Dotloop – How To Change/Update Your Loop Name
Dotloop – Change/Update Your Loop Name
**It is highly recommended you add the address to your loop (especially for referrals). It is okay to start your loop with your client names and then add then the address to your loop once your clients are under contract.
Checks that are mailed to the Dalton Wade office are recorded by the check #, amount,
date received & address. The
majority of checks received will have an address referenced on them. Once the check is recorded & deposited, Accounting
will match the check to the loop address for payment to the agent. If your loop
is missing the address, Accounting has no way of knowing who the check belongs
to. Please ensure you add the address to
your loop following the steps below:
To change/update your loop name:
This will take you to the transaction screen:
Click on the
loop name again & type the address in front of or after the client name
(your preference):
Click “Save” at the bottom
right:
Please reach out to Dalton Wade Support if you have any questions or need any assistance:
Mon. – Fri. –
9am-7pm
Sat. & Sun. – 12pm-5pm
Phone: 727-914-9174
Email: support@daltonwade.com
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