Switching Your Plan at Dalton Wade

Switching Your Plan at Dalton Wade

Dalton Wade gives agents the flexibility to choose the plan that best fits their business needs. If you’d like to switch from your current plan to a different one, you can do so easily by filling out our online form.

Switching Form: Click here to access the plan switch form


Available Plans

  • Starter Plan – $79/month + $79 per transaction (no leads included)

  • Business Builder Plan – $129/month + $79 per transaction (includes leads)

  • No Monthly Fee Plan – $0/month + $390 per transaction (includes leads)

If you are interested in how leads work at Dalton Wade, please review our Lead Program Overview.


Important Notes Before Switching

  • Current Dalton Wade Agents Only: This form is only for agents already with the brokerage. If you are new, please complete the full sign-up form here.

  • Pending Deals or Active Listings: If you have any pending transactions or active listings, the transaction fee that applied at the time the contract went under agreement will still apply.

    • Example: If you are on the No Monthly Fee Plan and a deal went under contract on September 1st, you will still owe the $390 fee for that deal—even if you switch to Starter or Business Builder on September 2nd.


Billing Details

  • Starter Plan / Business Builder Plan: Your new monthly billing will begin the day you switch plans.

  • No Monthly Fee Plan: It may take 1–2 business days for your current subscription to be removed.


What to Expect After Submitting the Form

  1. Processing Time: Your new plan will take effect within 1 business day of submission.

  2. Confirmation: You will receive an email confirmation after your plan switch is complete.

  3. Support: If you have any issues or questions, please contact our Support Team at Support@DaltonWade.com.

    • Related Articles

    • Joining or Returning to Dalton Wade: Plan & Sign-Up Guide

      Agents often ask about which plan to choose and how to join Dalton Wade, whether they are brand new or coming back after a break. This article covers all sign-up scenarios in one place. Dalton Wade Plan Options Plan Monthly Fee Transaction Fee Leads ...
    • Creating a Team at Dalton Wade

      Step 1 – Create a Team Business Plan Prepare a simple plan that covers: Why you want to start a team. Roles you plan to fill (buyers’ agents, showing agents, admin, ISA, etc.). Lead generation and marketing strategies. Financial plan: who pays for ...
    • Transferring a Listing from a Previous Brokerage to Dalton Wade

      If you are moving an active listing from your previous brokerage to Dalton Wade, follow the steps below to ensure compliance and proper setup in MLS and Dotloop. Step 1: Complete the Listing Transfer Form Obtain the Listing Transfer Form Download it ...
    • Welcome to Dalton Wade

      Claren and Lisa extend a warm welcome to Dalton Wade, where they offer a comprehensive introduction to the array of resources, programs, support services, and training opportunities designed to assist you in growing your business. View Video on ...
    • Dalton Wade E&O Certificate

      Printing and Adding the E&O Certificate in Dotloop The Errors & Omissions (E&O) insurance certificate is available in Dotloop. You may need to print it for your records or add it to a loop when submitting documents. How to Print the E&O Certificate ...