A Complete Video Guide to Get Started
The easiest way to learn how to use dotloop's transaction management at your own pace with a step-by-step video 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 real estate transactions (Loops) and VIP phone and email support 7 days a week!
PART 2: The Loop (Transaction)
6 videos | 13 minutes
How to add interactive documents in a loop
How to add a static PDF in a loop
How to manage people in a real estate transaction
How to share documents with other real estate agents
How to drag and drop documents between folder
PART 3: Listings, Templates and the Client Experience
6 videos | 15 minutes
How to manage a listing in dotloop
How to create document templates
Overview of the "People" section in your account
Overview of the client signing experience
How to enable text wrapping in a document
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
PART 4: 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
Leading Real Estate Transaction Management Software
Learn why thousands of agents, brokers and teams choose dotloop to collaborate and close faster
