dotloop

4.7 (662)
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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
    (662)
    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 662
    Bryan
    Bryan
    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

    Dotloop is better for the agent than for the person signing.

    Reviewed on 2022/02/03

    Some quirks. Such as if you fill out a contact within the loop, then dotloop will only remember...

    Some quirks. Such as if you fill out a contact within the loop, then dotloop will only remember the name and email outside of that loop. If you want that contact to be in your system with all their info, then you need to exit the loop, go to contacts, fill out the date, and press ok once and then when the screen refreshes then press save. If you don't press this twice, you won't save the data. But at least when you do this, then all the data for the contact will save. Why this is so and so convoluted, I have no idea. But it's been like this for almost a decade and I've asked about it.

    Pros

    Much easier to use than zipforms and docusign for the agent.

    Cons

    Signing for the buyer or seller not near as easy as docusign. There you just press start and it takes you to the next place to sign. Then you click finish. All done. With dotloop the signer must scroll and search for the proper places to sign or fill out. So this is more prone to unfilled documents than with docusign. Also, dotloop doesn't offer the simple date function that fills out the date when it's signed like docusign. You must manually choose a date and if the date is tomorrow when they sign and you filled out today then you have lost time for their termination option because it started when i filled out the date rather than when the customer signed. And because it is hard to get signers to fill out fields, it's almost impossible to get the signer to fill out the date, so it's easier just to guess and fill out the date you think they'll sign.

    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 2019/10/18

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

    Overall rating

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

    It's Okay....

    Reviewed on 2020/09/17

    I has to use this software while I was on a team. I was happy when I left the team and didn't have...

    I has to use this software while I was on a team. I was happy when I left the team and didn't have to use this any longer. I'm sure it's a good program, just not to my liking. I had to figure out how to use other programs of this type, and this one I just couldn't get it right.

    Pros

    dotloop does allow for file sharing, but I found it to be just a little confusing. I just never really got the hang of it. I like other programs much better.

    Cons

    To me, dotloop was way too confusing. I don't like this software since I found it not to be very user friendly. I know that other people I have worked with like this software, but I could never quite fully figure it out. Not in my top 10.....

    Response from dotloop

    Hi Gina, thanks for taking the time to share your feedback regarding dotloop.

    I'm sorry to hear that you did not have the best experience in using our software.

    I know there's a learning curve whenever people switch to a new product. With that in mind, I'm curious, did you go through any of our on-boarding videos?

    Thanks,
    Nick Wright
    Customer Marketing Manager

    Barb
    Overall rating
    • Industry: Real Estate
    • Company size: 201–500 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

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

    Loving Dotloop

    Reviewed on 2024/12/23

    Many of my colleagues continue to use Dotloop even though our company is using a different...

    Many of my colleagues continue to use Dotloop even though our company is using a different software. It's because Dotloop is easier to use! I agree.

    Pros

    The best thing about Dotloop is the end user experience. It is so easy to use.

    Cons

    Nothing - I find it completely searchable, and easy to find my clients and their purchase/sale addresses.

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

    Overall rating

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

    Easy to work with

    Reviewed on 2024/10/30

    All in all its very good. Dotloop is a way to store all information from a transaction and can be...

    All in all its very good. Dotloop is a way to store all information from a transaction and can be reviewed anytime. Client signatures are very easy to obtain. Also, the tracking history is very beneficial .

    Pros

    Ease of operation and getting clients to sign is seemless.

    Cons

    Currently I DO NOT like having to enter my email address EVERYTIME I log in! That is super annoying! All Realtors that I have talked to feel the same.

    Showing 5 reviews of 662 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, Contactually, Dropbox Business, Emphasys, Follow Up Boss, Gmail, Google Calendar, Google Contacts, LionDesk, Loft47, Lofty, Mailchimp, Market Leader Professional, Microsoft Outlook, MoxiEngage, Notarize eSign, Operations Hub, PreApproved Renter, Propertybase Salesforce Edition, 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

    See all software categories found for dotloop.