Dotloop: Transaction Checklist

Dotloop: Transaction Checklist

Verify the following are provided in each Dotloop transaction to ensure a request is sent:

1. Loop Status - Keep in sold status for at least 48 hour. 
   
2. Accurate Closing Date
   
3. Agent Role - Listing and/or Buying Agent
   
4. Client Contact - Name/Email/Cellphone
   
5. Client Role - Buyer or Seller
   
6. Agent Email Address in Dotloop Must Match Email Address Associated with the Agent's Account Profile within Testimonial Tree