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Introduction to Dotloop Transaction Management

Career Enhancement Online Course

An online course that explains how to use the Dotloop Transaction Management system.


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Included Standard:

Online Course Includes Video Printable Certificate

Key Features:

Online Course

All learning is online. Start immediately. Learn on your own schedule.

Includes Video

Video segments highlight important points

Printable Certificate

Download and print your own certificate.

This introductory course will explore the Dotloop Transaction Management system and the featurs that are available to TCs, businesses, and teams.

Package Summary

Price: $50.00 (USD)
Category: Vocational Training > Real Estate > Professional Development
Purpose: An online course that explains how to use the Dotloop Transaction Management system
Features: Online Text, Online Video, Printable Certificate

Courses Provided By:

14355 SW ALLEN BLVD STE 240,
Portland, OR 97223
(503) 670-9278

Introduction to Dotloop Transaction Management

This is a non-credit course. Not for license renewals.

This course is an introductory course for the dotloop Transaction Coordination system. You'll learn about the various offerings available for real estate licensees, how to set up and customize their account, managing transactions in the system, collaborating with agents, handling offers, and how to find/hide transactions in their accounts.

Throughout this course, you will learn how to

  • Navigate the My Account and Global Templates section of dotloop's Premium product
  • Customize dotloop to save time on all future transactions
  • Add dotloop’s task templates and custom documents to their account
  • Create and manage transactions as a listing agent
  • Share documents using the correct sharing permission
  • Submit folders and documents for compliance review
  • Make listings searchable on dotloop’s platform so that other agents using dotloop can find/make offers on the listing.
  • Utilize the Easy Offer feature to automatically make seller documents available to co-op agents
  • Managing offers they receive on listings

This course will remain available to students for 365 days after enrollment.

Our Mission Statement

To provide superior distance education that exceeds industry standards and expectations in course content and delivery methods to those who seek to enter a new profession and those engaged in a profession.