Document Managament
Exclusive Buyer Brokerage Agreement: Requirements for Self-Representation
As a buyer representing yourself in a transaction, you might wonder if completing the Exclusive Buyer Brokerage Engagement Agreement is necessary. While it may seem unnecessary, it is important and required to complete this agreement.
Adding Signature & Initial Fields to a PDF in Dotloop
When a document is uploaded into a loop as a PDF (not auto-filled through Dotloop), signature and initial fields must be added manually. Follow the steps below to add fields and send the document for signature. Step 1: Add People to the Loop Open ...
Adding Documents & Forms to Your Loop
Dotloop offers several ways to add documents to your loop. Below are the instructions for each. Click on “ADD DOCUMENT” to the right of the folder: 1. TEMPLATES Option: The Templates library will open (all of the documents/contracts/forms available ...
Commission Rebates, Credits, and Waivers
In certain situations, you may choose to give a portion of your commission back to a client, waive your commission, or provide a credit at closing. To stay compliant, these actions must be disclosed to all parties and documented properly. Legal & ...
Splitting Documents in Dotloop
Sometimes multiple documents are merged together and need to be separated so they can be placed in the correct placeholders. Follow the steps below to split documents and move them to their proper locations. Splitting a Document 1. Open the Document ...
Dragging & Dropping, Archiving & Renaming Documents & Folders
Before you submit your folder for review to the Compliance Team, you can prevent unnecessary documents, unsigned documents, or multiple copies of a document from being returned by doing some file clean up prior to submission! Dragging & Dropping ...
Adding the Public Record (iMAPP/Realist) to Your Loop
There are 2 ways for you to retrieve the Public Record. 1st way – If the property is listed in MLS – open the listing: Click on the parcel ID next to the “TAX ID”: The Public Record will display. Click on the “Print” button to print or save to your ...
Adding MLS Broker Synopsis
There are two ways to access and print the MLS Broker Synopsis. Option 1: Search by MLS Number Log in to your MLS. In the Search bar, type the MLS # and hit Enter. Once the listing opens, follow the Printing Instructions below. Option 2: Search by ...
Printing a Blank Contract or Form from Dotloop
How to print a Listing Agreement, Contract, Addendum, or form such as the DW W-9 or the DW E&O Insurance from Dotloop without creating a loop. From your Dotloop login screen Click on Templates: In this example, I am showing you how to print the DW ...
Transaction Fee & Adding the Disclosure Form
Agents may charge their client a transaction fee ($79 or $390, depending on plan). This fee must be disclosed properly in one of the following ways: By using the Transaction Fee Disclosure Form On the Listing Agreement On the Purchase Contract Option ...
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 – ...
Dotloop – How To Change/Update Your Loop Name
Dotloop – Change/Update Your Loop Name **It is highly recommended you add the address to your loop (especially for referrals). It is okay to start your loop with your client names and then add then the address to your loop once your clients are under ...
Dotloop – Grouping Documents to Send One Packet for Signing
How to group and send listing documents in Dotloop and/or contract documents together to send to your client as one packet for signing: · - Open your loop. · - Go to the “People” section and add your client information – role (seller/buyer), name, & ...
Handling a Cancelled Contract in Dotloop (If a Deal Falls Through)
When a contract is cancelled, agents must properly organize documents and submit them for compliance. The steps differ slightly depending on whether you represent the Listing Agent or Buyer Agent. For Listing Agents Rename the Initial Docs Folder ...
Dotloop: Create/Add a Loop
Archiving/Unarchiving Documents and Folders
FYI you can not archive required documents without help from admin 1. Log into Dotloop 2. Open loop which you wish to work in 3. To archive documents or folders, locate the file or folder you wish to archive 4. Click on the three dots to the right of ...
Adding a Document to a Loop
Replacing a Document in Dotloop