How to Print or Download the W-9, E & O Certificate or Broker License

 

-On your main Dotloop screen

-Click on Templates at top right of page

-Scroll to the Office-Training Materials

-Click on the W-9, E&O Certificate or Broker License and print or save to your PC.

 

Please reach out to Support with any questions or if you need assistance:

Dalton Wade Support

Mon. – Fri. – 9am – 7pm
Sat. & Sun. – 12pm – 5pm
Phone:  727-914-9174
Email:  support@daltonwade.com

 

 

 

• Related Articles

• DW E & O Certificate

  Printing E&O Certificate On your main Dotloop screen: Navigate to "Templates" at the top. Scroll to "Office-Training Materials" (on the left). Click on the "E&O" certificate. Select "FILE" and choose "Print" or "Download." **Adding E&O Certificate to ...

• Referral Agreements: Referral to another Broker OR another DW agent

  Referral Agreements are always recommended when you are referring a prospect to another agent. It confirms mutual understanding. This is true whether you are referring a prospect to another broker or to another agent at Dalton Wade. Here is how to do ...

• Adding the MLS Broker Synopsis to Your Loop

  There are 2 ways for you to print the MLS Broker Synopsis. Login to MLS The 1st way is to type the MLS # in the Search bar and hit enter: *If you choose this way – proceed to the printing instructions below. The 2nd way is to follow these steps: ...

• How to Download the kvCORE Mobile App

  You can download the kvCORE mobile app from the following locations: Google Play Store: Download kvCORE Apple App Store: Download kvCORE Alternatively, you can search for "kvCORE" directly in your device’s app store to find and install the app.

• Printing a Blank Contract or Form from Dotloop

  How to print a Listing Agreement, Contract, Addendum, or form such as the DW W-9 or the DW E&O Insurance from Dotloop without creating a loop. From your Dotloop login screen Click on Templates: In this example, I am showing you how to print the DW ...