DotLoop Agent Training ~ 2 hrs CE VT ~ Brattleboro ~ p.m.

May 24, 2017 @ 12:30 pm – 2:45 pm
Marlboro Graduate Center
28 Vernon St
Guilford, VT 05301
$25 Members, $30 Non-Members
Helen Hossley

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.

Course objectives:

  • 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
  • email address
  • How to create a loop and add documents without ever logging into Dotloop
  • Easy offer
  • Co-op experience
  • Tasks
  • 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.
Register DotLoop Agent Training