Transaction Coordinator Dotloop Access

Transaction Coordinator Dotloop Access




There are 2 options to add your Transaction Coordinator (TC) to your loop or team as follows:

 

  1.  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.

  2. 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

    • How To Submit Documents in Dotloop for Our Tennessee Agents

      Tennessee MLS currently doesn't connect to Dotloop with interactive forms like most other MLS groups. Because of that, you will need to fill out forms in the Transaction Desk (through MLS) and then upload them to Dotloop, where you can submit your ...

    • Updating Personal Information in Dotloop Profile

      Updating Your Dotloop Profile 1. Log in to Dotloop. 2. Navigate to "My Account" (located at the top right with your initials or photo). 3. Click on "My Profile." 4. Update your information, including password, photo, phone number, and email. 5. Click ...

    • Dotloop: Create/Add a Loop

    • Signature Verification Reports – Dotloop

      Signature Verification Reports – Dotloop Signature verification is a way to verify the authenticity of signatures within a document. This verification can be sent to any party requesting verification of the eSignatures within a document. In Dotloop – ...

    • New Construction Dotloop Guide

      For new Construction: PLAYLISTS: Short, step-by-step videos designed to walk you through your first few offers/listings. Open MLS, DOTLOOP and Playlist on your computer. As you watch the videos, you can pause videos, go do it, rewind until you get ...