Overview

Dalton Wade does not accept Zelle payments.

If a client requests to pay via Zelle, you can use this approved workaround by sending a Realtor Services Invoice and requesting a secure payment link.

Step-by-Step Instructions

1. Complete the Realtor Services Invoice

• Locate the Realtor Services Invoice in Dotloop under Dalton Wade Custom Forms

• Fill out the invoice with accurate:

  • Client information

  • Transaction details

2. Send the Invoice to the Client

• Email the completed invoice directly to your client

3. Request the Payment Link

• CC miles@daltonwade.com on your email

• Attach the completed invoice

Include the following in your email:

• Client’s full name

• Client’s phone number

• Client’s email address

• Loop name and/or property address

This allows Accounting to:

• Generate a secure payment link

• Apply the payment to the correct transaction

Please Note:

• A 3% service fee applies if the client pays by credit card

4. Complete the CDA

• Fill out the CDA as usual

• In the Title/Escrow Information section, enter:
  “Realtor Services Invoice – Paid by Link”

Important Notes

• Do not mark the CDA as paid until confirmation is received

• Missing or incorrect information may delay processing

• This process should only be used as a workaround when a client requests Zelle

• Dalton Wade does not accept Zelle directly

Quick Summary

• Zelle is not accepted

• Use a Realtor Services Invoice + payment link instead

• Always include complete client and loop details when requesting the link