Transferring a Loop Between Two Dotloop Accounts

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 current account by sharing them with yourself.

Step 1: Log in to the Old Account

  1. Sign in to your old Dotloop account (the one not linked to Dalton Wade).

  2. Open the loop that you need to transfer.

Step 2: Share the Loop to Your New Account

  1. In the loop, click Add Person.

  2. Add your new Dalton Wade–linked email address (the one associated with your active Dalton Wade Dotloop account).

  3. When the sharing screen appears, select the permission Edit in Private.

    • This ensures you have full access to the documents in your new account.

  4. Share all necessary documents to your new account email.

Step 3: Access the Loop in Your New Account

  1. Log out of your old Dotloop account.

  2. Log into your new Dalton Wade–linked account.

  3. You will now see the loop(s) and documents that were shared over.

Additional Support

  • For more help and training, visit the Dotloop Resource Center.

  • Live chat support is available at Dotloop Support

    • Hours: Mon–Fri 8:00 a.m.–9:00 p.m. EST | Sat–Sun 9:00 a.m.–6:00 p.m. EST

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