Loop Review & Compliance
Reviewing Your Notes in Dotloop
When you submit your folders & documents for review to the Compliance Team and they change the status of your folder to: RETURNED TO AGENT – requires action from you! Folders are returned for the following: -Listing Agreement – missing Phil’s ...
Submitting Folders/Documents for Review
When your documents are signed, including the DW required forms and addenda, you are ready to submit the folder to the Compliance Team for review. Contracts, Listing Agreements & Addenda are required within 48 hours of execution. Note: The Compliance ...
Dotloop – Why Were My Documents Returned?
Dotloop – Why Were My Documents Returned? When agents submit their completed & signed documents/folders to the Compliance Team for review and a Compliance Team Member returns documents or folders, the notes are provided to the agent as to why they ...
Exemption Request
From time to time there is a legitimate reason for not having a required file. In these cases, we have an exemption request available to you in dotloop. Here is how to access it : Click "add document" Click "templates" Click on the "Dalton Wade ...
Loop review process
The general loop review process is: Submit initial Docs within 48 hours of execution. Submit listing docs within 48 hours of execution. Make sure your listing agreement is signed by Phil before submitting for review. Mid Transaction Docs ( fill CDA ...
Exemption Request Form for Required Documents in Dotloop
Occasionally, there may be a valid reason why a required file cannot be provided. In these situations, you can submit an Exemption Request in Dotloop. How to Access and Complete the Exemption Request Open your loop and click Add Document. Select ...
Submitting Dotloop documents for review
Check out this video on how to submit your Dotloop documents for review.