DotLoop Training For Beginners – 1 Hour – No charge

Dotloops 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 E-Signing 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 E-signatures as an alternative to printing, scanning, faxing, or meeting face to face
• E-signature legality, security, and the difference between a digital signature vs. an E-signature
• How to add more value to your clients 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
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 pdf’s and sends them right into your Dotloop account.

1 Hour of CE

No Charge