Zelle Workaround – Using a Realtor Services Invoice

Zelle Workaround – Using a Realtor Services Invoice

Zelle Workaround – Using a Realtor Services Invoice

When a clients wants to use Zelle, please follow the steps below to collect payment using a Realtor Services Invoice and a payment link.

Step 1: Complete the Realtor Services Invoice

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

  • Fill out the invoice completely with the correct client and transaction details.

Step 2: Send the Invoice to the Client

  • Email the completed Realtor Services Invoice directly to your client.

Step 3: Copy Accounting and Request the Payment Link

  • CC miles@daltonwade.com on the email and include the completed invoice.
  • In the email body, include:
    • Client’s full name
    • Client’s phone number
    • Client’s email address
    • Loop name and/or property address

This information allows Miles to:

  • Generate the payment link
  • Please Note: there will be a 3% service fee if paid by credit card
  • Attach the payment correctly to the appropriate loop

Step 4: Complete the CDA

  • Fill out the CDA as you normally would.
  • 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.
  • Accuracy matters—missing client or loop details may delay processing.
  • This process is intended only as a workaround when a client wants to use Zelle – Dalton Wade does NOT accept Zelle payments.

 

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