dotloop

4.7 (639)
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Real estate transaction management software

About dotloop

Dotloop replaces your standalone form creation, e-sign, and real estate systems with an all-in-one platform that empowers you to work smarter, get deals done faster, and streamline your business with real-time visibility into your transactions.

Dotloop provides managing brokers and team leaders with the necessary tools to maximize the potential of their agents and overall business.

<li>Real-time visibility – with reporting tools like dotloop Charts and Report Builder, real estate leaders can effectively measure individual and business performance to make data-driven decisions.
</li><li>Robust compliance – dotloop is as flexible as you need it to be with custom workflows that are built around your existing processes.
</li><li>Turnkey transactions – with features like Loop Templates, brokers and team leaders empower their agents to deliver a consistent client experience that generates more referral business.
</li><li>Brand tools – the ability to customize dotloop with your logo and colors means that your brand will be front and center throughout the entire transaction.
</li><li>Cloud storage – minimize document storage costs and eliminate inefficiencies to save time and money.</li>


Key benefits of dotloop

  • With dotloop, complete the signature, sign, scan and send process without having to print anything off.

  • All transactions are visible through the broker dashboard, instantly accessible through one log in.

  • All agents are kept in the loop by working collaboratively, in real-time from the same platform.

  • Easily sign your own your own documents. eSignatures are 100% valid and secure. Each signature is authenticated by coupling a user's email address with their password.

  • Create an unlimited number of loops. Open a new one for every transaction or project.

  • Images

    dotloop Software - Manage your transactions with the dotloop app
    dotloop Software - Easy document editing and sharing
    dotloop Software - Share documents with clients via text
    dotloop Software - Secure eSignatures
    dotloop Software - Manage your tasks from your phone
    dotloop Software - Organize your transactions however you need to
    View 7 more
    dotloop video
    dotloop Software - Manage your transactions with the dotloop app
    dotloop Software - Easy document editing and sharing
    dotloop Software - Share documents with clients via text
    dotloop Software - Secure eSignatures
    dotloop Software - Manage your tasks from your phone
    dotloop Software - Organize your transactions however you need to

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    Reviews

    Overall rating

    4.7 /5
    (639)
    Value for Money
    4.6/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support
    4.6/5

    Already have dotloop?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 639
    Renee
    Renee
    Overall rating
    • Industry: Real Estate
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Great for teams & assistants

    Reviewed on 24/09/2019

    Dotloop helps us stay accountable, dependable, and flexible with streamlined systems.

    Dotloop helps us stay accountable, dependable, and flexible with streamlined systems.

    Pros

    We are a team of three agents and one assistant. We work remotely most of the time and our assistant works from home. Dotloop helps us to all stay in the 'loop' with new listings and sales. We are able to work from anywhere with an internet connection. The phone app allows us to work without a computer! We have the ability to set up custom templates with all of the documents we want each agent to use during all listings and sales. It also integrates with our CRM for easy importing of contacts.

    Cons

    The app could use some additional features but the lacking features are definitely not enough of a hindrance to keep us from using it on a daily basis.

    Response from dotloop

    Hi Renee -- thanks for leaving us such a wonderful review! It's great to hear how the mobile app is helping your team manage your transactions.

    And we're thrilled to hear that you're connecting dotloop to your CRM to streamline the transaction management flow. Helping you integrate with other real estate software is a priority here, and your review reaffirms the work we put into our API efforts and partnerships.

    Thanks again Renee!

    Josh
    Josh
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Making Transaction Management Manageable

    Reviewed on 18/10/2019

    As mentioned above, Dotloop allowed our small team to transition away from paper-based processing...

    As mentioned above, Dotloop allowed our small team to transition away from paper-based processing to a fully digital solution. Our team was able to closer over 100 transactions per year with a single adminsitrative transaction coordinator thanks to its templates and task tracking systems.

    Pros

    Dotloop has a clean, intuitive interface (especially after their most recent design update). It helped our small team clear over a big hurdle of allowing our ops team to efficiently manage transactions while simultaneously allowing our agents to check on progress with as little friction as possible. Dotloop made it possible for our team to finally forego paper files and transact fully in the cloud.

    Cons

    Despite multiple attempts, our team never really trusted the more complex features of Dotloop (individual user permissioning in particular). Whether user or system error, we had several instances where non-team users were seeing notes, documents, or contact information they should not have seen. As a result, we used Dotloop for internal processing only, which means we had to look elsewhere for client-end solutions.

    Alternatives Considered

    TOP PRODUCER

    Reasons for Choosing dotloop

    Top Producer is an old piece of software, and the age showed around the time we switched to Dotloop in 2017. We attempted to use Top Producer's transaction management solution, but it just wasn't up to par with what Dotloop was offering (either in feature set or usability).

    Switched From

    TOP PRODUCER

    Reasons for Switching to dotloop

    Dotloop came highly recommended by other brokers in our firm. In addition, Dotloop seemed (at the time) to be the most standalone product—the other options required us to change our workflow to fit their system, as opposed to their system conforming to our way of doing business. Dotloop was much more flexible in this regard.
    Kathryn
    Overall rating
    • Industry: Real Estate
    • Company size: 10,000+ Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Very clunky software

    Reviewed on 05/03/2020

    This is a computerized solution to a paperwork issue....unfortunately the designers do not...

    This is a computerized solution to a paperwork issue....unfortunately the designers do not understand the Real Estate business which varies throughout the country. California is probably the most document-heavy transaction process in the US. You'd think they'd design a system that would work in CA because then it will work for all of the other states.

    Pros

    I don't have to copy pages of documents for a physical file.

    Cons

    Can only enter one item per category. But in Real Estate we may have 5 or 6 amendments, 3 contingency removals, etc. In this system, you enter Contingency #1. Then when you have Contingency #2, you must join 1 and 2 together in your computer and then load this new scan which eliminates the earlier submission. How stupid? Why not allow more than one item to be submitted in any category?

    Response from dotloop

    Hi Kathryn, thanks for taking the time to share your feedback. We're sorry to hear that you've had a bad experience using dotloop.

    You can upload as many of any document as needed.

    When uploading documents, you are not required to add them to an existing placeholder setup by your broker.

    You can upload the documents directly into the Loop and keep them separate from the other copies.

    For example, you may upload Contingency #1 and add it to the placeholder. When you need to add Contingency #2, add it to the Loop and do not replace Contingency #1.

    This way, you can have both contingencies visible in the Loop.

    Kathryn -- hopefully the above info is helpful. Please call into support if you encounter more issues.

    Mukhabbat
    Overall rating
    • Industry: Real Estate
    • Company size: 51–200 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Thank you feedback Dot Loop

    Reviewed on 15/04/2024

    It was good so far. Thank you very much!

    It was good so far. Thank you very much!

    Pros

    Easy to use. Its simplicity. Thank you very much!

    Cons

    As a buying Agent, I don't have any problems from getting back signatures from buyers,, but when I send the signed by buyers docs to a listing Agent, my docs on my side still stay unsigned, even though the seller and listing Agent signed it. All my Contracts and other docs in my loop stay unsigned by sellers and their Agent. I have to ask them to email the signed doc. It is very uncomfortable and time consuming.
    With DocuSign, I get their signatures immediately and right on spot without asking receivers to send the signed documents in a separate email.

    Andrew
    Overall rating
    • Industry: Real Estate
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 6.0 /10

    Generally Effective and Simple to Learn, But Pricey and Not Without Idiosyncrasies

    Reviewed on 09/06/2023

    At the end of the day, in real estate we just need something to keep us organized and keep up with...

    At the end of the day, in real estate we just need something to keep us organized and keep up with the fast pace of modern transactions. Generally speaking, Dotloop allows this to happen via a simple user interface that most clients can figure out. There are probably more features to the software that I don't use (and perhaps, am not even aware of) but for my needs it's just fine. As I described previously, there are some things about it that make me want to tear my hair out, but having identified these annoyances, I'm usually able to avoid them and advise my clients on how to do the same. Would I switch to a different program if something better came along? Probably, in large part because Dotloop is more expensive than many of its competitors, and in the more than half-decade I've been using it, I've never seen the software updated to address some of the same problem areas that have been plaguing it all along. But as I said, it's 95% functional for my needs and I already know how to use it, which counts for a lot.

    Pros

    There are a lot of e-signature software programs out there right now. Many of these -- including Dotloop -- are pitched as specific to real estate transaction management, although there's no conceivable reason they couldn't be used in other contract-dependent industries as well. Having tried several of these programs, I've now been a consistent Dotloop user for at least five or six years, possibly longer. Part of that is simply because I've come to know the software and it's what I am comfortable using, which ultimately saves me time. But it really is straightforward, with an attractive user interface and great organizational capacity. I love being able to create folders within folders, to re-use Loops when clients return for multiple transactions, and to archive documents that are not being used. Basic functions like document splitting, renaming, saving, sharing and downloading are very easy and work as intended.

    Cons

    As much as I like the software, it has a variety of quirks that cause me varying levels of irritation. I've learned a few tricks to keep the quirkiness to a minimum, but the program can still be truly obnoxious at times. One of my biggest pet peeves is when another agent wants to share documents with me from his/her Dotloop account; for instance, a buyer's agent sends me an offer for a property I have listed. If this buyer's agent shares it from her Loop (rather than just attaching a PDF to an email) Dotloop frequently creates a brand new Loop on my dashboard -- or worse, asks me to "sign up" for Dotloop because the agent has shared it to some variation of my email address that isn't technically my Dotloop address. So in a best case scenario my Loops become disorganized, and in a worst case scenario I can't even look at the offer unless I make a new account or ask the other agent to re-send. Many agents I know have this very same complaint, to the point where we have started adding comments in our MLS listings that say "Do NOT submit offers via Dotloop; email a PDF instead." Dotloop has some other quirks, including not saving signatures if two parties (say, husband and wife) are signing at the same time from their respective computers or mobile devices. I have to tell my clients "Make sure one of you signs completely and THEN the other one of you can do the same."

    Showing 5 reviews of 639 Read all reviews

    dotloop FAQs

    Below are some frequently asked questions for dotloop.

    dotloop offers the following pricing plans:

    • Starting from: US$31.99/month
    • Pricing model: Subscription
    • Free Trial: Available

    dotloop has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    dotloop supports the following languages:

    English

    dotloop supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    dotloop integrates with the following applications:

    Big Purple Dot, BombBomb, CINC, CORE BackOffice, CXMEngine, Cloze, Constant Contact 1, Contactually, Dropbox Business, Emphasys, Follow Up Boss, Gmail, Google Calendar, Google Contacts, HomeBinder, LionDesk, Loft47, Lofty, Mailchimp, Market Leader Professional, Microsoft Outlook, MoxiEngage, Notarize eSign, Operations Hub, PreApproved Renter, Propertybase Salesforce Edition, QuickBooks, Real Geeks, Realvolve, SweepBright, Zapier, Zipi, Zurple, iBroker

    dotloop offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

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