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How to Submit for Review in Dotloop


  1. Open your Loop

    Navigate to the transaction (loop) that contains the documents you want to submit.


  2. Locate the “Submit for Review” Button

    In Dotloop 1.0 (in other words, not the Beta version), this button is found in the top-right corner of your loop view, above your folders and documents.


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  1. Select Folder(s)

A pop-up will appear prompting you to check one or more folders you’d like to submit. Dotloop only allows folder-level submission (not individual documents).


  1. Choose the Workflow

Use the dropdown menu to make sure the correct review workflow is selected (e.g., Leasing Review, Sales Review, etc.).


  1. Add Notes (Optional)

    You may include a short message for the compliance team, if needed.


Click “Submit for Review”

Once submitted, the folder will be marked as “Submitted,” and your broker or admin will be notified.


Where to Learn More

You can follow Dotloop's official instructions here: Submit for Review – Dotloop Support

 
 
 

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