Incoming Referral Loop Set Up - Dotloop

Incoming Referral Loop Set Up - Dotloop



Incoming referral from another broker/referral company:
 *You are receiving a referral from another agent/broker. Dalton Wade will pay a referral fee to the other broker upon closing.

When referred client lists their home or is under contract with you - set up the loop accordingly.

-Click “ADD LOOP” – type the address

-Select “Listing For Sale”, “Residential – Buyer Side” or Developer “New Home” for new construction.

-Skip photo & click “View Loop”

Once loop is open:

-Scroll to the “People” section

-Click on “Add Person” and add the pertinent person’s (seller/buyer, list agent/buyer agent (if you are either be sure to add your “Role”) name, email & role.  This will information will autofill to your forms for signing. Note: each signer must have their own email.

– Add the signed Referral Agreement (signed by Phil & referring broker/company & referring broker/company’s W-9 to the “MID TRANSACTION DOCS” folder.  Note:  DW needs the W-9 for tax purposes and 1099 processing.

Once the pertinent people are added:

-Open documents to autofill the contracts, forms & addenda for signatures & initials.

Send the completed documents for signature & initials:

-Click on “SAVE & SHARE”. If you are not ready to send – click on “SAVE” so you can send for signatures/initials when ready.

-Dotloop will automatically select the person(s) signing & initialing.

-Click “SHARE” – your document will state “Waiting On Others” & once signed will state “Signed”.

When folder is complete & all documents, including the DW required documents are signed you can submit the folder for review to the Compliance Team.  Note: Please ensure you read the notes sent by Compliance if your folder status is changed to “WARNING” or “RETURNED TO AGENT”.  VERY IMPORTANT: These are folder statuses you must take action on to ensure your CDA is processed timely! 


See “How Submit Your Dotloop Folders for Review"

 

Please reach out to Support with any questions or if you need assistance:
 Mon. – Fri. – 9:00am-7:00pm
 Sat. & Sun. – 12:00pm-5:00pm
 Phone:  727-914-9174
 Email:  support@daltonwade.com

 



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