Transaction Fee & Adding the Disclosure Form

Transaction Fee & Adding the Disclosure Form

Agents may charge their client a transaction fee ($79 or $390, depending on plan). This fee must be disclosed properly in one of the following ways:

  • By using the Transaction Fee Disclosure Form
  • On the Listing Agreement
  • On the Purchase Contract

Option 1: Use the Transaction Fee Disclosure Form (All States)

  1. In your loop, click Add Document (on the right).

  2. Select Templates.

  3. Scroll to Dalton Wade Custom Forms.

  4. Check the box next to DW Transaction Fee Disclosure.

  5. Click Copy to add it to your loop.

  6. Fill out the form and send it to your client(s) for signature.

  7. If the transaction fee is not disclosed in the Listing Agreement or Purchase Contract, send the signed copy to title.

Option 2: Add to the Listing Agreement (Florida)

  • Residential Listing Agreement (seller representation): Add the fee in Section 14 – Line 167 under Additional Terms.

  • Vacant Land Listing Agreement (seller representation): Add the fee in Section 14 – Line 169 under Additional Terms.

Option 3: Add to the Purchase Contract (Florida)

AS-IS Purchase Contract (buyer representation):

  • Section 9 – Line 154: Add to the Other box under (b) Costs to Be Paid by Buyer

  • OR Section 20 – Line 591: Add under Additional Terms

Standard Purchase Contract (buyer representation):

  • Section 9 – Line 171: Add to the Other box under (b) Costs to Be Paid by Buyer

  • OR Section 20 – Line 675: Add under Additional Terms

    • Related Articles

    • How To Submit Documents in Dotloop for Our Tennessee Agents

      Tennessee MLS currently doesn't connect to Dotloop with interactive forms like most other MLS groups. Because of that, you will need to fill out forms in the Transaction Desk (through MLS) and then upload them to Dotloop, where you can submit 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 ...

    • Commission Rebate-Credit-Waiver Disclosure – Adding to Your Loop

      The legal info: The Florida Real Estate Commission (FREC) Rule 61J2-10.028(2) provides that a licensee may share brokerage compensation with a party to a transaction with full disclosure given to all interested parties. All interested parties include ...

    • Adding Signature & Initial Fields to a PDF in Dotloop

      When a document is uploaded into a loop as a PDF (not auto-filled through Dotloop), signature and initial fields must be added manually. Follow the steps below to add fields and send the document for signature. Step 1: Add People to the Loop Open ...

    • 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 ...