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

56 Reviews of dotloop

 

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Software Advice Reviews (8)
More Reviews (48)

Showing 1-8 of 8

Ana from EPIC Consultant
Specialty: Real Estate
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Great to manage documents

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

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 48

Shannon from Great Lakes Kids Apparel LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Excellent Electronic signing platform

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 use this in the real estate field for our contract signings. This service is invaluable. It saves so much time in the field capturing signatures.

Cons

Wish there was a feature to allow you to save customers contact information for a customer who makes multiple transactions.

Review Source: Capterra
 


December 2018

December 2018

State of the Art Real Estate Transaction Manager

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Dotloop is fairly user friendly and easy to navigate. Since their recent update, it took some relearning where things were on the main menu page, but it provides a nice overview of each sale. Being about to create your own templates and edit already existing templates is a really nice feature. I like that our clients have their own portal on their end and can access shared documents whenever they need to.

Cons

I've been using this program for over four years now and I haven't run into too many things that are worth complaining about. As far as a real estate transaction management program, it has a really nice interface and is easy to use, even for senior realtors who are used to doing things with less technology involved.

Review Source: Capterra
 

Debbie from Superior Admin Services
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Dotloop Rocks!!

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

Extremely user friendly and convenient. Amazing time saver

Cons

There is very little that I dislike about this software

Review Source: Capterra
 

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

December 2018

December 2018

Dotloop

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’s very easy to use and the design is pleasing.

Cons

The inbox should be more easily accessible

Review Source: Capterra
 


December 2018

December 2018

Easy to use

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Dotloop is pretty easy to figure out. Complete and share documents securely. Pricing is reasonable for the product you receive. Customer Service is easy to get ahold of for any issues you may have.

Cons

Sometimes you do not get notification or sharing within the team is not easy.

Review Source: Capterra
 


November 2018

November 2018

Pricier than BoomTown, but Worth It

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I found it to be more user-friendly than BoomTown, which is what we had been using.

Cons

The cost was higher, but the leads were better.

Review Source: Capterra
 

Ashley from Real Estate
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Dot Loop Review

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

Bottom Line, its easy and SO organized. Can be as detailed or as vague as you want it to be!

Pros

That it is literately all there. They are able to be titled as I want, they are able to have the folders all with in, and its the EASIEST system. You can't go wrong.

Cons

The only thing I find hard, is with a team some of the messages that are sent out the other team mates can't see and since I created a check list I am the only one who can add it to a loop even if I don't create the loop the other team mates can't add that check list. I have to wait for my invitation in order to go in and add that list when we all use it.

Review Source: Capterra
 

George from Simma inc
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great for real estate

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

Click to sign is a great feature if you don’t have the ability to sign

Cons

Sometimes with multiple signatures they get skipped over and have to double back and search

Review Source: Capterra
 

Shane from Coldwell Banker Real Estate
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

All Day, Every Day

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

Dotloop is a piece of software that has been pivotal to the existence of my business for over 4 years now. It is an incredibly easy to use platform with great integrations and flexibility. I have been forced to use other services (like AppFiles) by clients who didn't have Dotloop and the difference is night and day. If you are in need of a document sharing system for Real Estate, hands down the best option available is Dotloop.

Cons

While I love most everything about this platform, I do wish there were most customization options for "white label" styling, allowing the end recipient to have a more clean "in house" feel. If they could include some ability to customize the front end and the notification emails, that would be awesome.

Review Source: Capterra
 


November 2018

November 2018

dotloo[

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Just being able to send and receive signature files with ease

Cons

learning the process of using it. took me a while to get used to it

Review Source: Capterra
 

Sherri from Sheryl Nelson, Realtor LLC
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Dotloop Love

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 has saved me so much time. Uploading is quick, moving files between folders is quick and efficient, signing process, instantaneous notifications when something has been signed or shared, everything this software does makes my job easier!

Pros

All my files in one place, helps me meet compliance requirements with the state

Cons

At first, hard to tell how it all works. I had a class but really until you start using it, you don't know it. Doesn't take long though to understand how the capability of this software is going to save you tons of time and effort! I would like to be able to share a document from one loop to another without having to download it. If that can be done I haven't figured it out.

Review Source: Capterra
 

Kathy from Overtime Realty, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Can't Rise When Stooping

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

I got on board with this product when it first came to my large metro area. I used it substantially for a while, until it was acquired by Zillow, a company that directly competes with agents, takes agent data and then sells it back to agents, and other things I find unsavory. I still interact with it regularly due to other agents who use it, but I strongly dislike it, both for its usability and for moral reasons.

Pros

Dotloop is widely used by real estate agents, so they all are familiar with the same software.

Cons

1. That it's owned by a company that is my competitor, not my ally, and that has access to all my real estate activity when I use it.
2. That it doesn't allow notes or edits to forms on the fly without being a paid member.
3. That it doesn't automatically append .pdf copies of forms when documents are shared.
4. It is tedious and repetitive to create "loops" of data, adding users, and so on. I strongly prefer Backagent for this type of document tracking.

Review Source: Capterra
 


October 2018

October 2018

Easy to use!

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

My overall experience with dotloop has been great and I will continue to use dotloop as needed.

Pros

I love that I am able to manage my 100 real estate agents through Dotloop and easily have signatures timestamped and messages through dotloop. Dotloop also is updating all the time to make it a better experience

Cons

The least thing I like about dotloop is not being able to "make a copy" to other admin profiles. This makes things more frustrating!!

Review Source: Capterra
 

Mildred M. from Keller Williams Realty Gold Coast
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

Using DotLoop for Secure Transactions

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Very satisfied with DotLoop. It provides the functions for templates and the secure way to have documents signed, makes it a winner.

Pros

We use DotLoop as part of the Keller Williams Realty Gold Coast transaction management systems for listing and selling real estate. It offers the extensive use of business developed templates and secure signatures. Also has ability to send documents multiple ways, which is handy for different skill sets of clients.

Cons

Making sure that the right permissions are assigned to the correct set of users. You just have to be careful on the setup.

Review Source: Capterra
 

Mariam from Al Fatih Academy
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Dotloop

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

The software was easy to use and navigate. I was sent documents when purchasing real estate and I was quickly able to review and sign the documents and send back to my agent in minutes.

Cons

When opening the documents it was a bit difficult going back to areas that were not previously signed. It was also not mobile friendly.

Review Source: Capterra
 


September 2018

September 2018

Love dotloop!

Ease-of-use

Functionality

Product Quality

Value for Money

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

Review Source: Capterra
 

Kelly from Keller Williams Realty, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Essential in real estate

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

This is essential for my real estate practice. I start a loop in the beginning of a real estate transaction and when it’s completed I submit to my office for approval.

Cons

There is So much that I do not know about dotloop. It needs better tuturioals.

Review Source: Capterra
 

Arielle from RE/MAX Generations
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great Program for Paperless Companies!

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 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.

Review Source: Capterra
 


September 2018

September 2018

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

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

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.

Review Source: Capterra
 


September 2018

September 2018

Great idea but buggy

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

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.

Review Source: Capterra