Document Handling
Adding Signature & Initial Fields to a PDF in Dotloop
When a document is uploaded into a loop as a PDF (not auto-filled through Dotloop), signature and initial fields must be added manually. Follow the steps below to add fields and send the document for signature. Step 1: Add People to the Loop Open ...
Adding a Document, Form or Contract to Your Loop
Dotloop offers several ways to add documents to your loop. Below are the instructions for each. 1. Click on “ADD DOCUMENT” to the right of the folder. Click “TEMPLATES” (see below). Scroll to category on the left side & select the document by placing ...
Adding Documents & Forms to Your Loop
Dotloop offers several ways to add documents to your loop. Below are the instructions for each. Click on “ADD DOCUMENT” to the right of the folder: 1. TEMPLATES Option: The Templates library will open (all of the documents/contracts/forms available ...
Splitting Documents in Dotloop
Sometimes multiple documents are merged together and need to be separated so they can be placed in the correct placeholders. Follow the steps below to split documents and move them to their proper locations. Splitting a Document 1. Open the Document ...
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 ...
Adding a Public Record (Tax Record) to Your Dotloop
In many transactions, you may be required to upload a public record (property tax record) into your Dotloop file for compliance. This document is typically pulled from: Your MLS (if the property is listed), or A county property appraiser / public ...
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 ...
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 ...
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 – ...
Dotloop – How To Change/Update Your Loop Name
Dotloop – Change/Update Your Loop Name **It is highly recommended you add the address to your loop (especially for referrals). It is okay to start your loop with your client names and then add then the address to your loop once your clients are under ...
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, & ...
Adding Signature & Initials to PDF Version of CDA
Adding Compliance Initials and Broker Signature Blocks to PDF Version of a CDA If you have a scanned copy of a CDA, it is no longer a form (template). It needs the initial and signature blocks for Compliance and your broker. Open the CDA Click Add ...
Dotloop Text Fields and Editing Issue
Archiving/Unarchiving Documents and Folders
FYI you can not archive required documents without help from admin 1. Log into Dotloop 2. Open loop which you wish to work in 3. To archive documents or folders, locate the file or folder you wish to archive 4. Click on the three dots to the right of ...
Adding a Document to a Loop
Replacing a Document in Dotloop