Admin Training Business +
Hosted by
Sam Schultz | 49m 42s
About this webinar:
This training is designed to help brokerage admins and transaction coordinators streamline compliance and increase productivity with dotloop Business+.
What you will learn:
Document review process
Dashboard organization
Template customization
People management
Workflow modification
Sign up for a time that works best for you!
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Android Mobile Webinar
Hosted by
Sam Schultz | 28m 59s
About this webinar:
Learn how to navigate dotloop’s mobile app and take advantage of the app-only features
What you will learn:
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
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View the dotloop Privacy Policy
Compliance Review for Admins
Hosted by
Sam Schultz | 18m 26s
About this webinar
This 20-minute session will highlight the compliance process from the agent and admin perspectives along with diving into dotloop workflows so you can get your office or team’s compliance process up and running in this all-in-one transaction management platform.
What you’ll learn
Submitting for Review
Keeping your loops page organized
Reviewing documents
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Document Editing | Agent Training
Hosted by
Sam Schultz | 19m 39s
About this webinar:
Whether you just got started with dotloop or need a refresher, learning the ins and outs of PDF editing and interactive documents will be a timesaver!
What you will learn:
The different types of fields that make up interactive documents
Assigning fields
Labeling fields
Grouping fields
Hot Keys
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dotloop 101 | Agent Training
Hosted by
Sam Schultz | 1h 3m 1s
About this webinar:
Whether you just got started with dotloop or need a refresher, dotloop 101 | Agent Training will help you navigate your account and efficiently close deals.
What you will learn:
Overall account navigation
How to create a transaction
How to edit, share, and eSign documents
How to create tasks
How to submit for review
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop 101 | BHHS Agent Training
Hosted by
Meggie McCleary | 39m 56s
About this webinar:
Whether you just got started with dotloop or need a refresher, dotloop 101 | Agent Training will help you navigate your account and efficiently close deals.
What you will learn:
Overall account navigation
How to create a transaction
How to edit, share, and eSign documents
How to create tasks
How to submit for review
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop 2.0 for Admins
Hosted by
Sam Schultz | 30m 2s
About this webinar:
Learn about the features available for admins in this new transaction experience. It’s all about simplicity and removing unnecessary friction so brokers, teams, agents, and clients can seamlessly collaborate.
What you’ll learn:
How to get early access to the new experience
Deep dive into the new compliance tools
How to setup share routing templates
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop 2.0 for Agents
Hosted by
Sam Schultz | 1h 39s
About this webinar:
Learn about the features available for agents in this new transaction experience. It’s all about simplicity and removing unnecessary friction so brokers, teams, agents, and clients can seamlessly collaborate.
What you’ll learn
How to get early access to the new experience
Deep dive into new and exciting features
How to share your feedback directly with our developers
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop 201 | Agent Training
Hosted by
Sam Schultz | 59m 14s
About this webinar:
Are you an experienced looper or would you like to become one? Tune in to dotloop 201 to learn about popular features that will help you streamline transactions even further.
What you will learn:
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
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop Advanced Agent Training
Hosted by
Sam Schultz | 59m 14s
About this webinar:
Are you an experienced looper or would you like to become one? Tune in to this dotloop Advanced session to learn about popular features that will help you streamline transactions even further.
What you will learn:
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
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop Beginner Agent Training
Hosted by
Sam Schultz | 1h 3m 1s
About this webinar:
Whether you just got started with dotloop or need a refresher, dotloop Beginner Agent Training will help you navigate your account and efficiently close deals.
What you will learn:
Overall account navigation
How to create a transaction
How to edit, share, and eSign documents
How to create tasks
How to submit for review
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop Business+ Demo
Hosted by
Sam Schultz | 17m 5s
About this webinar:
We’ll cover all the agent and admin benefits that come with a dotloop Business+ account.
What you will learn:
Create and customize loop templates
Review documents
Add and remove agents
Reporting
Sign up for a time that works best for you!
View the dotloop Privacy Policy
Dotloop for Teams Demo
Hosted by
Sam Schultz | 25m 3s
About this webinar:
We’ll cover all the agent and admin benefits that come with a dotloop for Teams account.
What you will learn:
Create and customize loop templates
Review documents
Add and remove agents
Reporting
Act on behalf of your team members
Custom teams notifications
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop Success Team Introduction: Business+ Dashboard
Hosted by
Success Team | 10m 41s
After you have logged into dotloop, watch this quick tour of your new dashboard and learn how to get signed up for training.
What you will learn:
Individual profile vs Admin profile
Account and profile settings
Adding your Agents
Templates including docspot
Support Resources
Sign up for Training
Sign up for a time that works best for you!
View the dotloop Privacy Policy
dotloop Success Team Introduction: Teams Dashboard
Hosted by
Success Team | 11m 27s
After you have logged into dotloop, watch this quick tour of your new dashboard and learn how to get signed up for training.
What you will learn:
Individual profile vs Admin profile
Account and profile settings
Adding your Team
Templates including docspot
Support Resources
Sign up for Training
Sign up for a time that works best for you!
View the dotloop Privacy Policy