← Go back to trainings.

Dotloop Trainings

Dotloop is Dalton Wade’s Transaction Management System. You will need to know how to use this platform so you can submit contracts to compliance and get paid at closing.

Dotloop Training

Recorded version of our Monday classes.
View the slidedeck here.

Logging into Dotloop

This video will take you to the dotloop login screen and demonstrate the log in process.

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.

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

This video demonstrates how to download attachments that are part of a listing on the MLS.
 

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 Files
and Templates

his 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.
 

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.

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.

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) .

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.
Boomtown: Setting Up Your Account

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…

View

Boomtown: Automating Your Marketing with Drip Campaigns

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…

View

Boomtown: How to Work Leads with Boomtown * Lead Program Participants *

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…

View

Boomtown: Creating Text/Email Templates & Sending Bulk Messages

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…

View

Boomtown: How to Work Leads with BoomTown * Non-lead Program Participants *

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…

View

Boomtown: Creating Property E-Alerts

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…

View