dotloop Software


 

dotloop is a cloud-based real estate transaction management solution designed for brokers, teams, agents and service providers. Primary features include transaction management, workflow tools, audit trails, eSignatures, document management, task templates and reporting.

dotloop allows users to manage transactions, edit, share and e-sign real estate documents. It also offers compliance, storage, form editing and digital signatures features. Users can view their business performance using the reporting tools.

It provides compliance management and real-time notification features for changes in deal status. dotloop offers integration with Boomtown, Inside Real Estate, LionDesk, RealGeeks, Zurple, SweepBright, SnapNHD, Google Drive, Preclose and others.

Support is offered via email and over the phone. Other help options include webinars, onsite seminars and tutorials.

 

dotloop - Sales chart
 
  • dotloop - Sales chart
    Sales chart
  • dotloop - Mobile support
    Mobile support
  • dotloop - Multiple devices
    Multiple devices
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

31 Reviews of dotloop

 

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Software Advice Reviews (7)
More Reviews (24)

Showing 1-7 of 7

Emily from lgh
Specialty: Healthcare
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2018

May 2018

Easiest electronic signing system

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Easiest electronic signature and file signing system that I have used so far. I have used multiple different softwares and have found this to be my preference.

Cons

Sometimes the software will put the signature box that should not be signed in a person's signing responsibility but it is not often this occurs. small glitch.

Review Source
 
 

Emily from BDMH
Specialty: Healthcare
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

Used this as a homebuyer

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The system was easy to use and was intuitive. When purchasing a home it was easy to see what check point was next, where to sign, where to initial and more. I found the platform to be easily used on both my phone and laptop.

Cons

There were a few mishaps which completing one document but that was it. My realtor was able to jump in and mitigate the issue with ease.

Review Source
 
 

Andrew from KW
Specialty: Real Estate
Number of employees: 10,000+ employees Employees number: 10,000+ employees

March 2018

March 2018

ALWAYS AN ISSUE WITH DOTLOOP

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Cons

Customer service takes too long to answer, on holidays they close at 5pm - real estate is a 24/7 business. Do you think all issues will take place before 5pm? I have to use this software for KW oversight reasons, otherwise, I would stay as far away from it as I possibly could. Too many problems with clients not being able to "adopt and Sign" Always some issue or another-I hate this Product as do most agents who refuse to use it.
It's browser specific which is yet another problem

Review Source
 
 

Brian from Northern Colorado Realty
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Bad Software, Not Efficient, Horrible Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I highly recommend using a different software. Dotloop promises a lot, but performs horribly. Customer service and account Rep Ana Fleisher not willing to work with me around contract.

Cons

Everything. I was told I can share any and all documents with anyone involved in a transaction. However, important documents such as inspection reports and appraisal reports are too large of files to be shared. Second, the electronic signature portion is very cumbersome and time consuming. Docusign is a much better software. Third, their customer service is awful! It takes days to respond, if they even do respond. They only care about their bottom dollar, and not the client. Fourth, because the software is so bad, agents on my team have invested in their own software because of how much they do not like Dotloop.

Review Source
 
 

Roslyn from Renter's Warehouse
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Excellent for storage and sharing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I appreciate the extensive training manual and feel the system is easy to learn and use.

Pros

Dotloop helps me keep my documents organized. There is a lot of paperwork involved in property management, and dotloop is perfect for streamlining our processes of collecting signatures and organizing files.

Cons

My only complaint is the inability to permanently delete documents or loops. While I understand the idea of 'better safe than sorry', archiving loops doesn't make them disappear from searches, which can clutter things up, especially if a property or loop has been taken over by another agent.

Review Source
 
 

Donna from M4 Investors Group
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Not user friendly for client

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

No

Pros

Keeps file for future tax records. Keeps every file in individual loops. Allows common used forms to download.

Cons

Have to remember name of each file and can’t remove unfinished files. Can only use forms company downloads.

Review Source
 
 

Hunter from Ownerland Realty Inc.
Specialty: Real Estate
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

The only all in one real estate transaction management system.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I can edit documents, share them for esignatures, and manage tasks all in one place. They also have integrations with many other real estate companies (CRM, finance, etc.)

Cons

I wish there was an agent product that allowed me to brand my account but that feature is only available at the Team or Office level currently.

Review Source
 
 
 
Showing 1-20 of 24


July 2018

July 2018

Not very user-friendly

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

I did not really care for this software. I was used to other products and their integrations and I feel like Dotloop fell short of meeting up with the competition.

Cons

I did not like the user dashboard for this, I did not like that clients have to create an account to sign. With other programs, they can just be verified by their email and then sign.

Review Source: Capterra
 

Crystal from CENTURY 21 Stopper & Associates

June 2018

June 2018

Online Filing Cabinets, Communications, and Electronic Signing in ONE!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I LOVE Dot Loop. We had been hesitant on making the move to Dot Loop, but we took a leap of faith! It was the best choice for our company. This software makes documents easy to autofill, share with others, and have them electronically signed. You can submit loops and documents for review from higher authorities within a channel for accuracy and storage. It eliminates paper and filing cabinets from a room in the office. It is the perfect software to store all the documents for your transactions.

Cons

The only thing that we are finding that we dislike is that you cannot send a document for electronic signature to one email for several people to sign. Each person has to have a designated email. We are used to being able to use the same email for multiple users for example, Husband and Wife. We are going to work around it though because the Pros outweigh the Cons!

Review Source: Capterra
 

Bre from S & L Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

I have used dotloop to sign legal documents, I had a great experience since it is so easy and fast

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Support

Time saving and efficient, easy to use

Pros

What I liked most was the ease with which it is navigated, the app/program takes you from start to finish and actually tells you what to do. IT is such an easy app to use, I absolutely loved it

Cons

I honestly did not have one thing I didnt like or liked least, this is a five star app! I would like to congratulate the creators of this program as it is easy to use, fast, efficient and I loved it!

Review Source: Capterra
 

Ashley from Phox Realty
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

Helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I benefit from having everything in one place and having the advantage of my Broker being able to overlook my documents.

Pros

I really love how everything I need is all in one loop and my Broker can access it to help me with my paper work when needed.

Cons

It's pretty complicated without training. I wish it was a little simpler, but the more I use it the better I get.

Review Source: Capterra
 


May 2018

May 2018

Easy Peasy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We could not have managed the sale and purchase of our properties without this software. Dotloop allowed us to expedite a process that would have been much to slow to meet our incredibly strict timeline. Thanks to Dotloop, signing documents and keeping everyone organized and on the same page was a breeze!

Cons

There was a weird message at the end that wasn't easy to determine if it was part of the process or not. I clicked on it several times not realizing I didn't have to and ended up down some rabbit holes I wasn't prepared for.

Review Source: Capterra
 


April 2018

April 2018

I use this to manage and maintain real estate transactions for multiple real estate agents.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Getting signed contract documents quick and efficiently.

Pros

I like that everything is organized by loops and that you can auto populate information just by filling out a form and it fills out the information for you so you don't need to go in and do it yourself. I like the convenience of having it done for you and notifying you when something has been signed. I also like that you can upload templates so that you can fill out the information in DotLoop rather than in a PDF.

Cons

I don't like that when you are an admin for your company that everyone else that is an admin receives the signed document and I don't like that you can't opt out of certain agents signed documents when they are completed. I wish there was also an easier way to transfer your loops with all of your paperwork to one account to another.

Review Source: Capterra
 

Leah from Triangle Experts
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

NOT AN EFFECTIVE CRM!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It had a few features that were nice for a Real Estate Team but it very clunky and had more steps than we felt necessary!!

Cons

We did not find it user friendly for our agents. Too many steps to complete certain tasks... We found other systems to be much more agent friendly.

Review Source: Capterra
 

Nicole from McBride Kelly

April 2018

April 2018

I've used it from both sides and its great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I really like how easy it is to share everything with clients and anyone involved in a transaction. It is an easy way to keep each listing organzied and all the documents together. It is easy to fill out forms and share with everyone who may need to see the documents. Very easy to collaborate and get things done!

Cons

There are some things such as adding in initial spots that I have had some trouble figuring out. I have not had a chance to reach out to customer support on this.

Review Source: Capterra
 

Maria from Real Estate

March 2018

March 2018

Great tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Using dotloop, has helped make things for us much easier and more organized. We like having all the documents available in one place and able to send them out.

Cons

There is a lot to go through and learn so it may take some time to catch on, but the tool is a great help.

Review Source: Capterra
 

Ron from Coldwell Banker Lewis-Kirkeby-Hall

March 2018

March 2018

DotLoop is reliable and easy way to complete real estate transactions at a distance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It provides for secure real estate transactions at a distance. It also tracks all changes to any document and keeps all documents for a transaction in the same file or "loop."

Pros

Once you have learned how to use DotLoop it is easy to use in future documents. It is very secure and fairly quick.

Cons

It takes a little bit of time to learn how to use DotLoop as a real estate agent. Making changes to documents requires a little bit of a learning curve until you understand how it works. Then it is pretty easy. Also, if you are working with a couple who share the same email address, they both cannot sign a contract as it requires separate email addresses for each signature.

Review Source: Capterra
 

Brittney from PSIR

March 2018

March 2018

Could Be So Much Better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to use. Site is clean and organized. Customer service is helpful 90% of the time. That's basically all the nice things I have to say.

Cons

Site could be so much better with some major attention to detail. Little things are so tedious and frustrating that it becomes a pain you have to live with. When submitted documents to review, even if you only select one, all documents you have edited will be submitted, regardless if you are actually finished editing the document or not. When you select a folder to submit to review, it still asks you which folder you want to submit to review if there are more than one folder. Submit to review button needs to be much bigger so agents don't think they have to share the folder with staff (this creates a whole new loop which confuses agents). I could go on and on, but this is the only document storage site our company permits us to use, so we have to make the best of it.

Review Source: Capterra
 

Jessica from Chinowth & Cohen Realtors

March 2018

March 2018

Could Not do business with out it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Could not do business with out this software!!

Pros

What I like the most about Dot Loop is the ease of use. I can add a signature to a document, send it to a client via email, they can e-sign and send it right back. It cuts down time between transaction delays due to documents needing to be signed

Cons

There is no was to archive a document out of your loop unless you have admin access so some folders you have unnecessary documents that you dont need. I would also like to be able to sort my loops and if I archive a loop that it goes away and doesnt show up in active loops

Review Source: Capterra
 

Andre from Keller Williams

February 2018

February 2018

Dotloop has made life as a Realtor much easier, you are able to get thing singed and track it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very convenient and client friendly, ease of use it great and everything is clear to the user a great product.

Cons

There is not a lot of bad things with this program, I think if I had a con it would be sharing with other agents that don't use the program

Review Source: Capterra
 

Charles from Tierra Antigua Realty
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

This is a horrible program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

none at all

Cons

Cant type the letter "s" into the forms consistently. It doesn't do MLS connect. It is NOT user friendly. This POS doesn't even remember my own information after I login. HORRIBLE program.
I have been using this for over a year and its a complete disaster. I was hoping they would improve this program over the course of time... It didn't happen

Review Source: Capterra
 


February 2018

February 2018

Dotloop is terrible!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

A place to manage your transaction
Good organization of data and documents
Has an app that can be downloaded to phone or tablet
Information in cloud can be accessed by team members anytime
Clients can log in for copies of documents

Cons

Account is held hostile-whatever you download on dotloop stays there forever
User has no control -You can't delete duplicate files
Information entered is not safe- might be shared with affiliates
Customer service is bad, unavailable on the weekends when most of us work
Price should be free
I wouldn't recommend it.

Review Source: GetApp
 

Kathy from PSIR Blowing Rock on Main
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Useful but Cumbersome to Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Document/Transaction management

Pros

Document storage, task list management-assignments, dates; Pulls data from google; can edit easily enough

Cons

Not easy to email documents out- have to "share". Does not have a Withdrawn or Contract Terminated status features

Review Source: Capterra
 

Aaron from Keller Williams
Number of employees: 10,000+ employees Employees number: 10,000+ employees

June 2017

June 2017

I love DOTLOOP! IT's the easiest thing out there that I know of to use for documents!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use, app allows me to use on phone when needed, clients can figure it out pretty quickly so it makes my life easier.

Review Source: Capterra
 


January 2017

January 2017

Poor fit. Poor customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was told they had a customer base outside of real estate. I had a good experience using it for a recent real estate deal and wanted to use their e-signature features in my non-real estate company. They required a 1-year contract with upfront monthly payment. Once we trained our staff and tried some dummy transactions it became clear in the emails that customers would see, that dotloop had several paragraphs routing their system and mentioned the real estate industry three times. We are not real estate. So I asked them, not to change their marketing text in the emails, just to toggle off the words real estate. They refused to do so. Charged us 2 months of service yet we never used it. We are disputing.

Amazing the parent, Zillow, would permit this heavy-handed lock-them-in approach, not make the minor changes requested, and if not willing to change at least refund the 2 payments. No refund, no apology, no good customer relations strategy.

Pros

I liked the system for a real estate deal I used it for.

Cons

Cumbersome to upload documents.

Advice to Others

Don't buy it if not in real estate.

Review Source: GetApp
 

Anna from CENTURY 21 Signature Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Streamlined All Aspects of Our Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used dotloop for about 3 years and more recently integrated some of our office processes into the loops. Now our agents can see (real-time) what our administrative staff is doing in the loop, through the use of workflow statuses and task lists.

Pros

I love the ability for the agents and the staff to be looking in the same place for the same information.

Cons

dotloop is still new enough that they haven't been able to think through every nook and cranny of the real estate business. However, they are doing a phenomenal job of being at the leading edge...and I look forward to what they'll grow into.

Advice to Others

I have not found any transactional management tool that even comes close to matching dotloop.

Review Source: Capterra

  Response: dotloop, Dotloop Inc.

Date: December 2016

December 2016

 

Thanks for the review, Anna!

 

bette from red door realty

December 2016

December 2016

Streamline Documents

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great way to streamline client documents keeping access portable and accessible to other users. Easy to use with email and easy to share documents with others.

Review Source: Capterra

  Response: dotloop, Dotloop Inc.

Date: December 2016

December 2016

 

Bette,

Thanks so much for your review and for using dotloop! Let us know if there's anything we can do for you.

-Greg

dotloop