Dotloop | Adding People to Your Loop

Learn how to add people to your loop in Dotloop and assign roles correctly. In this training, we walk through how to add participants, assign roles, and ensure everyone is set up properly for documents and signatures. 💡 What You’ll Learn: ✔ Where to find the People section ✔ How to add and select contacts ✔ How to assign roles (buyer, seller, agent, etc.) ✔ Why roles matter for documents and signatures Adding people correctly ensures your forms populate properly and signatures are sent to the right parties. Current Agents Needing Additional Help? Reach out to agent support line: [email protected] Or visit the Knowledge Base inside Dalton Wade Connect for additional resources. ---------------------------------------- Dalton Wade is a full-service brokerage built for agents who want flexibility, strong support, and the tools to grow their business. 100% commission plan options Ongoing training and on-demand education Built-in tools for CRM, transactions, and marketing Dedicated support team when you need it Learn more or schedule a call: https://joindaltonwade.com 📍 Currently Operating In: Alabama • California • Florida • Georgia • Maryland • New York • North Carolina • Oregon • South Carolina • Tennessee • Texas • Virginia • Washington • Washington DC 🔗 Connect With Us Facebook: https://www.facebook.com/daltonwaderealestate Instagram: https://www.instagram.com/joindaltonwade LinkedIn: https://www.linkedin.com/company/dalton-wade-inc #DaltonWade #RealEstateTraining #Dotloop #TransactionManagement