Tools & Technology
23
Videos
Beginner
Skill Level
4h 9M
Duration
Overview
This training series is designed to help agents confidently use the technology and tools available to support every stage of their real estate business. Whether you’re setting up your systems for the first time or looking to work more efficiently, these trainings will help you make the most of the resources available through Dalton Wade and our trusted partners.
Throughout this series, agents will learn how to navigate the systems they use every day, including BoldTrail, Dotloop, Dalton Wade Connect, Zillow, AppFolio, and other essential real estate technology platforms used by the brokerage.
Whether your goal is to save time, stay organized, automate repetitive tasks, or become more confident using real estate technology, these trainings are designed to help you build efficient workflows, maximize the tools available to you, and create systems that support long-term success in your business.
Jump To Specific Training
Dalton Wade Connect - Brokerage Portal
Lesson One
Dalton Wade Connect: Overview | Dashboard, Tools & How to Navigate
4 minutes
- How to navigate the Dalton Wade Connect dashboard
- Where to find announcements, training, and important updates
- How to access tools like the roster, support, and Business Builder
- Where to view your transactions, commission data, and more
Lesson Two
Dalton Wade Connect: Roster | Find Agents by State, Role & Language
2 minutes
- How to access the Dalton Wade roster
- How to filter agents by state
- How to find transaction coordinators and mentors
- How to narrow results by language, such as Spanish-speaking agents
Lesson Three
Dalton Wade Connect: Support | Create Tickets & Search the Knowledge Base
2 minutes
- How to access the help widget from any page
- How to search the Knowledge Base for quick answers
- How to submit a support ticket
- What information to include for faster support
Lesson Four
Dalton Wade Connect: Training | Find & Register for Live and On-Demand Classes
2 minutes
- How to register for live trainings from your dashboard
- Where to find the full monthly training calendar
- How to access on-demand training videos
- Where to find Continuing Education through CE Shop
Dotloop Transaction Management System
Lesson One
Commission Disbursement Authorization (CDA) Training
22 minutes
- Completing and submitting the Commission Disbursement Authorization (CDA) correctly
- Avoiding common CDA mistakes that can delay commission payments
- Understanding how to document commission splits, referrals, and transaction fees
- Using Dotloop to complete, submit, and track the CDA efficiently
Lesson Two
Dotloop | Dashboard Overview
5 minutes
- What the Loops dashboard is
- How to navigate the main menu
- How to read and filter your loops
- Where to create a new loop
Lesson Three
Dotloop | How to Create a Loop
3 minutes
- How to create a new loop
- Best practices for naming your loop
- How to select the correct template
- Key details to enter during setup
Lesson Four
Dotloop | Navigating Your Loop
3 minutes
- How to navigate the loop layout
- What each section of the loop does
- How to read notifications and activity
- Where to find documents, people, and tasks
Lesson Five
Dotloop | Understanding Loop Details & Status
3 minutes
- Where to access loop details
- Key fields to update (property, price, dates)
- How to manage transaction status
Lesson Six
Dotloop | Managing Your Contacts
3 minutes
- What contacts are used for
- How to find and search contacts
- How to add and edit contacts
- Why accurate contact info matters
Lesson Seven
Dotloop | Adding People to Your Loop
3 minutes
- Where to find the People section
- How to add and select contacts
- How to assign roles (buyer, seller, agent, etc.)
- Why roles matter for documents and signatures
Lesson Eight
Dotloop | Using Auto-Fill
4 minutes
- What Auto-Fill does
- Where Auto-Fill pulls data from
- How to run Auto-Fill on documents
- Common mistakes to avoid
Lesson Nine
Dotloop | Finding & Adding Additional Documents From Templates
4 minutes
- How to find documents not in your loop using templates
- How to search and browse for forms in the library
- How to add addenda and additional documents
Lesson Ten
Dotloop | Uploading & Filling Out PDF Documents
4 minutes
- How to upload PDFs into your loop
- How to assign documents to the correct folder
- How to add fields manually
- When to upload vs use templates
Lesson Eleven
Dotloop | Emailing Documents to Your Loop
3 minutes
- Where to find your loop email address
- How to send documents via email
- What file types are supported
- Where emailed documents appear
Lesson Twelve
Dotloop | Creating Your Own Templates
6 minutes
- How to create your own templates
- How to upload and organize documents
- How to reuse templates across transactions
Lesson Thirteen
Dotloop | Uploading, Splitting & Replacing Documents
4 minutes
- How to upload documents
- How to split scanned files into individual documents
- How to replace unsigned files with signed versions
- How to keep your loop organized
Lesson Fourteen
Dotloop | Preparing & Sending Documents for Signature
6 minutes
- How to assign signature roles
- How to place signature and initial fields
- How to send documents for signature
- How to correct and re-send documents
Lesson Fifteen
Dotloop | Sharing Your Loop & Adding Team Members
3 minutes
- How to share loop access
- How to add agents and team members
- Understanding permission levels
- Best practices for collaboration
Lesson Sixteen
Dotloop | Staying on Track with Tasks & Checklists
4 minutes
- Where to find tasks and checklists
- How to add task templates into a loop
- How to assign due dates and people
- How to stay organized throughout a transaction
BoldTrail CRM & Agent Website
New Videos Coming Soon!
Please check out Dalton Wade Connect for current videos.
Rate My Agent & Social Studio
Lesson One
Rate My Agent | Demo Session
1 hour 16 minutes
- How Rate My Agent automatically sends review requests after a transaction closes
- Approving and managing client reviews before they go live
- Where your reviews appear (Rate My Agent profile, Google, Facebook, and more)
- How Social Studio automates branded social media posts
- Setting up your social accounts for consistent, hands-off posting
Turner Prospector
Lesson One
Turner Prospector | Building Farm Lists & Targeting Neighborhoods
20 minutes
- Target the right neighborhoods
- Use data for strategy
- Build targeted farm lists
- Execute marketing outreach
Zillow Showcase
Lesson One
Dalton Wade Training | Zillow Showcase Launch Webinar
1 hour 3 minutes
- What Zillow Showcase is and how it works
- The benefits of Showcase for listings and sellers
- Features that create a more engaging home search experience
- Pricing available through Dalton Wade’s brokerage partnership
- Photography and floor plan requirements
- How to purchase and activate Zillow Showcase
- Frequently asked questions from the live webinar
Courses Coming Soon
- Dotloop:
- Adding Seller Executed Files to Your Loop
- Sharing Files with Your Seller
- Sharing Files with Buyer or List Agent
- Submit for Review
- BoldTrail:
- All new revamped trainings.
- Rate My Agent / Social Studio
- Leveraging Reviews for Referrals
- Setting Up Automations for Posting New Listings
- Setting Up Automations for Posting Sold Listings
- Setting Up Automations for Posting Reviews to Social Media
- Setting Up Rate My Agent Profile Page
- Using AI Tools (ChatGPT) for RE Business
- How to Use Zoom with Your Business
- MLS Trainings (Matrix, Flex, Navica, Paragon)
- Accessing Your MLS & Getting Started
- Finding Property Information in the MLS
- Creating a Listing in the MLS
- Entering & Managing Listing Data
- Uploading Photos & Attachments to MLS
- Using MLS Documents in Dotloop
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