DotLoop – Counts Agent Portal

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REQUIRED DOCUMENTS

RECENT TOPICS

Available Training & Resources

Beginners Guide – PDF MANUAL
Video – Adding Clauses
REQUIRED COUNTS DOCUMENTS
*Using Template Packages in DotLoop when creating your loops, will help ensure you have access to the current documents required for those types of transactions

DotLoop Helpdesk:

Phone support hours: M-F 8am-12am, S-S 8am-8pm EST

Agent Training

- Account Setup

- First Loop

- People & Contacts

- Trusted Service Providers

- - Working With Templates

- Creating Filters

Managing Your Loops

See all 7 articles

Inside A Loop

- Drag and Drop Documents Between Folders in a Loop

- dotloop Best Practices

- Make A Copy

- Easy Offer

- Easy Offer Best Practices

AutoFill – Linking To A Listing

See all 18 articles

Signing

- Additional Signers On Live Forms

- Electronic Signature Legality

Understanding Signing

Sharing

Sharing Documents

Document Editor

- Auto Field Calculation In Documents

- Upload And Edit Your PDFs

- How To Create Interactive Documents

- Document Editor Hot Keys

Document Editor

My Account

- Having Trouble Logging in?

- Notifications

- Managing My Account

Why Can’t I Change My Email Address?

Templates

Document Templates

Loops Page

- Notification Center

- Managing Your Loops

Create A Loop Via Email

Tasks

- Tasks Within Loops

Task Templates

The Co-Op Experience

- How Do I Use dotloop If I’m A Dual Agent Or Have Multiple Roles?

- Best Practices When You Are Invited Into A Loop And You Don’t Use dotloop

Best Practices When Inviting An Agent Who Does Not Currently Use dotloop Into A Loop.

Agent FAQ

- I Misspelled Someone’s Name/Email. How Do I Fix This?

- How Do I Re-Send A Document I’ve Already Shared?

- How Do I Sort And Filter Which Loops I Want To See?

- How Do I Archive Loops And Documents?

How Do I Change My Name, Email, And Password?