Your Real Estate Class is in Session
Join over 100,000 real estate professionals who have attended a dotloop
Training Session to accelerate transactions
New to Dotloop?
Watch Our New User Orientation Training Webinars
Dotloop 101
Whether you just got started with dotloop or need a refresher, our basic training will help you navigate your account and efficiently close deals.
- Account overview
- How to create a transaction
- How to edit, share and eSign documents
- How to create tasks
- How to submit for review
Dotloop 201
Experienced looper? Join our advanced training session to learn about popular features that will help you streamline transactions even further.
- How to create form templates
- How to create task lists
- How to create an “Easy-Offer” link
- How to link to a listing with offers
- How to create a loop via email
- How to email into templates
Mobile App Training
Learn how to navigate dotloop’s mobile app and take advantage of the app-only features. Available for iOS and Android.
- How to edit, share and sign docs
- Shared docs with clients via text
- Export text conversations
- Add docs from other apps
- Host in-person signing
- Submit for compliance and more
Dotloop Video Tutorials to Help You Get Work Done
Account Setup
Access the forms you need and complete your account settings to get started on the right foot.
Representing Buyers
Get step by step instructions for making offers and collaborating with the listing agent.
- Sharing Documents to Buyers
- Resharing
- Client Signing Experience
- Collaborating with the Listing Agent
Mobile
Manage your transactions on the go using the iOS or Android mobile app.
- Downloading the App
- Customizing Filters
- Creating a Loop
- Adding People and Document Templates
- Editing Document Templates
- Adding PDFs
- Editing PDFs
- Scanning a Document
- Messenger
- Sharing Documents and Hosting In-Person Signing
- Submit for Review
Account Optimization
Create custom templates to save time across all future transactions.
Representing Sellers
See how to properly take a new listing and manage the offers you receive.
- Linking to a Listing as a Listing Agent
- Make Your Listing Searchable
- Setting Up an Easy Offer Folder
- Buying Agent Links to your Listing
- Merging Two Loops Together
- Buying Agent Does Not Use Dotloop (Email-In Feature)
- Dual Agency
Tips and Tricks
Learn some of the lessor know dotloop features and methods that enable you to work smarter.
- Assigning Text Fields and Sharing with Can Sign Permission
- Hot Keys for Fast PDF Editing
- Making a Copy of a View Only Document
- Combining Two or More Documents
- Reverting Back to an Earlier Version of a Document
- How to Use the Apply Template Feature
- Email-in Shortcut
- Linking to a Listing as a Listing Agent
- Make Your Listing Searchable
- Setting Up an Easy Offer Folder
- Buying Agent Links to your Listing
- Merging Two Loops Together
- Buying Agent Does Not Use Dotloop (Email-In Feature)
- Dual Agency
Featured Webinar: How to Write a Strong Offer
- Discover how various contingencies and techniques may strengthen or weaken your client’s offer
- How to interpret various clauses and contingencies that have been observed in the marketplace
- How to utilize the resources provided to talk to your buyer/s about how their offer will be compared to others
Training Resources and Tools
Resources to help you optimize your real estate business
Dotloop 2.0
Dotloop 2.0 helps you simplify your real estate transactions through:
- More user-friendly features
- New document share routing
- New document preview mode
- And much more
Dotloop PRO
Strapped for time and resources? Enlist our dotloop PRO team to set up:
- Loop templates
- Field calculations
- Customized compliance workflows
- And much more
Dotloop Certifications
Access our most detailed training courses and join our exclusive online community of Certified Loopers and Certified Admins.
- Master basic and advanced features
- Pro tips from other dotloop experts
- Practical downloadable resources
- Exclusive product updates
