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Referral Paperwork Step-by-Step Process
Here is the step-by-step process you need to take to complete your referral paperwork and then submit it through Dotloop to compliance to get paid and have your paperwork reviewed. First click "+ Loop" at the top right of the page after logging in: ...
Outgoing Referral Loop Set Up - Dotloop
Outgoing referral to another broker: *You are referring a client to another broker. The other broker will issue a check to DW for your referral payment. 1. Click on “Add Loop” 2. Type name of loop – example: “Referral – Client Name” IMPORTANT! When ...
Transferring a Loop Between Two Dotloop Accounts
Sometimes agents end up with two Dotloop accounts—for example, if they created one with a personal email and later set up a new account connected to Dalton Wade. If your old loops are stored in a non-Dalton Wade account, you can transfer them to your ...
Setting Up the Property Management Loop
When a lease is signed and you are managing the property: Create a new loop in Dotloop. Name example: Prop Mgmt – 7890 Gator Ln., Trinity, FL Choose the Rental: Property Management template. Upload and complete: Property Management Agreement (signed ...
Setting Up Lease Files in Dotloop + Escrow Deposits
When handling rental listing transactions, it’s important to create the correct Dotloop files and follow Dalton Wade’s escrow and commission procedures. This guide applies to all Dalton Wade states, with state-specific escrow account details listed ...