Dalton Wade Training

Dalton Wade Training

Dalton Wade Real Estate Group has always believed that agent training should be available to all agents and be easy to access.  Please use the training material below to become a stronger agent.  In addition to the training material below, Dalton Wade offers on going training every week via Free Live Webinars.  You can sign up at the bottom of this page to receive email notifications for our next webinar.

Getting Started With Dalton Wade

Learn more about our onboarding process. For new agents and experienced agents in need of a tune up, below is training content that covers the fundamentals for a successful real estate career.

Building Your Business

Below you will find training material designed to help you attract more clients and close more transactions.

Being A Stronger Agent

Here you will find training material designed to help you become a technically proficient and stronger Real Estate Professional.

Our Platform For Success

We provide you the best tech tools, Boomtown (your IDX agent website & CRM) & Dot Loop (Transaction Management, Electronic Signature & Compliance Software). Learn more below.

Getting Started At Dalton Wade

In this getting started as a new agent section, you will learn the fundamentals for a successful real estate career. If you are a more seasoned agent who has decided to make the leap to Dalton Wade Real Estate Group due to our commission structure, lead programs or technology, our training will assist you in brushing up on your skills.

Welcome to Dalton Wade Claren and Lisa welcome you to Dalton Wade. They provide an overview of the resources, programs, support and training opportunities available to help you build… Read More Office Policies & Procedures During this training you will learn more about real estate concepts that you have a high probability of running into as an agent. These topics… Read More Basics: Working With A Home Buyer In this training we discuss showing a home to a buyer, doing a comparative property analysis, we review the "as is" contract for sale &… Read More Basics: Working with a Home Seller In this training we review getting prepared for a listing presentation, conducting a listing presentation, entering the listing in the MLS, uploading attachments to the… Read More

Building Your Business

Dalton Wade Real Estate Group is a firm believer in on going training for our agents. We have developed a series of videos that cover topics that will help you gain more clients and close more transactions.

Prospecting for Listings There is no better way to get your real estate career going than prospecting for listings. Learn best practices around this critical business channel. Read More Win More Listings Now that you have secured the listing appoint we will review how to deliver a winning listing presentation. Read More Tips to Win More Offers Here we will review tips & techniques to help you get your clients offers accepted. Read More 15 Open House Tips There is no better source than open house leads. They are free and convert at a higher rate than internet leads. Learn 15 open house… Read More Converting Internet Leads 98% of home buyers shop for real estate online. Learn how to increase your internet lead conversion to dominate this important channel. Read More First Meeting With A Home Buyer You received the lead and then you got the meeting. You will be much better prepared for your first buyer meeting after this training, Read More Buyer Agent Agreement Learn more about the pluses and minuses of using a buyer agent agreement and when best to use it. Read More Buyer Interactions & How to Overcome Objections Common buyer objections and how to over come them. Read More Social Media Tips Build your business with social media! Here you will find tips to make you stronger in this area. Read More Mining Your Sphere of Influence Your sphere of influence needs to be mined. Learn tips and tactics to gain clients beyond family, friends and business associates. Read More Being A Stronger Negotiator Negotiating strategies that will impress both your client and the agent on the other side of the transaction. Read More

Being A Stronger Agent

Being a technically proficient agent will help you close more transactions. You will also increase your repeat clients and referrals. To be sure you are knowledgeable and compliant on a variety of real estate topics, please see the training videos below.
As Is Contract Explained Deep dive into the "As Is" Contract.  Become an expert on the contract that is used in 98% of transactions in Florida. Read More Inspection, Financing & Appraisal Contingencies These contingencies are critical for protecting your buyer's deposits.  This training will make sure you have a full understanding. Read More Exclusive Right of Sale Listing Agreement Helping you fully understand the Exclusive Right of Sale Listing Agreement. Read More “As Is” Contract vs. Residential Contract For Sale & Purchase Learn the three differences between the "As Is" Contract and the Residential Contract For Sale & Purchase. Read More Importance of the Sellers Disclosure While not a required document in the real estate transaction, learn the ins and outs of the seller's property disclosure. Read More Understanding FIRPTA There are many foreign sellers in Florida. Understanding FIRPTA will help you in this area as both the listing and the buyers agent. Read More Financing for Condominiums Financing for condominiums is tricky! Make sure you know all the details. Read More Single Agent vs Transaction Broker Learn the differences between Single Agent & Transaction Broker. Learn when it's best to use each when representing your client. Read More Effective Date Learn about the key dates of a contract, all driven off the effective date. Read More Navigating the Home Inspection Tips to help you and your client get through the home inspection and keep your transaction moving forward. Read More Back Up Offers When to submit a back up offer and how to make it count. Read More Lead Paint Disclosure The lead paint disclosure needs to be completed accurately. Learn how to complete it properly. Read More FHA 203k Loan This type of loan product is not as popular now as during the foreclosure boom but still is applicable in certain situations. Read More Understanding the Foreclosure Process Become much more knowledgeable about the foreclosure process in Florida. Read More Short Sales While short sales are not as prevalent as they used to be, understanding the mechanics of a short sale will help you be prepared if… Read More

Our Platform For Success

The real estate profession is technology driven and we provide you the best tools: Boomtown (your IDX agent website and Client Management System) and Dot Loop (Transaction Management, Electronic Signature & Compliance Software) - all to help you succeed in the digital real estate world. Learn more about our technology platform below.
Setting Up: Profile/Website, Boomtown phone #, Linking Boomtown to Your Phone In this short video you will learn the basics of setting everything up! You will set up your Boomtown profile which links directly to content… Read More How to Work Leads in Boomtown (Lead Program Participants) Here you will learn the meat and potatoes of Boomtown! You will learn how to add leads manually to the system (which sends them an… Read More How to Work Leads In Boomtown (Non-Lead Program Participants) Here you will learn the meat and potatoes of Boomtown! You will learn how to add leads manually to the system (which sends them an… Read More Creating Property E-Alerts Here you will learn how to create the listing alerts to go out to customers by email, a helpful tool to stay in front of… Read More Automating Your Marketing: Smart Drip Plans Smart Drip Plans automate the marketing process for you with predesigned text and emails to go out at certain intervals you choose for a particular… Read More Creating Text/Email Templates & Sending Bulk Text/Emails Here you will learn how to create your own text and email templates to have available to you whenever you go to text or email… Read More Logging Into dotloop This video will take you to the dotloop login screen and demonstrate the log in process. Read More Navigating The Loops Screen The loops screen is the first screen you see when you login. This video is an overview of the icons and feature available on you… Read More Downloading The MLS Sheet And Public Record This video demonstrates how to download the MLS Broker Synopsis and Tax Record (using iMapp) from the MLS. This video is part of the Buy… Read More Downloading MLS Attachments This video demonstrates how to download attachments that are part of a listing on the MLS. This video is part of the Buy Side Step-by-Step… Read More Creating (Adding) A Loop When you are ready to start a transaction in dotloop, you will create/add a loop. This video demonstrates the steps you will take to add… Read More Navigating your Buy Side Residential Loop Every Brokerage is different. This video is an overview of your screen and workflow in dotloop with Dalton Wade. This video is part of the… Read More Adding Property Details And People (Buy Side Example) This video will demonstrate how to add people to your loop from the property details section for your loop screen. It will also share with… Read More Adding Files And Templates - Documents Needed For Your Buy Side Every transaction is different. This video will demonstrate how to add the files and templates that you will need for your transaction. This video is… Read More Preparing Files For Signature (buyer side example) After you have added necessary files to your loop, you will want to set them up for electronic signature. Watch this video for a demonstration… Read More Sharing Files With Buyer And List Agent After your files are ready for signature, you will need to get them signed. This video will show you how to share them with your… Read More Adding Seller Executed Files To Your Loop The listing agent may not use dotloop, or they may not want to use your dotloop. That is OK and understandable. This video will show… Read More Submit For Review Get your folders reviewed within 48 hours of effective dates. Folders are set up to allow organization and workflow. Review is set up to protect… Read More Logging Into DotLoop Demo logging into dotloop. Read More Downloading The Public Record The Public Record contains basic info about a property that you can share with your client and that you should see for yourself. This video… Read More Creating (Adding) A Loop When you are ready to start a transaction in dotloop, you will create/add a loop. This video demonstrates the steps you will take to add… Read More Navigating Your List Side Residential Loop Every Brokerage is different. This video is an overview of your screen and workflow in dotloop with Dalton Wade. This video is part of the… Read More Adding Property Details And People (List Side Example) This video will demonstrate how to add people to your loop from the property details section for your loop screen. This video is part of… Read More Adding Files And Templates - Documents Needed For Your Listing Every Transaction is different. This video will help you find the files that you need to add to your loop. This video is part of… Read More Preparing Files for Signature (list side example) Dotloop provides you with the ability to get signatures electronically. This video will demonstrate how to get your files set up for easy sharing for… Read More Sharing Files With Your Seller Demonstration of how to share files. This video is part of the List Side Step-by-Step Playlist. Read More Splitting-Adding-Replacing Files (cleaning up your Dotloop folders) The buyer agent may send you files in one big package, or you may find yourself with mutiple versions of the same file. Thsi video… Read More Add Your Listing To The MLS (Overview Of Steps) A brief overview of how to get started adding your listing information to the MLS. This video is part of the List Side Step-by-Step Playlist. Read More Add Photos To Your Listing On The MLS Your listing photos matter. Make them look good. This video will show you how to add them to the MLS. This video is part of… Read More Add Attachments To Your Listing On The MLS You will want to upload any and all disclosures/addenda/infomation that you want the buyer to see/receive before you go under agreement. This video will show… Read More Getting The Owner's Authorization For MLS Data Entry Stellar MLS requires that the Owner approve the data about their home BEFORE you make their listing active. This video is part of the List… Read More Submit For Review-Listing Docs Folder Get your folders reviewed within 48 hours of effective dates. Folders are set up to allow organization and workflow. Review is set up to protect… Read More Requesting An Exemption For A Required File In DotLoop Do you need to request an exemption for a required file? This demo will take you through the steps. Read More Listing With NO Co-Broker (You Have The Buyer Too) - Add Offer/Buyer Files Are you the listing agent and the buyer agent? This demo will show you how to add the buy side files to your listing loop… Read More Filling out a CDA Get Paid at closing with your approved loop. This demo will show you how to fill out the CDA (commission disbursement authorization) that you will… Read More Adding An Agent To Your Team In The MLS Demo how to add an agent to your team in dotloop. You will use this feature to allow a Dalton Wade TC access to work… Read More Apply Buyer Side Template (Add Buyer Signatures To Seller Signed Lead Paint And Seller Disclosure) Learn how to apply a dotloop template to a PDF file. We have several custom templates. These will come in handy when a seller has… Read More Dotloop Filters, Views, And Sorting Overview Learn to use the filter to customize the loops you see on your main loop page. Read More Unarchive And Filter Loops Don't archive SOLDS, mark them as sold. Learn to use the filter to customize the loops you see on your main loop page. Read More Downloading The Dalton Wade 2019 W9 Find the DW W-9 in dotloop Read More Buy Side Loop Webinar Recording of a live webinar for creating an offer. Read More Creating A Listing Demo/Overview Fast paced demo of creating a listing in dotloop. Read More Creating An Offer To Purchase Demo/Overview Fast paced demo of creating an offer in dotloop. Read More
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