[PRO] Dotloop Part 1
Important: Please make sure you bring your laptop or tablet with you as this will be a hands-on class. Prior to class, make sure you watch the following video and follow along in your own Dotloop account to set up your profile.
If you are having any issues logging into you Dotloop account, contact our Technology department at 520-544-2335 or ITTeam@TierraAntigua.com. Prior to the class make sure you watch the following video and follow along in dotloop to set up your profile.
Never worry about whether your documents got to the office since with a click of a button they are submitted where then admin staff and managers can access your file directly within the system.
Dotloop brings your documents, eSignatures, storage, and compliance into one easy-to-use platform to streamline collaboration and get deals done giving you a system that matches your on-the-go lifestyle.
In part 1, we will be going through some of the basics including:
- Setting up profile
- Creating loops
- Inserting templates
- Filling in documents
- Obtaining client electronic signatures
- Processing offers
- Sharing documents
- Messaging system with Dotloop
- Splitting documents
- Drag and drop documents
- Submitting for review
NOTE: This is a live online class. In order to receive credit for the Pro designation, you will be required to be present for the entire class with your camera on, a working microphone, and be ready to participate!