dotloop software


40 reviews(4.0/5)
40 reviews(4.0/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

40 Reviews of dotloop

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  • Verified Reviewer

    Number of employees: 11-50 employees

    September 2018

    Love dotloop!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    ease of use and if i ever had a problem support was available.

    Cons

    Very expensive! Have found other softwares that are cheaper and reliable!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Arielle from RE/MAX Generations

    Number of employees: 2-10 employees

    September 2018

    Great Program for Paperless Companies!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    September 2018

    I love keeping track of the paperwork all in one spot.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easy to use and they keep enhancing it.

    Pros

    I like the ability to keep all my paperwork together. Easy to explain to customers too.

    Cons

    Nothing yet. I think one of the things that wasnt user friendly was fixed. I think you can now move items inbetween folders.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 201-500 employees

    September 2018

    Great idea but buggy

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

    This software has a great design. We use it in in our Real Estate business everyday. It’s a wonderful tool to keep your records and ease of digital signing with clients.

    Cons

    This software does have bugs and slow integration between other online signing software. There is a learning curve and slow comprehension from users.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    September 2018

    Dotloop saves so much time and money

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Erin from Coldwell Banker Hickok & Boardman Realty

    Number of employees: 51-200 employees

    August 2018

    Makes Transactions & Signatures So Easy

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Our agent used dotloop for selling our home and it made the process so easy. We didn't have to make appointments just to sign documents and if changes were needed it could signed and revised in minutes.

    Cons

    I haven't run into any cons as of yet, but only used it a few times.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ana from EPIC Consultant

    Specialty: Real Estate

    Number of employees: 51-200 employees

    August 2018

    Great to manage documents

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I have been using this product for a couple of month. Very good at keeping all documents and sharing to different people.

    Cons

    No cons for now. It is a easy tool to manage documents. I should stay that way. Maybe it would be good if it has notification when someone change a document.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Danielle from Rasmussen College

    Number of employees: 1,001-5,000 employees

    August 2018

    A great way to organize, share, and edit documents for real estate

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Connectivity with other agents, quick and easy way to store, organize and edit documents.

    Pros

    DotLoop is incredibly intuitive and user-friendly. When you create a new loop, it essentially walks you through what documents are needed for every stage of a transaction.

    Cons

    There were times when I was unable to close loops that were completed and I could not figure out why.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Brad from UniBank

    Number of employees: 201-500 employees

    July 2018

    I used DotLoop in a condominium purchase recently and it was very easy to use, with great workflow

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    fast response time, distributed document management, totally easy to work through

    Pros

    Ease of use - so simple and logical, great tracking of documents and signatures, presentation on the screen wonderful

    Cons

    I found download to PDF a bit of a challenge when there were multiple documents. it was a minor stumbling block though.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Not very user-friendly

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Crystal from CENTURY 21 Stopper & Associates

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bre from S & L Inc.

    Number of employees: 201-500 employees

    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
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ashley from Phox Realty

    Number of employees: 1 employee

    June 2018

    Helpful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Easy Peasy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Emily from lgh

    Specialty: Healthcare

    Number of employees: 5,001-10,000 employees

    May 2018

    Easiest electronic signing system

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 201-500 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Leah from Triangle Experts

    Number of employees: 11-50 employees

    April 2018

    NOT AN EFFECTIVE CRM!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Emily from BDMH

    Specialty: Healthcare

    Number of employees: 201-500 employees

    April 2018

    Used this as a homebuyer

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Nicole from McBride Kelly

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Andrew from KW

    Specialty: Real Estate

    Number of employees: 10,000+ employees

    March 2018

    ALWAYS AN ISSUE WITH DOTLOOP

    Ease-of-use
    Functionality
    Quality
    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

    This review was submitted organically. No incentive was offered
    Review Source
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