dotloop Software

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.

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!

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!

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

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.

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

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.

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.

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.

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.