Rental/Lease/Property Management
Setting Up the Property Management Loop
When a lease is signed and you are managing the property: Create a new loop in Dotloop. Name example: Prop Mgmt – 7890 Gator Ln., Trinity, FL Choose the Rental: Property Management template. Upload and complete: Property Management Agreement (signed ...
Setting Up Lease Files in Dotloop
When handling rental listing transactions, it’s important to create the correct Dotloop files and follow Dalton Wade’s escrow and commission procedures. This guide applies to all Dalton Wade states, with state-specific escrow account details listed ...
Loop Templates: Apartment Referral-Invoice
For each transaction we need a loop with a Dalton Wade loop template. The transaction type/loop used when a complex pays off of an invoice in exchange for an agent bringing them into the complex is an "Apartment Referral Invoice". They are much ...