How to Create a New Loop in Dotloop

How to Create a New Loop in Dotloop

Creating a loop in Dotloop is the first step in organizing your transaction documents, collecting signatures, and preparing your file for Dalton Wade's compliance process.

This guide walks you through creating a new loop using the appropriate Dalton Wade transaction template.

Step 1: Log In and Select Your Dalton Wade Office

  1. Visit Dotloop and log in.

  2. Confirm that you're working within the correct Dalton Wade office profile.

  3. Navigate to the Loops section.

Important: Always select the appropriate Dalton Wade office before creating a transaction. This ensures you have access to the correct brokerage templates and compliance workflow.

Step 2: Click Add Loop

From the Loops page, click the + Add Loop button to begin creating your transaction.


Step 3: Enter the Property Address

The first screen will ask you to name your loop.

  1. Enter the property address associated with your transaction.

  2. If Dotloop displays matching addresses, select the correct address from the suggestions.

  3. Click Continue.

Selecting a suggested property address may allow Dotloop to automatically populate basic property information into your transaction documents.

Important: Dalton Wade recommends using the property address as your loop name to help match incoming commission payments with the correct transaction and Commission Disbursement Authorization (CDA).

For referral transactions, use an appropriate referral name.

You can rename your loop later if necessary.


Step 4: Select the Correct Transaction Template

Next, select the template that matches your transaction type.

Depending on your Dalton Wade office and the available templates, options may include:

  • Buy Side: Residential

  • Buy Side: Commercial

  • List Side: Residential

  • List Side: Commercial

  • Other applicable transaction templates

For example, if you're representing a buyer purchasing a residential property, select Buy Side: Residential.

Once you've selected the appropriate template, click Continue.

Why This Matters: Dalton Wade templates automatically populate the applicable transaction folders, required documents, and document placeholders.


Step 5: Add a Property Photo (Optional)

Dotloop may give you the option to upload a property photo.

This step is optional and can help you visually identify the transaction when viewing your loops.

If you'd like to include a photo:

  1. Click Upload a Photo.

  2. Select an appropriate property image from your computer.

  3. Continue to the next step.

If you don't want to add a photo, you can skip this step.


Step 6: Select the Transaction Status

After completing the initial setup, you can select the status of your transaction.

Depending on the transaction, available statuses may include:

  • Pre-Offer

  • Under Contract

  • Withdrawn

  • Sold

Select the status that accurately reflects the current stage of your transaction.

You may also have the option to enter the property's listing or sale price.

When you're finished, you can select:

  • View Loop: Open your newly created loop and begin working with documents.

  • Create Another Loop: Start a new transaction.


Step 7: Review Your Transaction Folders & Documents

Once your loop has been created, Dotloop will display the folders and documents associated with your selected template.

Each folder helps organize documents for a particular stage or requirement of the transaction.

Understanding Required Documents

Documents marked Required are identified as necessary within the selected Dalton Wade template.

Review the documents carefully to determine which forms need to be completed, signed, or uploaded.

Understanding Document Placeholders

Some documents appear as lightly colored or grayed-out placeholders.

These indicate where you're expected to upload a document rather than complete a preloaded form.

For example, you may need to upload a fully executed agreement or another transaction document.


Step 8: Upload Documents to Your Loop

To upload a document into an existing placeholder:

  1. Locate the appropriate document placeholder.

  2. Click the placeholder to view the available options.

  3. Select Computer to upload a file saved on your device, or Templates to select an available document.

  4. Choose the appropriate document.

  5. Review the uploaded file to confirm it was added correctly.

You can also use Add Document to add additional documents to your transaction folder.

Important: Submit Your Folders for Compliance Review

Creating a loop and uploading documents does not automatically submit your transaction to Dalton Wade's Compliance Team.

Once your applicable documents are complete:

  1. Open your loop.

  2. Click Submit for Review.

  3. Select the appropriate folders.

  4. Click Submit.

  5. Confirm that the folder status changes to Needs Review.

The Compliance Team cannot begin its normal review of folders that have not been submitted.

For additional guidance, visit our Dalton Wade Dotloop Training Videos.

Need Assistance?

If you're having trouble creating a loop, accessing Dalton Wade templates, or selecting the correct office, contact the Dalton Wade Support Team.

Phone: 727-914-9174

Email: support@daltonwade.com