• 1

    Setting Up Your Dotloop

    • Login/Password Retrieval

    • Navigation

    • My Account

    • Document Folders

    • Types of Documents

    • Type of Documents Video

    • Applying Templates on TAR Forms in Dotloop

    • Editing PDFs

    • Chapter Task Lists

    • Hyperlinks

    • Clauses

    • Trusted Service Providers

    • Reporting Information

    • Filtering

    • Search

    • How to Sort

    • Different Viewing Options

  • 2

    Working with a Buyer

    • Creating a Loop For a Buyer

    • Referral Loops

    • People

    • Tasks

    • Documents

    • Sharing Documents

    • Resharing Documents

    • Assigning Text Fields

    • Client Experience

    • Esignature Verification Certificate

    • Signing as a LLC or a POA

    • Host An In Person Signing

    • Agent Collaboration

    • Make a Copy of Documents

    • Revert Document To Earlier Version

    • Document Submission Procedure (Non-Dotloop) **

    • Closing the transaction

    • Buyers with multiple offers
  • 3

    Representing a seller

    • Listing Folder

    • Sharing documents

    • How to Fill and Sign a Document

    • Submit Listing Folder for Review (non-Dotloop)**

    • Making Your Listing Searchable

    • Easy Offer Folder

    • Easy Offer

    • Easy Offer Direct Link

    • Managing Offers: How Agents Connect to Your Listing

    • Merging Two Loops
  • 4

    Listing folder

    • Listing Folder

    • Sharing Documents

    • Submit listing folder for review **

    • Making listings searchable

    • Easy Offer Folder

    • How Agents Connect To Your Listing

    • Managing Offers: Merging Two Loops

    • Managing Offers: Uploading PDF Offers
  • 5

    Mobile Looper

    • App Download

    • Customizing Your In-App Filters

    • Creating A Loop

    • Adding People and Document Templates

    • Editing Document Templates

    • Adding PDFs

    • Editing PDFs

    • Sharing Documents and Hosting An In-person Signing

    • Scanning Documents With Your Phone