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Dotloop Agent Training offers agents and brokers education focused on managing real estate transactions online while providing an amazing client experience that goes beyond just editing and esigning documents.
- How to edit and auto-populate interactive real estate documents and share them with clients, agents, lenders, title companies, and anyone else involved in the transaction.
- How to utilize esignatures as an alternative to printing, scanning, faxing, or meeting face to face
- Esignature legality, security, and the difference between a digital signature vs. an esignature
- How to add more value to your client’s buying or selling experience by creating client move plans (task lists that help your client understand what else they should be considering/what else they should be doing during the buying/selling/moving process).
- How to create and manage a paperless real estate transaction, 100%
Other topics include:
- Creating a loop
- Advanced document editor tools/auto-population
- Permission sharing levels
- Client experience
- Uploading and modifying documents
- PDF – save as template
- PDF – apply template
- PDF – adding and assigning multiple fields at once
- PDF Assigning text fields/check boxes to users and still share with Can Sign permission
- Host in-person signing
- How to create template folders
- Upload.dotloop.com email address
- How to create a loop and add documents without ever logging into Dotloop
- Easy offer
- Co-op experience
- Creating tasks
- Sharing tasks
- Assigning due dates
- Mobile app: Skip the scanning, take pictures of documents right from your iphone and send them straight into a loop. This advanced feature automatically pictures to pdfs and sends them right into your Dotloop account.