Access new interactive forms within your dotloop account to educate and wow your clients. Select from a mortgage calculator, estimate net sheets, a listing checklist and more. Watch the video to get started.
To access the folders containing these interactive templates within your dotloop account you will need to use the secret invitation code.
Customize these templates by pre-filling them with your information for quicker transactions and use the worksheets to get more familiar with dotloop.
Learn how to customize your forms and create your own listing and buying folders.
Get hands-on experience with the worksheets provided to master adding and editing fields.
Use this worksheet to practice the following: placing signature and initial fields, assigning those fields to your clients, adding text boxes and placing strikethrough fields over text.
Share this interactive mortgage calculator with your clients so they can quickly calculate and compare the estimated monthly payments of up to 3 different properties.
Speed up the payment process for your agents with this smart CDA form that auto-fills all the needed information from your transaction details.
Help your clients understand how much money they can estimate to keep after selling their home. This template will automatically calculate the numbers for you.
Provide your buyers with a detailed list of the expenses associated with purchasing a specific property. This template will automatically calculate the numbers for you.
Share this resource with sellers to better understand details about them, the property and how they can help expedite the selling process.
Get more insight into your client’s wish list and top locations when guiding them through the home buying journey.
Checklist for transaction coordinators to stay on top of the most common tasks throughout a home purchasing process.
Checklist for real estate transaction coordinators to keep agents and clients on track during the home selling process.
Speed up the document set up process with these keyboard shortcuts to quickly add, move, resize, select and copy interactive fields to your PDFs. Available for Mac and PC.
Quickly share a summary of your transaction’s key dates, terms, and contacts to all parties.
Downsizing can be a tricky process for most people. Help your clients identify what their must-haves are when looking for a smaller home.
They sure are! These real estate templates and worksheets are 100% free for all dotloop users.
The documents located in the “Interactive Docs” already contain interactive fields (text boxes, field calculations, etc.). However, the documents located in the “Worksheets” folder are not interactive as they are intended for you to practice placing and using fields.
Absolutely! We’re already working on new templates and worksheets. These documents will be updated regularly and new ones will be added on a monthly basis.
Once you unlock the invitation code, follow these steps, or watch the video above.
Skip steps 1 and 2 by clicking here to go directly to your profile(s).
We’d love to hear what you have to say about these new resources. Also, if you have any suggestions for other templates or worksheets that would be a great addition, tell us in the 3-minute survey below.