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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 ... 
- Dalton Wade to Dalton Wade Agent Referrals- When one Dalton Wade agent refers a client to another Dalton Wade agent, both agents have a few important steps to follow to make sure everything is documented correctly and everyone gets paid properly. The Basics Both agents need to create their own ... 
- 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 ...