Are you files in compliance? Get your checks on time every time.
- Uploading files with either three options for uploading files to your Dotloop folder (Via computer, template and email)
- Edit Details of the Loop - add photos, address of the loop, users in the transaction, etc)
- Rotating Documents
- Request E-signatures for your clients, agents and broker
- Using tasks with deadlines for completion
- Adding text, dates, etc
- Archiving files
- Checklist of required documents for completed files
- Learn how to properly submit your file for review
- Understanding and reviewing Commission Check Process Sheet in Google Drive
- Who should attend? Agents and/or their administrative staff members
Please make a KW Cares Donation. Find out about KW Cares - www.youtube.com/watch?v=ZLDs-hByZ9U It's more than just a RED Day event.