Best Practices
Tech Support
Basic Set Up
Required Paperwork
Things I forget
100

Process for removing duplicate documents.

What is archive?

100

Files you can insert in DotLoop

What is a pdf?

100

I update my agent information here.

What is Default Profile or My Account?

100

Just wrote an offer.

What is the Buyer Net Sheet?

100

When to do seller net sheets.

What is at time of offer and final execution?

200

Tool for sorting through lots of loops.

What is Filters?

200

Where I enter information for autofill.

What is View Details?
200

The tool for managing my transaction

What is a Loop?

200

Associated document about money transfer

What is the Wire Fraud?

200
How to submit paperwork to the team.

What are Google Submission Forms?

300

Process to easily identify multiple "blank addendums to purchase agreement"

What is rename them with content & date?

300

I need to fix a mistake without erasing signatures.

What is the Make a Copy feature?

300

Tool used to write an offer.

What is a purchase agreement loop?

300

Buyer Orientation

What are agency disclosure and exclusive buyer agreement?

300

On the Listing Agreement

What is "agent signature"?

400

Feature that provides recipient with document not requiring going back online

What is Attach PDF?

400

Feature that allows seller to complete SPCD digitally.

What is Can Fill & Sign?

400

What you need to do so DotLoop can assign fields to People correctly?

What is enter people and give roles?

400

Listing Appointment

What are listing agreement, agency disclosure, property disclosure, lead based paint, & net sheet?

400

I need an addendum when...

What is "clients" want to change anything on a listing or purchase agreement?
500

Process for signing digitally while sitting with clients.

What is Host In Person Signing?

500

3 ways to input documents

What is templates, browse, and email?

500

Process to provide access to paperwork

What is "share"?

500

Sending a client to an agent out of state

What is the referral paperwork?

500

A week before closing, I should...

What is check my loop for any missing or incomplete paperwork?

M
e
n
u