signed and you are managing the property: Create a new loop in Dotloop. Name example: Prop Mgmt – 7890 Gator Ln., Trinity, FL Choose the Rental: Property Management template. Upload and complete: Property Management Agreement (signed ...