Dotloop is a free resource to all agents to complete and track your transaction documents. For you, it is a place to share documents with your clients, get signatures, update status of transactions, and upload copies of checks and other commission documents.
Here's a quick rundown of how to use dotloop.
If you need a dotloop account, go to My Profile > View and improve profile > Select My dotloop account under My Tools
All documents are uploaded to dotloop.
To upload for a new transaction, create a new loop and title it: NAME OF PROPERTY. If it is a referral or other transaction, add the address when available.
Keep the transaction status up to date. (Pre-Offer, Under Contract, Sol, Archived).
Submit for broker review: Contract, any amendments, and Commission Agreement.
Just a head's up, the Support team gets alerts for every transaction, no need to add us or email, we will see it right on dotloop!
dotloop often hosts trainings for our agents. Here's the latest one! Feel free to watch and learn.
The complete support center for dotloop can be found here.