General Dotloop
Dotloop Support Information and Hours
Dotloop Support is a great resource for any questions regarding the platform. Support Contact Info: 888-368-5667 support@dotloop.com Support Hours Mon-Fri 8 am - 10 pm EST Sat & Sun 9 am - 6 pm EST
I Forgot My Dotloop Password
Having trouble logging into your Dotloop account or need to reset your password? Here's how you can easily regain access. Since Dotloop recently merged with ShowingTime, passwords are no longer stored within the account. If you forget your password, ...
Updating Personal Information in Dotloop Profile
Updating Your Dotloop Profile 1. Log in to Dotloop. 2. Navigate to "My Account" (located at the top right with your initials or photo). 3. Click on "My Profile." 4. Update your information, including password, photo, phone number, and email. 5. Click ...
Quick Reference Guide - Getting Started in Dotloop
Transaction Coordinator Dotloop Access
There are 2 options to add your Transaction Coordinator (TC) to your loop or team as follows: The agent or team member can create the loop & invite the TC to it once it's created. The TC can take over and work the loop from start to finish. The TC ...
Licensee Disclosure of Personal Interest – Adding to Loop
Licensee Disclosure of Personal Interest – Adding to Loop REALTORS® must disclose their true position to prospective buyers when listing a property that they have any ownership interest in. In presenting offers for themselves, an immediate family ...
Adding Signatures & Initials to a Document
When a document is uploaded to a loop that was not auto-filled through Dotloop and is a PDF, the signature & initial fields need to be added manually. Here are the instructions on how to add signature and/or initial fields as well as send for ...
Commission Rebate-Credit-Waiver Disclosure – Adding to Your Loop
The legal info: The Florida Real Estate Commission (FREC) Rule 61J2-10.028(2) provides that a licensee may share brokerage compensation with a party to a transaction with full disclosure given to all interested parties. All interested parties include ...
Transferring Listings to Dalton Wade
Transferring a listing from your previous brokerage to DW: -Listing transfer form - downloaded from your current board -Seller signature - acknowledging their listing is being transferred to Dalton Wade -Previous broker signature -Your signature – ...
Splitting Documents in Dotloop
To split documents apart to move to the correct placeholders in the folders, click on the document to open it: Once open – click on “File” and “Split Document”: Split document by the # of documents that were merged together. The # of pages will ...
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 ...
How to Print or Download the W-9, E & O Certificate or Broker License
-On your main Dotloop screen -Click on Templates at top right of page -Scroll to the Office-Training Materials -Click on the W-9, E&O Certificate or Broker License and print or save to your PC. Please reach out to Support with any questions or if you ...
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 the MLS Broker Synopsis to Your Loop
There are 2 ways for you to print the MLS Broker Synopsis. Login to MLS The 1st way is to type the MLS # in the Search bar and hit enter: *If you choose this way – proceed to the printing instructions below. The 2nd way is to follow these steps: ...
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 ...
Non-Occupancy Disclosure - How to Add to Loop
Dalton Wade offers a minimalist Seller Property Disclosure for sellers who do not wish to fill out a standard Seller Property Disclosure or sellers who never resided in the property (Non-Occupancy). Open your loop: Click on “ADD DOCUMENT” to the ...
Transaction Fee & Adding the Disclosure Form
Charging your client a transaction fee? This can be disclosed on the Listing Agreement, Purchase Contract or by adding the Transaction Fee Disclosure form (for new construction): Listing Agreement: Residential Listing Agreement (represents the ...
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 – ...
Quick Reference Guide - Getting Started in Dotloop
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 ...
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, & ...
Dotloop - Transferring Listings to Dalton Wade
Transferring a listing from your previous brokerage to DW: -Listing transfer form - downloaded from your current board -Seller signature - acknowledging their listing is being transferred to Dalton Wade -Previous broker signature -Your signature – ...
Creating a Cancelled Folder (Deal Falls Through)
Listing Agent: 1. Click on the 3 dots to the right of the “INITIAL DOCS” folder. Click “RENAME”, rename folder to “CANCELLED CONTRACT” & hit the enter key. 2. Move the signed Release and Cancellation to the cancelled folder if it is not already in ...
Dotloop text fields and editing issue
Getting started with Dotloop
Training to get started with Dotloop and creating your first loop.
Owners Authorization
Thank you for reaching out to support. Our best relationships with our sellers include conversations around satisfaction in their listing as presented to the public (on the MLS or Internet sites like Zillow) and the accuracy of the data we compiled. ...
Exemption Request Form for Required Documents in Dotloop
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 on "add document" Click on "templates" Click on the "exemption" ...