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Dotloop Template Folders

Dotloop Template Folder Organization 

When you create a loop, it will prompt you for the template type. The standard required documents and document checklists will automatically populate in that loop, reducing manually adding documents from dotloop folders.

There are times when you will need to add additional documents. You can always find these in the dotloop template folders.

We used to have the folder templates organized by “transaction” type. We have cleaned it up and the folders are now organized by “document” type.

In each folder, you will see the most common required document(s) at the top. All other documents of that type will be listed below in alphabetical order.

 

New Folder Categories are 

Folder:

Contents:

*NAR* Settlement Forms

This folder is temporary and will give you speed access to the new forms and supporting info resulting from the NAR Settlement.

Contracts / Agreements

Listing Agreement, Purchase Agreement, Show & Sell Agreement, Mutual Release of Purchase Agreement, Buyer Showing Agreement, Compensation Between Broker Agreement, etc. 

Addendums / Amendments

Addendums to Purchase Agreement, Amendment to Listing Agreement, Property Inspection Waiver Addendum, etc.

Agency Disclosures

Property Disclosures

Supporting Docs/Forms

Seller Net Sheet, Pending Sale Cover Sheet, Referral Agreement/w9, Multiple Offer, etc.

Transaction Title

ABA Disclosure, Title Order Form, Rate Sheet, Transnation locations, blank Payoff Auth, EMD directions

Closing Notification

Add to your loop and complete when the closing is scheduled at the title company.

Client Resources

Home warranty info, buyer utility sheet, client checklists, client handouts, etc.

Agent Resources

 

TIP: Please note that when you add templates from the folders you can select multiple documents from multiple folders at once.

 

New Things

Closing Notification

Please be aware that the Closing Notification no longer auto-generates when creating a loop. Instead, you’ll see a placeholder to “add and complete” it.

Only complete the Closing Notification once the closing is officially scheduled at the title company. Submitting it prematurely can cause delays as transaction details may change. Inaccurate information can hinder the review process.

Listing/Buying Presentations & Marketing Materials

All Listing and Buying Presentations, as well as Marketing Materials, are now exclusively available on the Agent Portal.Feel free to download PDFs from the portal and save them to your personal Dotloop template folder. Please remember that we regularly update these materials, so the Agent Portal will always have the most recent versions.

 

 

Can’t find a document? 

Use the Search Feature

Use the Search bar at the top of each document folder where you can type in the form you are looking for and access it quicker.

 

Association Folders

For easy access, we’ve included the most common and frequently used real estate forms. 

Check the Greater Regional Alliance, MichRIC, Michigan REALTORS, and West Michigan Regional Association folders for less common and specific needs forms.