Transaction Coordinator Dotloop Access
There are 2 options to add your Transaction Coordinator (TC) to your loop or team as follows:
- The agent or team
member can create the loop & invite the TC to it once it's
created. The TC can take over and work the loop from start to finish.
- The TC would need to purchase a Premium Dotloop account so they will have access to Dalton Wade forms/templates, etc. which would be $31.99/month. The agent or team member could pay the fee for they at their sole discretion. The TC cannot purchase a lower level membership or they will not have access to DW Dotloop templates.
Please reach out to Dotloop Support if you have additional questions. They will ask you for your membership ID which can be found in upper right corner of your Dotloop main page by clicking on your photo or icon – your membership ID # will display.
Phone: 888-368-5667
Email: support@dotloop.com
Related Articles
Transaction Coordinator Responsibilities
A Transaction Coordinator (TC) supports your file from listing or contract through closing, keeping documents, deadlines, and communication on track. Core Responsibilities Setup & File Creation Create the Dotloop loop and add all transaction contacts ...How to Sign Up as a Dalton Wade Transaction Coordinator
Dalton Wade agents have the option to work with Transaction Coordinators (TCs) to help manage their files from contract to close. If you’d like to be added to our official list of TCs, you can complete our online sign-up form. Where to Sign Up Visit: ...Dalton Wade TC (Transaction Coordinator)
Expertise in Dotloop and Compliance: Our Transaction Coordinators (TCs) are highly trained in using Dotloop and managing Dalton Wade's compliance process. They ensure all documents are in order, track important deadlines, and guarantee timely ...HUD Home Store Basics
Do you have customers interested in buying a HUD home? What is a HUD Home? HUD homes are foreclosed properties that were originally purchased with FHA loans. Residential properties become HUD homes when a homeowner is unable to keep up with their ...Becoming a Mentor with Dalton Wade
If you’re an experienced Dalton Wade agent who enjoys sharing knowledge and supporting others, our Mentorship Program offers you the opportunity to guide new agents through their first transactions — while earning additional income. Being a Mentor is ...