dotloop

dotloop

Real estate transaction management software

4.4/5 (175 reviews)

dotloop Overview

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.

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.

Robust compliance – dotloop is as flexible as you need it to be with custom workflows that are built around your existing processes.

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.

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.

Cloud storage – minimize document storage costs and eliminate inefficiencies to save time and money.

Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Free
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

dotloop Reviews

Overall rating
4.4/5
86% positive reviews
114
Excellent
37
Very good
9
Average
6
Poor
9
Terrible
Josephine S.

Useful and Easy to use

Used Daily for 2+ years
Reviewed on 2019/07/24
Review Source: Capterra

I a trying to find a way to make it a little ore cost efficient since we have so many users already. Its not but I do wish it was a little better for the broker trying to supply the system for its agents.

Pros

We have been using dotloop for a while after going through many different CRM's and dotlloop is the best one so far. It can be used for digital signature, paperwork filing & compliance records, messaging inter office and with clients, and for tasks. It is a product we use on a daily basis and has been an integral part of our operations.

Cons

Just like every real estate software it doesnt do everything and that is ok but of course the functions of noot being able to upload picture files is sometimes difficult.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Shaylah L.

Easy for Real Estate Clients to Use

Used Weekly for 1+ year
Reviewed on 2019/07/12
Review Source: Capterra

Pros

My clients find this very easy to use from their mobile devices.

Cons

I started with the trial version. But I wasted some loops on practice and when I went back to erase them and use them for real loops, it made me purchase a full version even though I only had 1 or 2 official loop that had been sent to clients for signing. I wish I could copy and paste text boxes as they are often redundant. I also wish the text boxes weren't so finicky - if you need to edit the text after leaving the box, sometimes you need to actually erase some text before you can retype (maybe just on my computer - MacBook Pro). Also, maybe I am doing it wrong, but it is annoying when a document is mostly signed and then somebody notices a small typo or edit and once i touch it the signatures are all erased. It would be nice if instead of erasing everything, it would pings the signees to ask them to initial the edit and perhaps restricted downloading the document until all edits were acknowledged by all signing parties.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

9.0/10
Jean S.

Impressive Software with Everything You Need for E-signatures in one platform

Used Daily for 2+ years
Reviewed on 2019/07/26
Review Source: Capterra

We have become a Paperless office thanks to Dotloop. No more file cabinets taking up 1/2 of the office space. Every file is saved in Dotloop and emails and misc docs are emailed right to the loop.

Pros

Easy to use and setup and I can turn any PDF into an electronic document. Every signature and initials are date and time stamped. Easy for clients to understand and use on their computer, tablet or Smartphones. The ability to Email contracts and docs directly to a loop is awesome and saves our agents a lot of time.

Cons

As an administrator I would like to have the ability to move agents from one office location to another. We've also had issues where the sellers agent and the buyers agent both make their own loop for one transaction. Things then tend to get confusing for the agents and clients.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Dotloop saves so much time and money

Used Daily for 2+ years
Reviewed on 2018/09/02
Review Source: Capterra

Dotloop has saved us so much time and money, and I could not imagine ever having to go back to getting signatures the old fashioned way. In addition, both myself and my boss can access documents from anywhere we have an internet connection, so it has kind of acted as a cloud server for us as well. Overall, I really love this software, it has made my job so much easier.

Pros

I work as a transaction coordinator for a real estate agent, and Dotloop has revolutionized the way we do business. The best feature of this software is the ability to digitally sign paperwork, which saves us so much time and money. Many times, we go back and forth negotiating a contract, and we need initials and signatures each time we make a change. Rather than having to physically meet up with clients, we are able to acquire signatures quickly and easily via email.

Cons

Sharing a loop can be confusing. I rarely share my loops with other agents for fear of them having access to and changing things they shouldn't and vice versa.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Julie D.

Best Document Signing Out There!

Used Daily for 2+ years
Reviewed on 2019/08/06
Review Source: Capterra

I use dotloop to run my real estate transactions. Clients love that I can send things directly to their phones for an instant signature.

Pros

I love dotloop! It is incredibly easy to use and accurate! Can't say enough good things about it.

Cons

My only complaint is they are no longer working with Keller Williams after this month. I'm going to miss having access to it and have even considered paying for it personally.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

dotloop Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Free
Value for money

<li> Individual (10 transactions): Free
<li> Premium: $29/month
<li> Teams: Contact dotloop

dotloop Features

  • API
  • Contact Management
  • Document Storage
  • Reporting & Statistics
  • Task Management

  • Accounting Management
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Client Portal
  • Contact Database
  • Customizable Reporting
  • Electronic Payments
  • Email Notifications
  • Expense Tracking
  • Lead Management
  • Search Functionality
  • Self Service Portal
  • Template Management

Additional information for dotloop

Key features of dotloop

  • API availability
  • Accounting integration
  • Bank-approved audit trail
  • CRM integration
  • Collaboration tools
  • Collaborative review
  • Collaborative transactions
  • Compliance management
  • Configurable workflow
  • Contact management
  • Custom branding
  • Data encryption
  • Data export
  • Digital signature
  • Document approval
  • Document change tracking
  • Document management
  • Document review
  • Document templates
  • Interactive documents
  • Mobile signature capture
  • Online document storage
  • Online negotiation expertise
  • Projections
  • Real estate transactions
  • Real time data
  • Reporting
  • Reporting & statistics
  • SSO
  • Security & back-up
  • Signature capture
  • Task management
  • Third party integration
  • Transaction history
  • Transaction monitoring
  • eSignatures
  • eSignatures

Benefits

  • 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.

  • dotloop FAQs

    Below are some frequently asked questions for dotloop.

    Q. What type of pricing plans does dotloop offer?

    dotloop offers the following pricing plans:

    Starting from: US$29,00/month

    Pricing model: Free

    Free Trial: Available

    <li> Individual (10 transactions): Free
    <li> Premium: $29/month
    <li> Teams: Contact dotloop

    Q. What are the main features of dotloop?

    dotloop offers the following features:

    • API availability
    • Accounting integration
    • Bank-approved audit trail
    • CRM integration
    • Collaboration tools
    • Collaborative review
    • Collaborative transactions
    • Compliance management
    • Configurable workflow
    • Contact management
    • Custom branding
    • Data encryption
    • Data export
    • Digital signature
    • Document approval
    • Document change tracking
    • Document management
    • Document review
    • Document templates
    • Interactive documents
    • Mobile signature capture
    • Online document storage
    • Online negotiation expertise
    • Projections
    • Real estate transactions
    • Real time data
    • Reporting
    • Reporting & statistics
    • SSO
    • Security & back-up
    • Signature capture
    • Task management
    • Third party integration
    • Transaction history
    • Transaction monitoring
    • eSignatures
    • eSignatures

    Q. Who are the typical users of dotloop?

    dotloop has the following typical customers:

    Freelancers, Mid Size Business, Small Business

    Q. What languages does dotloop support?

    dotloop supports the following languages:

    English

    Q. What type of pricing plans does dotloop offer?

    dotloop has the following pricing plans:

    Free

    Q. Does dotloop support mobile devices?

    dotloop supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does dotloop integrate with?

    dotloop integrates with the following applications:

    Campaign Monitor, HubSpot CRM, HubSpot Marketing, Insightly, Mailchimp, PieSync, Realvolve, Robly, Teamleader, iBroker

    Q. What level of support does dotloop offer?

    dotloop offers the following support options:

    FAQs, Knowledge Base, Online Support, Video Tutorials