General Accounting & Administration
Upgrading to the Business Builder Plan
Ready to level up to the Business Plan at $129/month + $79/transaction? Just hit up this form: https://joindaltonwade.com/upgrade-to-advanced/. Unlock all the perks of our Lead Programs by making the upgrade. Check out the details on our Lead ...
Commission Check Deposit
Agent Commission Check Deposit Instructions TD Bank - Checking/Operating Account Account # 4444780856 1. Deposit at any TD Bank branch near you. 2. Capture a photo of the commission check received from the title company. 3. Fill out the deposit slip ...
DW E & O Certificate
Printing E&O Certificate On your main Dotloop screen: Navigate to "Templates" at the top. Scroll to "Office-Training Materials" (on the left). Click on the "E&O" certificate. Select "FILE" and choose "Print" or "Download." Adding E&O Certificate to a ...
NEW CDA and Paid at Closing guide
E-Check process
How Received Emailed Checks Work Dalton Wade Real Estate Group preferred method of paying our agents is "Pay at Close" and this remains unchanged. In the rare occasion when the agent is not able to be paid at close by Title (new construction, agent ...
Business Builder Plan Downgrade
Consider the Opportunities on Our Lead Program We understand your interest in downgrading your fee to $79/mo and opting out of the lead program. Before making this decision, we want to ensure you are aware of the incredible opportunities available ...
Rental Escrow Wire Instructions
Rental Escrow Wire Instructions: 1. Upload a copy of the Teller Receipt or Wire 2. Email Miles@daltonwade.com to advise: a. the amount b. what the deposit is for (address associated) Bank Address: TD Bank N.A. 6000 Atrium Way Mount Laurel, NJ 08054, ...
1099 and track1099
You should have received an email from noreply@track1099.com. Please check in your spam/junk folder for this as this is how you got your 2020 1099 since we are no longer using Loft47. This the link to the website but search your email for track1099 ...
How can I operate a corporation? What are the Steps to getting PA or LLC designation as a REALTOR?
The PA stands for Professional Association, so the DDPR or the state allows you to operate as a corporation either under a PA or an LLC. Most agents like to be a PA, this way they can be taxed as a corporation, and they like to be treated as an S ...
Cancel Automatic PayPal Payments
To cancel an automatic PayPal payment, follow these steps: Log in to your PayPal account. Click on "Settings" near the top of the page. Select "Payments." Choose "Manage pre-approved payments." Locate the subscription for $/month to us. Click on ...
New agent referral
To qualify for the referral, the new agent must stay with us a minimum of 60 days and join or be part of a Board of Realtors. To receive your referral fee, you must complete and submit the agent referral form found on Join Dalton Wade ...