An essential for a real estate agents!

Excellent!!

Pros

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.

Cons

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

Review

Overall the experience is great. Easy to use and navigate.

Pros

I like the ability to see all the documents together when I am in a loop. Very easy to add and edit documents. Shortcuts are my time savers. The links to "how to" video are super helpful and can be shared with other users

Cons

If the fields overlap by accident, the documents can't be saved. It doesn't provide exact place/ page that has overlapped fields, rather just mentions letter and a number with an error message that that document can't be saved.

Making Transaction Management Manageable

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.

Pros

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.

Cons

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.

Does Exactly What You Need it To

I recently used dotloop to manage all the documents involved with selling a piece of real estate. I had previously used Docusign, which I didn't really have any issues with, but this time went with dotloop. We found just as good if not better than Docusign.

Pros

Dotloop made it easy to see what documents were ready/complete, which still needed to be signed, and by whom they needed to be signed. It made the "workflow" involved in selling a property and all the paperwork that entails incredibly streamlined and painless.

Cons

It's difficult to not like anything about dotloop as a user. I could just pull it up, see what documents still needed my signature, review documents i'd already signed etc. It just works.

It's Okay....

I has to use this software while I was on a team. I was happy when I left the team and didn't have to use this any longer. I'm sure it's a good program, just not to my liking. I had to figure out how to use other programs of this type, and this one I just couldn't get it right.

Pros

dotloop does allow for file sharing, but I found it to be just a little confusing. I just never really got the hang of it. I like other programs much better.

Cons

To me, dotloop was way too confusing. I don't like this software since I found it not to be very user friendly. I know that other people I have worked with like this software, but I could never quite fully figure it out. Not in my top 10.....