dotloop

dotloop

Real estate transaction management software

4.2/5 (112 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
$29/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
4.2/5
82% positive reviews
70
Excellent
22
Very good
6
Average
5
Poor
9
Terrible

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

Great for sharing documents with clients and keeping record

Used Daily for 2+ years
Reviewed on 2019/03/12
Review Source: Capterra

Overall DotLoop is a good system when you are in a deal working with clients.
From an admin perspective its more time consuming then it should be

Pros

Able to share documents with clients and others for viewing and signing
Able to upload custom documents to be made into interactive forms
Nothing is ever deleted
Able to have a master account for the company with all users under it

Cons

Admin side gets frustrating on documents that are submitted for review, it sends everything in a loop instead of just the documents checked sometimes (Very time consuming from and admins perspective)
No real training except videos for new users
Communication with Tech Support on uploading new interactive documents is touchy
Need an separate email for everyone on the loop
Easy to get multiple accounts from others sharing documents to you (constantly calling to have accounts removed and cleaned up from individuals)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Arielle D.

Great Program for Paperless Companies!

Used Daily for 1+ year
Reviewed on 2018/09/12
Review Source: Capterra

I have never had any huge issues with Dotloop. If I ever experience anything difficult, the Dotloop customer service helps immediately to get the problem solved. Would highly recommend Dotloop for any paperless company!

Pros

The ease of use. Dotloop provides access to anyone with a simple addition of an email and a name. Very straight forward for clients to use, even let's them sign with a click of a button. Dotloop also keeps files neatly organized. You're even able to add PDF's direct from your email into the loop and folder you like!

Cons

There actually isn't much that our office does not like about Dotloop. The only thing that can be an issue is if you have one client as multiple parties. For example, while using the "auto-fill" function of dotloop, if you have an agent that also doubles as the purchaser, there is no way to use the same email account for separate signature spaces for the different roles. Before sending out to clients, you must go through the document and verify that all signatures spaces are assigned correctly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Tami J.

Technology changes everything

Used Daily for 2+ years
Reviewed on 2019/05/10
Review Source: Capterra

I am able to monitor and track transactions behind-the-scenes to help manage quick and efficient closings, while keeping our Cutler image and branding clearly deifned.

Pros

Dotloop has changed the face of doing business. Transactions are faster, easier and more manageable, needless to say 100% trackable. This technology affects every level of a business; admins, Realtors, Brokers, Transaction Coordinators. Have documents readily available and branded, even on your mobile device makes doing business in the Real Estate world easy to balance with all of the other things that we all have in our lives. Dotloop programmers listen and make changes and updates as quickly as humanly possible.

Cons

If it not used properly, by all parties, it is frustrating and not AS effective as it should be.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Shane S.

All Day, Every Day

Used Daily for 2+ years
Reviewed on 2018/11/19
Review Source: Capterra

Pros

Dotloop is a piece of software that has been pivotal to the existence of my business for over 4 years now. It is an incredibly easy to use platform with great integrations and flexibility. I have been forced to use other services (like AppFiles) by clients who didn't have Dotloop and the difference is night and day. If you are in need of a document sharing system for Real Estate, hands down the best option available is Dotloop.

Cons

While I love most everything about this platform, I do wish there were most customization options for "white label" styling, allowing the end recipient to have a more clean "in house" feel. If they could include some ability to customize the front end and the notification emails, that would be awesome.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
User Recommendation
8.6/10
Based on 112 reviews
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dotloop Pricing

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

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

Value for Money
4.1/5
Based on 112 reviews
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dotloop Features

  • Contact Management
  • Customizable Branding
  • Document Storage
  • Reporting & Statistics
  • Task Management
  • Third Party Integration

  • Accounting Management
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Client Portal
  • Contact Database
  • Electronic Payments
  • Email Notifications
  • Expense Tracking
  • Maintenance Scheduling
  • Search Functionality
  • Self Service Portal
  • Template Management
Features
4.2/5
Based on 112 reviews
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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: $29/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

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