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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! View the dotloop Privacy Policy
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 Sign up for a time that works best for you! 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 Sign up for a time that works best for you! View the dotloop Privacy Policy
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 Sign up for a time that works best for you! View the dotloop Privacy Policy
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