Dotloop Start to Finish

Education & Training
Article ID: 1517, , Modified: 9/18/2024 at 11:23 AM

Feedback

Thank you! This was helpful as a new agent to lpt.
Shannon Stelton (2/13/2025 at 3:33 PM)
Thank you for the training! When submitting for review, I was under the understanding that we submit after we have everything signed and ready. Do you suggest we submit for review as soon as a document is signed? Also, what happens if we don't upload docs within 48 hours? Do we only need to submit the LPT "required" docs? For example, I file away contractor quotes, inspections, etc. Does LPT need access to these? New to Dotloop so I have a lot of questions 😅
Samantha Riddle (2/14/2025 at 1:51 PM)
Hi, Samantha!

We recommend speaking to your state broker for best practices. Please give our main Support line a call at 877-366-2213.
Blake Ingram - Support Escalations Lead (2/20/2025 at 2:21 PM)
Super helpful for me. Thank you
Lucila Ajwani (4/9/2025 at 8:41 PM)
This is very self explanatory. Thanks
Lupe Villarreal (5/16/2025 at 8:54 PM)
What happens if when you click on the transaction type.. the templates are there but no documents. Meaning the place setters are there- but I have to go into the rest of the "master templates" to find the documents needed.
Also, in NE us tristate area peeps still dont have access to the NE forms... even after you said we needed to pay additional Nebraska associations costs to have access...
Norma Karnes (7/31/2025 at 6:52 PM)
Hi Norma!

This is so you can pull in the forms of your choosing. Regarding the NE forms, did you put in your NRDS id to dotloop? If so what did it say? Often times you have to call the association to ensure they are reporting your membership properly to NAR so your NRDS id will connect on Dotloop. Feel free to email me and I can walk you through it if you need help.
Amanda Hannon (7/31/2025 at 7:07 PM)

Share this article