16 Mar DotLoop Training for Beginners DotLoop Training for Beginners Tuesday, March 16, 2021 (10:00 AM to 11:00 AM) 1 Education Credits ZOOM / WEBINAR Details You're Registered! DescriptionLocationInstructors Dotloops Agent Training offers agents and brokers education focused on managing real estate transactions online while providing an amazing client experience that goes beyond just editing and esigning documents. Course objectives: How to edit and auto-populate interactive real estate documents and share them with clients, agents, lenders, title companies, and anyone else involved in the transaction. How to utilize Esignatures as an alternative to printing, scanning, faxing, or meeting face to face Esignature legality, security, and the difference between a digital signature vs. an Esignature How to add more value to your clients buying or selling experience by creating client move plans (task lists that help your client understand what else they should be considering/what else they should be doing during the buying/selling/moving process). How to create and manage a paperless real estate transaction, 100% Other topics include: Creating a loop Advanced document editor tools/auto-population Permission sharing levels Client experience Uploading and modifying documents PDF - save as template PDF - apply template PDF - adding and assigning multiple fields at once PDF - Assigning text fields/check boxes to users and still share with Can Sign permission Host in-person signing How to create template folders Upload.dotloop.com email address How to create a loop and add documents without ever logging into Dotloop Easy offer Co-op experience Tasks Creating tasks Sharing tasks Assigning due dates Mobile app: Skip the scanning, take pictures of documents right from your iphone and send them straight into a loop. This advanced feature automatically pictures to pdf's and sends them right into your Dotloop account. ZOOM / WEBINAR ZOOM / WEBINARLINK EMAILED Map & Directions Katie Evans Katie has been working at Dotloop since 2015 and is one of their Training Associates. Katie conducts virtual and onsite training on Dotloop software and has implemented new learning management software to help attendees.