Getting Started with Dotloop

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

Quick Reference Guide

• Related Articles

• Archiving/Unarchiving Documents and Folders

  FYI you can not archive required documents without help from admin 1. Log into Dotloop 2. Open loop which you wish to work in 3. To archive documents or folders, locate the file or folder you wish to archive 4. Click on the three dots to the right of ...

• Clear Cooperation Policy/Delayed Distribution Updates – MLS Guidance + Forms in Dotloop

  The National Association of Realtors (NAR) recently updated the Clear Cooperation Policy, giving each MLS the authority to decide how the policy will be implemented at the local level. To help our agents stay compliant and avoid confusion, Dalton ...

• Setting Up Lease Files in Dotloop + Escrow Deposits

  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 ...

• Replacing a Document in Dotloop