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

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.

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.

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.

It was good so far. Thank you very much!

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

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.

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.