The videos below are previously recorded webinars and training videos that address specific audiences and topics at length. If you are looking for shorter videos or written articles about a feature on dotloop, type key words into the search bar located at the top of the support site. Also included in this article are in depth, printable training manuals.
We also have a Complete Video Guide for new agents on our resource center here!
- Dotloop-a-palooza Webinars
- Brokerage Agent Training Videos
- Brokerage Admin Training Videos
- Team Admin Training Videos
- Mobile Training Videos
Dotloop-a-palooza Webinar
These videos are a recording of our monthly Dotloop-a-palooza webinars. In these videos you will learn how to fill out interactive templates and edit PDFs that you’ve uploaded. Next, you will see what it looks for a client to esign documents that you have shared. Also included in this video are the best practices for managing your listing. If you would like to join a webinar on this topic, CLICK HERE.
Keeping Your Office Happy
This video meant for agents who need to learn how to submit files for review to their office. It explains how to create a loop, upload PDFs, organize the loop, and submit for review. It also briefly discusses the value that an office and an agent get from using Dotloop. It does not discuss editing documents or using esignatures. If you would like to join a webinar on this topic, CLICK HERE.
BROKERAGE AGENT TRAINING VIDEOS
In this video, we show you how an agent creates their first loop in dotloop. Everything from creating the loop, to adding document templates and filling them out, and sharing them with clients for initials and signatures. We also show you how to submit your documents to your office for compliance review. If you would like to join a webinar on this topic, CLICK HERE.
BROKERAGE ADMIN TRAINING VIDEOS
Brokerage Admin Training
In this video, we show you how an admin reviews documents that have been submitted by your agents for compliance. We also show you how to submit documents to dotloop’s forms team to be made interactive – as well as how to create loop templates, how to create document packets, task templates, and building out custom workflows. If you would like to join a webinar on this topic, CLICK HERE.
Team Admin Training
In this video, we show you how a team admin manages different team notifications, acting on behalf of your team members, branding your teams dashboard, managing your team roster, and how to customize loop templates, document templates, tasks, workflows. We also show you how to submit your documents to your office. If you would like to join a webinar on this topic, CLICK HERE.
iOS App Training
In this video, we show you how to navigate the app, uploading and downloading documents, editing those documents, getting signatures and initials, sharing documents and much more!
Article mentioned in video: https://support.dotloop.com/hc/en-us/articles/360007381351-iOS-Messenger
Android App Training
In this video, we show you how to navigate the app, uploading and downloading documents, editing those documents, getting signatures and initials, sharing documents and much more!
Article mentioned in video: https://support.dotloop.com/hc/en-us/articles/360007388811-Android-Messenger
Agent Training Manual
This manual is a high level overview of the dotloop system. it is targeted towards agents and covers everything from account setup, to working in loops, and even covers advanced account features!
download agent training manual
Admin Broker Dashboard Training Manual
The admin manual is an in depth training guide on your dashboard for your account. It covers everything you need to know from working with and managing your agents, to company account setups, reviewing loops, and so much more!
download admin broker dashboard training manual
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