Listed below are links to our admin webinar sign up pages. These webinars are hosted by a member of our success team. In order to understand your admin training you will first require an understanding of how an agent works in dotloop. Register for one of our agent webinars first. After registering for one Agent Training Webinar, register next for a Team Admin Training Webinar in order to learn how to use the tools required to better serve your office.
AGENT TRAINING
If you're a beginner on the dotloop, join us for a training session! During this session we'll cover:
- logging in for the first time
- account set up
- how to creating a loop
- autofilling interactive documents
- sharing documents to your clients
- PDF editing
- how to submit for review
Monday-Friday at 10am and 2pm: Sign up here
TEAMS ADMIN TRAINING
To learn how to manage your agents loops as well as create tools for them to use, register for a session below.
Tuesday and Thursday at 11am and 3pm: Sign up here
TEAMS ACT ON BEHALF OF
See the Act on Behalf of feature in action. Only available on Dotloop for Teams.
Monday-Friday at 10am and 2pm: Sign up here
COMPLIANCE REVIEW FOR ADMINS
We'll show you the compliance process from the agent and admin point of view.
- Submitting for review
- Filters
- Reviewing documents
Monday-Friday at 10am and 2pm: Sign up here
FILTERS FOR ADMINS
Filters can be an admin's best friend if used properly.
- Organizing your homepage
- Filter settings
Monday-Friday at 10am and 2pm: Sign up here