Task Templates

About this webinar

Join us as guest presenter and dotloop expert, Carolyn Thompson shares her task template suggestions and best practices. Carolyn has been using dotloop as a Broker and Agent for several years and has trained hundreds of agents on dotloop best practices. Carolyn is joined by dotloop's Director of Training, Hunter Morgan, to show you how to add and utilize dotloop's free, example task templates.

What you'll learn

  • How to integrate your dotloop account with Google Calendar to streamline tasks
  • How to create your own task templates and share them with other agents
  • How to add the dotloop Association to your account to automatically add example task lists to your templates
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Your Presenters

Hunter Morgan
Director of Training & Development
dotloop
Hunter as been a licensed real estate agent for 7 years and has worked at dotloop for 12 years where he is currently the Director of Training.
Carolyn Thompson
Managing Broker/Owner
Nassau Ridge Realty
Carolyn has been in real estate since 1998, Broker Associate since 2004, Accredited Buyer Representative (ABR), served in several leadership roles in her office, and received many awards over the years. As a dotloop Certified Consultant, she has worked with over 70 offices the help them get the most out of the tools they use. She is passionate about technology and loves learning all of the new tips and tricks.
  • Hunter Morgan
    Director of Training & Development
    dotloop
    Hunter as been a licensed real estate agent for 7 years and has worked at dotloop for 12 years where he is currently the Director of Training.
  • Carolyn Thompson
    Managing Broker/Owner
    Nassau Ridge Realty
    Carolyn has been in real estate since 1998, Broker Associate since 2004, Accredited Buyer Representative (ABR), served in several leadership roles in her office, and received many awards over the years. As a dotloop Certified Consultant, she has worked with over 70 offices the help them get the most out of the tools they use. She is passionate about technology and loves learning all of the new tips and tricks.