Referral
Referral Paperwork Step-by-Step Process
Here is the step-by-step process you need to take to complete your referral paperwork and then submit it through Dotloop to compliance to get paid and have your paperwork reviewed. First click "+ Loop" at the top right of the page after logging in: ...
Incoming Referral Loop Set Up - Dotloop
Incoming referral from another broker/referral company: *You are receiving a referral from another agent/broker. Dalton Wade will pay a referral fee to the other broker upon closing. When referred client lists their home or is under contract with you ...
Outgoing Referral Loop Set Up - Dotloop
Outgoing referral to another broker: *You are referring a client to another broker. The other broker will issue a check to DW for your referral payment. 1. Click on “Add Loop” 2. Type name of loop – example: “Referral – Client Name” IMPORTANT! When ...
Dalton Wade to Dalton Wade Agent Referrals
When one Dalton Wade agent refers a client to another Dalton Wade agent, both agents have a few important steps to follow to make sure everything is documented correctly and everyone gets paid properly. The Basics Both agents need to create their own ...