Dotloop: Create/Add a Loop

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• 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 ...

• 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 ...

• 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 ...

• 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 ...