Dotloop Training
📖 1 min read
Section 1 of Phase 2. Phase 2 must be completed in order — Dotloop is first because every transaction touches it.
Dotloop is the platform every contract, addendum, and e-signature flows through. There are no exceptions: PDFs by email and locally stored files do not satisfy the audit trail. By the end of this section you must be able to independently create and send a contract package.
Review these resources
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Create a Loop
Step-by-step video walkthrough showing exactly how to create and send a Loop.
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Walkthrough PDF
Step-by-step reference document — keep handy as you work through a real Loop.
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🎯 Goal
Be able to independently create and send a contract package — Loop created, participants added, documents organized, signatures routed, package complete. If you cannot do this after working through the resources above, ask in office before moving to the next section.
Note: Live contract review happens with Aaron in your orientation 1-on-1s — do not send Loops to the broker for review during training. Master the workflow here, then review your real deals with Aaron during orientation and post-go-live 1-on-1s.