Dotloop Trainings

Dalton Wade offers comprehensive Dotloop training to help you confidently manage contracts and transactions. Our recorded live class provides a full overview of Dotloop’s features, while our detailed step-by-step videos walk you through creating both listing-side and buyer-side contracts. Whether you’re new to Dotloop or looking for a refresher, these trainings ensure you can efficiently handle paperwork and stay compliant. Access our Dotloop training anytime to streamline your transaction process.

Dotloop Training

Recorded version of our Monday classes.

View the Slide Deck here.

Dotloop: Adding a Document from Templates

Learn how to add a document from the templates provided to you from Dalton Wade and your MLS service.

Dotloop: Replace a Preloaded Document with an Uploaded Document

Learn how to replace a “required” or “optional” document with a PDF you’ve uploaded.

How to Fill Out Your CDA Form

Learn how to fill out the form needed in order to get paid at Dalton Wade!

How To Submit Your Documents for Review & Get Broker Signatures

Broker Signatures and Submitting Documents to our compliance team is a huge part of Dotloop, learn how to do so here!

Offer-Buy Side Residential
Step by Step Instructions

Navigating the Loops Screen

The loops screen is the first screen you see when you login.

Downloading the MLS Sheet and Public Record

This video demonstrates how to download the MLS Broker Synopsis and Tax Record (using iMapp) from the MLS.

Downloading MLS Attachments

Creating a Loop

This video demonstrates on how to create/add a loop.

Navigating Your Residential Loop

This video is an overview of your screen and workflow in Dotloop with Dalton Wade.

Adding Property Details & People

This video will demonstrate how to add people to your loop from the property details section for your loop screen.

Adding File and Templates

This video will demonstrate how to add the files and templates that you will need for your transaction.

Preparing Files for Signature

After you have added necessary files to your loop, you will want to set them up for electronic signature.

Sharing Files with Buyer and List Agent

This video will show you how to share your documents so you can get them signed.

Adding Seller Executed Files to Your Loop

If the selling side doesn’t use Dotloop, this will show you how to add them into your loop.

Submit for Review

Get your folders reviewed within 48 hours of effective dates. Folders are set up to allow organization and workflow.

Listing-List Side Residential
Step by Step Instructions

Adding Property Details & People

This video is an overview of your screen and workflow in Dotloop with Dalton Wade.

Downloading the Public Record

The Public Record contains basic info about a property that you can share with your client and that you should see for yourself.

Creating a Loop

When you are ready to start a transaction in Dotloop, you will create/add a loop.

Navigating the Residential Loop

This video is an overview of your screen and workflow in Dotloop with Dalton Wade.

Splitting, Adding, Replacing Files

The buyer agent may send you files in one big package, or you may find yourself with mutiple versions of the same file.

Preparing Files for Signature

Dotloop provides you with the ability to get signatures electronically.

Sharing Files with Your Seller

Demonstration of how to share files with your sellers.

Getting the Owners Authorization for MLS Data Entry

Stellar MLS requires that the Owner approve the data about their home BEFORE you make their listing active.

Adding Files and Templates

Every transaction is different. This video will demonstrate how to add the files and templates that you will need for your transaction.

Add Photos to Your Listings on the MLS

Your listing photos matter. Make them look good. This video will show you how to add them to the MLS.

Add Attachments to Your Listings

You will want to upload any and all disclosures/addenda/information that you want the buyer to see/receive before you go under agreement.

Add Your Listings to the MLS

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.

Submit for Review – Listing Docs Folder

Get your folders reviewed within 48 hours of effective dates. Folders are set up to allow organization and workflow.

Additional Dotloop Videos

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.

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.

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.

Apply Buyer Side Template

Learn how to apply a Dotloop template to a PDF file. We have several custom templates.

Filters, Views, and Sorting Overview

Learn to use the filter to customize the loops you see on your main loop page.

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.

Creating and Offer to Purchase Demo/Overview

Fast paced demo of creating an offer in Dotloop.

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Dotloop Trainings