Complete Video Guide to Get Started | Dotloop

A Complete Video Guide to Get Started

The easiest and fastest way to learn how to use dotloop at your own pace with this step-by-step guide

PART 1: Getting Started

3 videos | 5 minutes

 

How to customize "My Account" settings

 

How to add your association in dotloop

 

How to create your first loop (transaction)

Not a Premium user?

Upgrade today and unlock all Premium features as well as unlimited transactions (Loops) and VIP phone and email support 7 days a week!

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PART 2: The Loop

6 videos | 13 minutes

 

How to add interactive documents in a loop

 

How to add a static PDF in a loop

 

How to share documents from dotloop

 

How to manage people in a loop

 

How to share documents with other agents

 

How to drag and drop documents between folder

Premium Features

These features are only available for dotloop Premium users

 

How to create Task Templates

 

How to create and manage re-usable clauses

 

How to include a PDF version the document(s) when sharing

 

How to give other people same level access to a loop

 

How to fax documents directly from dotloop

Not a Premium user?

Upgrade today and unlock all Premium features as well as unlimited transactions (Loops) and VIP phone and email support 7 days a week!

Learn more

PART 3: Mobile Technology

5 videos | 11 minutes

 

Overview of the iOS dotloop app

 

Overview of the Android dotloop app

 

How to set-up Messenger

 

How to submit folders for review via the Android App

 

Overview of "My Loops" responsive platform

 
dotloop Android App dotloop iOS App

PART 4: Listings, Templates and the Client Experience

6 videos | 15 minutes

 

How to manage a listing in dotloop

 

How to create document templates

 

How to create task templates

 

Overview of the "People" section in your account

 

Overview of the client signing experience

 

How to enable text wrapping in a document

 

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