If your board or MLS requires a broker signature for a transfer, you can submit those documents through Dotloop using the Board & MLS Transfer loop.

When to Use This Loop

Use this loop anytime you need a broker to sign documents related to:

• Joining Dalton Wade and transferring your board or MLS membership

• Moving active listings from your previous brokerage to Dalton Wade

• Transferring away from Dalton Wade to another brokerage

• Any board or MLS form requiring broker authorization

How to Create the Loop

1. Log in to Dotloop.

2. Ensure you are in the correct state's office before proceeding.
   
   
   

3. Click + Add Loop located on the right side of your screen.
   
   
   

4. Name your loop (see below on how to name correctly).
   

5. Select your state’s template:
   

   • Miscellaneous: Board & MLS Transfer
     

How to Name Your Loop

Use a clear naming format so it’s easy to identify:

• [Your Name] – Transferring to Dalton Wade

• [Your Name] – Transfer Active Listings

• [Your Name] – Transferring from Dalton Wade

Upload and Prepare Documents

1. Upload all required board or MLS forms

2. Add signature fields for the broker

3. Assign the correct broker:

• Florida: Phillip Wade

• All other states: Kevin Gioia

Submit for Signature

1. Once everything is uploaded and assigned

2. Click Submit for Review

The brokerage will review and sign your documents.

After Submission

• You will receive a notification once documents are signed

• Download the completed documents

• Submit them directly to your board and/or MLS

Best Practices

• Double-check all documents before submitting

• Ensure signature fields are correctly placed

• Use clear loop names to avoid delays

• Submit early to prevent interruptions in your MLS access or listings