Dotloop - Transferring Listings to Dalton Wade

Dotloop - Transferring Listings to Dalton Wade

Transferring a listing from your previous brokerage to DW:
-Listing transfer form - downloaded from your current board
-Seller signature - acknowledging their listing is being transferred to Dalton Wade
-Previous broker signature
-Your signature – listing agent
-New broker signature - Phil
-When all signatures are obtained – send completed form to your board so they can update your listing in MLS.

 

NOTE:  Some boards charge a transfer fee which will be notated on the transfer form.  Fees are to be paid by the agent.

 

Setting up Dotloop File:
-Click on “Add Loop”
-Type the address and click “Continue” (example:  Transfer – 1234 Main St., Tampa, FL)
-Select “New Agent MLS Transfer”
-Skip through “Add Photo” & click “Done”
-Click “View Loop” – the “Transfer Files” folder will auto-populate

Click on ADD DOCUMENT then “Browse” or “Email” to upload your listing transfer as well as the listing documents & addenda.

Please Note:  Phil allows agents to add/edit their listings in MLS.

 

If you are transferring a pending contract please ensure the co-broker, title & lender are notified!


Please review the Dotloop Training videos at:  

https://training.joindaltonwade.com/

We also have our YouTube channel that also offers Dotloop videos: 

https://www.youtube.com/channel/UCeP4ENAp-ytX1PTRR7xxHfQ/playlists

The great thing about the videos is you can watch them at your own leisure and pace and most are 5 minutes or less.

 

In addition, Phil sends out a message each week with various trainings and webinars for agents.  Live Dotloop & Compliance trainings are held every Wednesday from 11:00am-2:00pm at: https://zoom.us/j/559388014

 

Please reach out to Support with any questions or assistance:

Dalton Wade Support
727-914-9174
Mon. – Fri. – 9am – 7pm
Sat. & Sun. – 12pm – 5pm
Support@DaltonWade.com

 






 



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