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Dotloop Folder Status - What Do They Mean?
The following are the folder statuses the Compliance Team assigns to your folders and what they mean: Status What it Means Looks Great: Folder Complete Compliance has reviewed the documents, and the folder is complete. No further action on your part. ...
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 ...
Dotloop – Why Were My Documents Returned?
Dotloop – Why Were My Documents Returned? When agents submit their completed & signed documents/folders to the Compliance Team for review and a Compliance Team Member returns documents or folders, the notes are provided to the agent as to why they ...
Getting Started with Dotloop
Training to get started with Dotloop and creating your first loop. Quick Reference Guide Important! Compliance does not have visibility to your documents/folders if you do not submit the folders for review. Please remember to "Submit for Review". For ...
Dotloop - How to Change Your Email Address
How to Change your Email Address in Dotloop To change the email on your account, complete the following steps: Click your initials/picture in the upper right corner of dotloop Click MY ACCOUNT Scroll down to the "Manage Account" section and click ...