Best Practices & Maintenance
- dotloop Best Practices
- Supported Browsers
- Browser Maintenance
- Linking to a MLS Listing as a Listing Agent
- Linking to a dotloop Listing as a Buying Agent
- Using dotloop as a Dual Agent or Agent with Multiple Roles
My Account
- Add an Association
- Subscription Management
- Two-Factor Authentication
- How to change your email address on your dotloop account
- Adding Ontario Real Estate Association to your account
- Joining A Team
Loops Page
- Managing Loop Invitations
- Using a Loop Template
- Managing Your Loops
- Loop Creation
- Transaction Type and Status
- Filters and Sorting
Inside A Loop
- Rename a Loop
- View Details Page
- Copying Documents
- Document Folders
- Make a Listing Active
- Make An Offer
Documents
Signing
- How Clients Sign
- Assigning Signatures
- How Clients Sign as POA or LLC
- Electronic Signature Legality
- Host In-person Signing
- Signature Verification
Sharing
- Sharing Documents
- Share Documents to my Broker
- Failed Share Document
- Document Being Modified
- Faxing Documents
- Resharing Documents
Templates
- Templates Overview
- Adding Files to Template Folders
- Upload And Edit Your PDFs
- Creating Document Template Folders
- How To Create Interactive Document Templates
- Adding Document Templates to your Loop from the Templates Section
People & Contacts
- Overview of People & Contacts
- Updating your Contacts List
- Add a Person to a Loop
- Add to My Team
- Editing People In A Loop
- Removing People from a Loop
Advanced
- Create A Loop Via Email
- Emailing into dotloop
- Document Editor Hot Keys
- Easy Offer for Listing Agents
- Easy Offer for Buying Agents
- Easy Offer Best Practices