Related Articles
Updating Personal Information in Dotloop Profile
Updating Your Dotloop Profile 1. Log in to Dotloop. 2. Navigate to "My Account" (located at the top right with your initials or photo). 3. Click on "My Profile." 4. Update your information, including password, photo, phone number, and email. 5. Click ...
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 ...
Selecting Correct Office in Dotloop
Why This Matters To ensure your transaction is properly submitted for compliance and reviewed by our team, it's essential that you're working within the correct Dalton Wade office in Dotloop. If you're in the wrong profile (like the default Dotloop ...
Reviewing Your Notes in Dotloop
When you submit your folders & documents for review to the Compliance Team and they change the status of your folder to: RETURNED TO AGENT – requires action from you! Folders are returned for the following: -Listing Agreement – missing Phil’s ...