Getting Started With Dalton Wade
Learn more about our onboarding process. For new agents and experienced agents in need of a tune up, below is training content that covers the fundamentals for a successful real estate career.
Building Your Business
Below you will find training material designed to help you attract more clients and close more transactions.
Recorded Live Trainings
All live trainings are available on demand so you can watch at any point!
Being A Stronger Agent
Here you will find training material designed to help you become a technically proficient and stronger Real Estate Professional.
Our Platform For Success
We provide you the best tech tools, Boomtown (your IDX agent website & CRM) & Dot Loop (Transaction Management, Electronic Signature & Compliance Software). Learn more below.
Getting Started With Dalton Wade
Learn more about our onboarding process. For new agents and experienced agents in need of a tune up, below is training content that covers the fundamentals for a successful real estate career.
Building Your Business
Below you will find training material designed to help you attract more clients and close more transactions.
Recorded Live Trainings
All live trainings are available on demand so you can watch at any point!
Being A Stronger Agent
Here you will find training material designed to help you become a technically proficient and stronger Real Estate Professional.
Our Platform For Success
We provide you the best tech tools, Boomtown (your IDX agent website & CRM) & Dot Loop (Transaction Management, Electronic Signature & Compliance Software). Learn more below.
Welcome to Dalton Wade
Claren and Lisa welcome you to Dalton Wade. They provide an overview of the resources, programs, support and training opportunities available to help you build…
Office Policies & Procedures
During this training you will learn more about real estate concepts that you have a high probability of running into as an agent. These topics…
Working With a Home Buyer
In this training we discuss showing a home to a buyer, doing a comparative property analysis, we review the "as is" contract for sale &…
Basics: Working With a Home Seller
In this training we review getting prepared for a listing presentation, conducting a listing presentation, entering the listing…
Prospecting for Listings
There is no better way to get your real estate career going than prospecting for listings. Learn best practices around this critical business channel.
Convert Internet Leads
98% of home buyers shop for real estate online. Learn how to increase your internet lead conversion to dominate this important channel.
Social Media Tips
Build your business with social media! Here you will find tips to make you stronger in this area.
Win More Listing
Now that you have secured the listing appoint we will review how to deliver a winning listing presentation.
First Meeting with a Homebuyer
You received the lead and then you got the meeting. You will be much better prepared for your first buyer meeting after this training,
Sphere of Influence
Your sphere of influence needs to be mined. Learn tips and tactics to gain clients beyond family, friends and business associates.
Tips to Win More Offers
Here we will review tips & techniques to help you get your clients offers accepted.
Buyer Agent Agreement
Learn more about the pluses and minuses of using a buyer agent agreement and when best to use it.
Be a Stronger Negotiator
Negotiating strategies that will impress both your client and the agent on the other side of the transaction.
15 Open House Tips
There is no better source than open house leads. They are free and convert at a higher rate than internet leads. Learn 15 open house…
As Is Contract Explained
Deep dive into the "As Is" Contract. Become an expert on the contract that is used in 98% of transactions in Florida.
Importance of the Sellers Disclosure
While not a required document in the real estate transaction, learn the ins and outs of the seller's property disclosure.
FHA 203k Loan
This type of loan product is not as popular now as during the foreclosure boom but still is applicable in certain situations.
Inspection, Financing & Appraisal Contingencies
These contingencies are critical for protecting your buyer's deposits. This training will make sure you have a full understanding.
Understanding FIRPTA
There are many foreign sellers in Florida. Understanding FIRPTA will help you in this area as both the listing and the buyers agent.
Navigating the Home Inspection
Tips to help you and your client get through the home inspection and keep your transaction moving forward.
Understanding the Foreclosure Process
Become much more knowledgeable about the foreclosure process in Florida.
Exclusive Right of Sale Listing Agreement
Helping you fully understand the Exclusive Right of Sale Listing Agreement.
Financing for Condominiums
Financing for condominiums is tricky! Make sure you know all the details.
Working with Short Sales
While short sales are not as prevalent as they used to be, understanding the mechanics of a short sale will help you be prepared if…
As Is Contract vs. Residential Contract
Learn the three differences between the "As Is" Contract and the Residential Contract For Sale & Purchase.
Single Agent vs. Transaction
Learn the differences between Single Agent & Transaction Broker. Learn when it's best to use each when representing your client.
Led Paint Disclosure
The lead paint disclosure needs to be completed accurately. Learn how to complete it properly.
The real estate profession is technology driven and we provide you the best tools: Boomtown (your IDX agent website and Client Management System) and Dot Loop (Transaction Management, Electronic Signature & Compliance Software) – all to help you succeed in the digital real estate world. Learn more about our technology platform below.
BoomTown! Setup
Setting Up Your Boomtown Account
In this short video you will learn the basics of setting everything up! You will set up your Boomtown profile which links directly to content…
Automating Your Marketing with Drip Campaigns
Smart Drip Plans automate the marketing process for you with predesigned text and emails to go out at certain intervals you…
How to Work Leads (Lead Participants)
Here you will learn the meat and potatoes of Boomtown! You will learn how to add leads manually to the system (which sends them an…
Creating Text/Email Templates & Sending Bulk Messages
Here you will learn how to create your own text and email templates to have available to you whenever you go to text or…
How to Work Leads (Non-Lead)
Here you will learn the meat and potatoes of Boomtown! You will learn how to add leads manually to the system (which sends them an…
Creating Property E-Alerts
Here you will learn how to create the listing alerts to go out to customers by email, a helpful tool to stay in front of…
Dotloop: Offer-Buy Side Residential
Step by Step Instructions
Logging into Dotloop (Buy)
This video will take you to the dotloop login screen and demonstrate the log in process.
Creating a Loop (Buy)
When you are ready to start a transaction in dotloop, you will create/add a loop. This video demonstrates the steps you will take to add…
Preparing Files for Signature (Buy)
After you have added necessary files to your loop, you will want to set them up for electronic signature. Watch this video for a…
Navigating the Loops Screen (Buy)
The loops screen is the first screen you see when you login. This video is an overview of the icons and feature available on you…
Navigating Your Residential Loop (Buy)
Every Brokerage is different. This video is an overview of your screen and workflow in dotloop with Dalton Wade. This video is part of the…
Sharing Files with Buyer and List Agent (Buy)
After your files are ready for signature, you will need to get them signed. This video will show you how to share them with your…
Downloading the MLS Sheet and Public Record (Buy)
This video demonstrates how to download the MLS Broker Synopsis and Tax Record (using iMapp) from the MLS. This video is part of the Buy…
Adding Property Details & People (Buy)
This video will demonstrate how to add people to your loop from the property details section for your loop screen. It will also share with…
Adding Seller Executed Files to Your Loop (Buy)
The listing agent may not use dotloop, or they may not want to use your dotloop. That is OK and understandable. This video will show…
Downloading MLS Attachments
This video demonstrates how to download attachments that are part of a listing on the MLS. This video is part of the Buy Side Step-by-Step…
Adding Files and Templates (Buy)
Every transaction is different. This video will demonstrate how to add the files and templates that you will need for your transaction. This video is…
Submit for Review (Buy)
Get your folders reviewed within 48 hours of effective dates. Folders are set up to allow organization and workflow. Review is set up to protect…
Dotloop: Listing-List Side Residential
Step by Step Instructions
Adding Property Details & People (List)
Every Brokerage is different. This video is an overview of your screen and workflow in Dotloop with Dalton Wade. This video is part of the…
Splitting, Adding, Replacing Files (List)
The buyer agent may send you files in one big package, or you may find yourself with mutiple versions of the same file. Thsi video…
Getting the Owners Authorization for MLS Data Entry (List)
Stellar MLS requires that the Owner approve the data about their home BEFORE you make their listing active. This video is part…
Add Your Listings to the MLS (List)
A brief overview of how to get started adding your listing information to the MLS. This video is part of the List Side Step-by-Step Playlist.
Downloading the Public Record (List)
The Public Record contains basic info about a property that you can share with your client and that you should see for yourself. This video…
Adding Files and Templates (List)
Every transaction is different. This video will demonstrate how to add the files and templates that you will need for your transaction. This video is…
Submit for Review - Listing Docs Folder (List)
Get your folders reviewed within 48 hours of effective dates. Folders are set up to allow organization and workflow. Review is set up…
Creating a Loop (List)
When you are ready to start a transaction in Dotloop, you will create/add a loop. This video demonstrates the steps you will take to add…
Preparing Files for Signature (List)
Dotloop provides you with the ability to get signatures electronically. This video will demonstrate how to get your files set up for easy sharing for…
Add Photos to Your Listings on the MLS (List)
Your listing photos matter. Make them look good. This video will show you how to add them to the MLS. This video is part of…
Navigating the Residential Loop (List)
Every Brokerage is different. This video is an overview of your screen and workflow in dotloop with Dalton Wade. This video is part of the…
Sharing Files with Your Seller (List)
Demonstration of how to share files. This video is part of the List Side Step-by-Step Playlist.
Add Attachments to Your Listings (List)
You will want to upload any and all disclosures/addenda/infomation that you want the buyer to see/receive before you go under agreement…
Additional Dotloop Trainings
Requesting an Exemption for a Required File
Do you need to request an exemption for a required file? This demo will take you through the steps.
Apply Buyer Side Template
Learn how to apply a dotloop template to a PDF file. We have several custom templates. These will come in handy when a seller has…
Listing with No Co-Broker - Add Offer/Buyer Files
Are you the listing agent and the buyer agent? This demo will show you how to add the buy side files to your listing loop…
Filters, Views, and Sorting Overview
Learn to use the filter to customize the loops you see on your main loop page.
How to Fill Out a CDA
Get Paid at closing with your approved loop. This demo will show you how to fill out the CDA (commission disbursement authorization) that…
Unarchive and Filter Loops
Don't archive SOLDS, mark them as sold. Learn to use the filter to customize the loops you see on your main loop page.
Adding an Agent to Your Team in the MLS
Demo how to add an agent to your team in dotloop. You will use this feature to allow a Dalton Wade TC access...
These are the recorded versions of our Live Trainings offered at Dalton Wade. Want to sign up for a live training session and ask questions along the way? Click here to register for a time.
Boomtown Training: CRM/DW Website
Passcode: p1D$ErRQ
This is our CRM (customer relationship management system) and back end login to your DW website that you all get ...
Open House Training
Learn how to host a proper open house - from the set up, materials to bring, the break down, and what to say and do with customers (including follow up afterwards).
Lead Conversion Training
How to Convert Leads (The Importance of the Call, Scripting, Objection Handling, Following Up & Using Boomtown to Close More!)
Paradym Training
Passcode: M#!2wBwF
Paradym can come up with content for you and post on a schedule across all your social media platforms to enhance...
New Agent Training - 1
Come learn the ins and outs of being a brand new agent that you don't learn in RE School.
FLORIDA AGENTS:
As-Is Contract Training & Exclusive Right of Sale List Agreement Training
Learn the as is contract line by line one week, and the next week learn the ins and outs of the list agreement.
New Agent Training - 2
Come learn the ins and outs of being a brand new agent that you don't learn in RE School.
ALABAMA AGENTS: Residential Purchase Agreement
Passcode: !Srpf5ye
Learn the Residential Purchase Agreement for Alabama agents.
Join Dalton Wade
To schedule a confidential interview and learn how Dalton Wade can help you grow as a real estate professional and keep more of the commission dollars you generate call the number to the right or email us.