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!
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