Dotloop: Create/Add a Loop

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• 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 ...

• 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 ...

• 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 ...

• Handling a Cancelled Contract in Dotloop (If a Deal Falls Through)

  When a contract is cancelled, agents must properly organize documents and submit them for compliance. The steps differ slightly depending on whether you represent the Listing Agent or Buyer Agent. For Listing Agents Rename the Initial Docs Folder ...

• Setting Up the Property Management Loop

  When a lease is signed and you are managing the property: Create a new loop in Dotloop. Name example: Prop Mgmt – 7890 Gator Ln., Trinity, FL Choose the Rental: Property Management template. Upload and complete: Property Management Agreement (signed ...