At simpliHŌM, we’ve streamlined the compliance process by providing every state with a Buyer and Seller loop template. These templates include all required and optional documents so you always know exactly what needs to be uploaded for a compliant file.
This article walks you through how compliance works, what you’re responsible for, and who to contact if you need help.
Understanding Your Loop Template
When you create a Buyer or Seller loop in Dotloop, you’ll see a set of document placeholders. Each placeholder is clearly marked as:
Required – must be uploaded before closing
Optional – may only apply in certain situations
These required labels are built directly into the loop template so you can immediately see what is expected for your transaction.
Agent Responsibility:
It is the agent’s responsibility to upload all required documents into the correct placeholders before the file is submitted for compliance review.
Document Compliance Review Timeline
Once your documents are uploaded, our Compliance Team reviews the file within:
⏱ 1 business day
You will be notified inside Dotloop if additional documents or corrections are needed.
Who to Contact for Help
We want you to feel supported every step of the way. Here’s who to reach out to depending on your question:
? assist@handld.co — Transaction-Specific Questions
Use this email for anything related to the transaction itself, such as:
Which documents apply
What needs to be uploaded
Status or clarifications on your loop
If Assist cannot answer your question, they will help route you to the correct resource.
? compliance@simplihom.com — Required Documents & Compliance Questions
Contact Compliance when you need clarification on:
Which documents are required
Why an item was flagged
What is still needed for approval
? Your Broker — Document Interpretation & Guidance
Reach out to your broker when you need help with:
How to correctly fill out a document
How to word or complete contract sections
Transaction practice or legal interpretation