Need dotloop Training?
Webinars, Interactive Guides, Videos, and More!
94% Training Satisfaction Rate
Join over 100,000 real estate professionals who have attended a dotloop Training Session to accelerate transactions
Online Training
Our Training team has scheduled multiple online webinars to show users how to leverage dotloop’s technology to stay connected with clients.
Videos
Check out our video training series to learn everything from adding your association to sending contract via text. Start learning today!
Worksheets & Templates
Access new interactive forms within your account to educate and wow your clients. Select from a mortgage calculator, checkists and more.
Support Articles
Want step-by-step directions to the most frequently asked questions? Visit our free support website and check out hundreds of articles.
Part of a Real Estate Team?
DOTLOOP FOR TEAMS
Discover why over 2,600 Real Estate Teams leverage dotloop’s Teams dashboard to operate like a brokerage within a brokerage and create a superior customer experience with:
- Transaction templates
- Act-on-behalf functionality
- Custom compliance workflows
- Secure logins for each team member
- Real-time push notifications and more
Agent Training
dotloop 2.0 for Agents
Learn about the features available for agents in this new transaction experience. During this webinar we will cover:
- How to toggle to and from beta
- Sharing a packet and the client experience
- Uploading PDFs and additional file types
- Submit for review
Length: 40 minutes
Basic Training
Whether you just got started with dotloop or need a refresher, our basic training will help you navigate your account and efficiently close deals.
- Account overview
- How to create a transaction
- How to edit, share and eSign docs
- How to create tasks
- How to submit for review
Length: 58 minutes
Other versions of this training: in Spanish, for California agents.
Advanced Training
Experienced looper? Join our advanced training session to learn about popular features that will help you streamline transactions even further.
- How to create form templates
- How to create task lists
- How to create an “Easy-Offer” link
- How to link to a listing with offers
- How to create a loop via email
- How to email into templates
Length: 52 minutes
Mobile App Training
Learn how to navigate dotloop’s mobile app and take advantage of the app-only features. Available for iOS and Android.
- How to edit, share and sign docs
- Shared docs with clients via text
- Export text conversations
- Add docs from other apps
- Host in-person signing
- Submit for compliance and more
Length: 30 minutes
Length: 29 minutes
Request Earnest Money Transfer via the New Earnnest Integration
Dotloop’s new partnership with Earnnest makes the digital transfer of earnest money deposits simple and secure with banking-level encryption. Watch this short, 13-minute demo to learn more about this integration.
- Requesting earnest money as an agent
- What the clients experience is like
- Automated payment receipts
Length: 13 minutes
Notarize Your Real Estate Documents Digitally
Learn how real estate agents can notarize documents 10X faster through our integrations with Notarize. The webinar covers:
- What is online notarization
- Setting up your Notarize account
- How to connect your accounts
- How to notarize documents
- How to sync docs back to dotloop
- Best practices
Length: 24 minutes
Admin Training
dotloop 2.0 for Admins
Learn how dotloop’s new transaction experience helps admins remove unnecessary friction so brokers, teams, agents, and clients can seamlessly collaborate.
- Deep dive into the new compliance features
- Sending a compliance document note
- How to set up share routing templates
Length: 40 minutes
Brokerage Admin Training
This training is designed to help brokerage admins and transaction coordinators streamline compliance and increase productivity with dotloop Business+.
- Document review process
- Dashboard organization
- Template customization
- People management
- Workflow modification
Length: 49 minutes
To learn more about dotloop Business+, visit dotloop.com/brokers.
Team Admin Training
This training is designed to help Team Leaders and admins enhance collaboration and accelerate compliance through the team dashboard.
- Document review process
- Adding/removing members
- Dashboard branding set up
- Template customization
- Acting-on-behalf
Length: 55 minutes
To learn more about dotloop for Teams, visit dotloop.com/teams.
Setting Up Your Dotloop Admin Account
In this 40-minute webinar, we will cover the highlights of setting up your Admin account and getting you and your office started with dotloop!
- How to request custom forms
- How to manage forms
- How to share forms with your office
- How to create custom office templates
Length: 40 minutes
Running Compliance as an Admin
This 20-minute session will highlight the compliance process from the agent and admin perspectives along with diving into dotloop workflows so you can get your office or team’s compliance process up and running in this all-in-one transaction management platform.
- Submitting for Review
- Keeping transactions organized
- Reviewing documents
Length: 18 minutes
Entrenamiento en Español
Entrenamiento Para Agentes
Ya sea que esté comenzando con Dotloop o necesite un repaso, nuestro entrenamiento básico lo ayudará a navegar Dotloop, crear transacciónes y cerrar tratos de manera eficiente.
- Como usar tus documentos
- Como crear listas de tarea
- Como usar la liga de “Oferta-Facil”
- Como crear una liga para una venta
- Como crear un loop de tu correo
- Como mandar documentos de tu correo
Length: 1 hr 40 minutes
Entrenamiento Para Administradores
Esta capacitación está diseñada para ayudar a los administradores de oficinas y a los coordinadores de transacciones a optimizar el cumplimiento y aumentar la productividad con dotloop Business+.
- Como revisar documentos
- Como organizar tu cuenta
- Como crear plantillas de transacciones
- Como administrar tus contactos
- Como crear un loop de tu correo
- Como modificar los flujos para revisar
Length: 1 hr 15 minutes
Coming Soon...
DOTLOOP 2.0
Our most intuitive and capable transaction experience is now in beta. Make sure to request early access to test drive the latest features and updates.
