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".
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 ...
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 ...
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. ...
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 ...