Setting Up the Property Management Loop

Setting Up the Property Management Loop

When a lease is signed and you are managing the property:
  1. Create a new loop in Dotloop.
    • Name example: Prop Mgmt – 7890 Gator Ln., Trinity, FL
  2. Choose the Rental: Property Management template.
  3. Upload and complete:
    • Property Management Agreement (signed by landlord/owner)
    • The signed lease
    • All required addenda

Fees
  • Annual Property Management Fee: $79 (charged on first CDA per property each year).
  • Administrative Fee: $20 per property, added monthly.


Dalton Wade uses AppFolio for Property Management. Learn more, including how to get paid, with our training below!


    • Related Articles

    • Setting Up Lease Files in Dotloop

      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 ...

    • 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 ...

    • How to Find Public Records on a Property in Georgia for Dotloop

      Start by going to this Georgia government website: https://dor.georgia.gov/property-records-online Enter the property's county into the search field and click "search." Click on the link when it pops up. The link takes you to the public records site ...

    • Dotloop: Purchase Loop Guide

    • Selecting Correct Office in Dotloop

      Why This Matters To ensure your transaction is properly submitted for compliance and reviewed by our team, it's essential that you're working within the correct Dalton Wade office in Dotloop. If you're in the wrong profile (like the default Dotloop ...