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 forms to our compliance department for review and broker signatures. Follow along as Mary shows you how to do this!

Log into your tnRealtor.com account, scroll toward the bottom of the home screen and click "Go" under Forms/TransactionDesk to access your forms:

Using the menu on the left side of your screen, click on "Forms" then click the type of transaction you're working with (probably 2024 TAR Residential Forms):

Then click on the form you need. It's easiest to find it based on the form number (for example, RF 102). The forms are in numerical order:

Then name your file and choose the type of transaction it is. Click "create":

Fill out the form by clicking in the gray form fields and typing. You can either send it to your client for signatures from TransactionDesk, or you can download them now and send them for signatures in Dotloop. Regardless of when you put them into Dotloop, you will need to download them from TransactionDesk by hovering over the file icon at the top left of the icon options, then click "Save as PDF":

Save the document to your computer. Now log into Dotloop and create a loop by clicking +Loop at the top right of your screen. Then you'll need to name your loop, choose the type of transaction it is from the drop-down menu, bypass adding a photo, then click "view loop":

Find the form placeholder you need to upload a form to. So if I need to upload the Compensation Agreement, I'll scroll down and find it grayed out. Hover over the word "Required" or "Optional" to the left of the document placeholder, and. click "Add File":

Then choose the file from your computer and upload it. Now you'll see the document is in the placeholder, and is ready for review! Once you've uploaded a document to EVERY Required placeholder, you can click "Submit for Review" at the top right of your screen:

Compliance will now be able to get your documents signed by the broker and review everything for errors. They will leave you notes in the chat bubble icon next to each document so you can see if there are any changes needed.

That's it! Please watch the video tutorial for more clarification, and email Mary at mary@daltonwade.com for a 1x1 tutorial.

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