Excellent!!

The mobile app on this system allows me to create and share documents quickly and from anywhere. Documents auto fill with transaction information When opened and already has signature places assigned for buyers and sellers to sign. I can share to email or text a document to their phone for immediate signatures. The task lists and reminders are essential to my every day business. And activity log helps me track activities of lenders and other transaction parties so I can see if they view documents or when someone has signed. Push notifications from the mobile app let me know immediately when someone has signed a document so I can share it to the appropriate party. Messaging with in the app allows me to be able to keep all transaction emails messages and notes in one place. I can add pictures of deposit checks or scan multiple documents from my phone directly into the file.

I have to add an email for each roll including the opposite party which I don’t have access to

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.

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.

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."

I find the platform reliable and something i always am coming back to, to ensure my systems stay organized and up to date. And while I find there are some technical glitches I often am able to work through them.

I like that i am able to connect with my clients and share information quickly and efficiently. There are a multitude of well thought out features that have ensured efficiency and ease of use.

When working on documents, oftentimes it jumps back to the first page for no reason, after clicking on a text box or signature. I also occasionally have trouble sharing multiple documents with people because some documents have been shared with a limited group. I dont think that should hinder my ability to share a selected group of documents at once.

Overall, dotloop has a much easier learning curve and fits my needs much greater than other options, particularly with in host signing for older clients. It is easy for clients to figure out esignatures and walks them through it thoroughly.

This software is the most user friendly that I have found for real estate transactions. It offers in host signing which I use all the time. It is so easy to review history and see where I am in the middle of negotiations.

The pricing strategy is either free or $300. There are so many agent that do not need unlimited transactions. A lower priced option for a limited number of transactions is needed. I help many newer agents that love this software but can't justify $300 when they may only do 20 transactions per year.