Loop review process

Loop review process

The general loop review process is:

  1. Submit initial Docs within 48 hours of execution. Submit listing docs within 48 hours of execution. Make sure your listing agreement is signed by Phil before submitting for review.
  2. Mid Transaction Docs ( fill CDA and Submit 5-10 days before closing)
  3. The reset is automatic. You will know the CDA is ready for you to send to title when the folder is labelled “CDA Signed by Broker-Folder Complete”  we will keep you updated along the way. Here are the steps you will see taking place after you have submitted your mid transaction documents for review with the filled and signed CDA):
    1. As soon as your docs are successfully reviewed, your CDA will begin processing.  Your folder will be labelled “processing CDA”
    2. It  will automatically be sent to Phil for Signature. It will say “Broker Ready”.
    3. Phil will sign within one business day and your folder will be labeled “CDA Signed by Broker-Folder Complete”

Please see the following video for our compliance and review process:

 We hope you are doing great! 



    • Related Articles

    • Property Management Loop Set Up

      Once the listing for lease file is complete (leased) – set up the Property Management loop for monthly payments as follows: Setting Up the Property Management loop: Create loop – using property name: Example: Prop. Mgmt. – 7890 Gator Ln., Trinity, FL ...

    • Submitting Folders/Documents for Review

      When your documents are signed, including the DW required forms and addenda, you are ready to submit the folder to the Compliance Team for review. Contracts, Listing Agreements & Addenda are required within 48 hours of execution. Note: The Compliance ...

    • 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 ...

    • 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: ...

    • Listing for Lease & Property Management Loop Set Up

      Setting up the Listing for Lease loop: Choose – “Rental List Side” - you are listing the property for lease – choose “Stellar MLS" or "Non Stellar MLS” (depending on which board you belong to) *“Listing for Lease” template will load the folders & ...