dotloop vs Dealpath

Docusign

DigiSigner

Contactually

Spreadsheet Server

Certent Equity Management

Longview Tax

Compare dotloop and Dealpath based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2025.

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

DigiSigner is a cloud-based digital signature solution designed to streamline the document signing process for businesses of all sizes. With its user-friendly interface, DigiSigner empowers users to sign documents online quickly and securely. The platform is fully compliant with major eSignature laws, including ESIGN, UETA, and European eIDAS, ensuring all signatures are legally binding and recognized in court.

Contactually is an easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, it gives you everything you need to organize, follow-up, and engage with everyone who matters to your business.

dotloop provides a cloud-based platform that consolidates form creation, digital signing, and real estate systems, enabling users to streamline operations through real-time transaction visibility. Targeted towards managing brokers and team leaders, dotloop equips them with essential tools to optimize their agents' performance and overall business operations. Key features of dotloop include real-time visibility facilitated by reporting tools like dotloop charts and report builder.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Agent Management

Agent Recruiting

Alerts/Notifications

Approval Process Control

Archiving & Retention

Audit Trail

Authentication

Collaboration Tools

Commission Calculations

Commission Management

Communication Management

Compliance Management

Contact Management

Contract/License Management

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Data Security

Data Synchronization

Deal Management

Document Management

Document Storage

Drag & Drop

Electronic Signature

File Sharing

For Brokers

For Real Estate Agencies

Forms Management

Listing Management

Mobile Access

Mobile App

Mobile Signature Capture

Multi-Party Signing

Performance Metrics

Pipeline Management

Property Management

Real-Time Notifications

Reminders

Reporting & Statistics

Reporting/Analytics

Reporting/Project Tracking

Search/Filter

Secure Data Storage

Single Sign On

SSL Security

Status Tracking

Task Management

Team Collaboration

Template Management

Third-Party Integrations

Transaction History

Transaction Management

Version Control

Workflow Management

dotloop

Android

Web-based

iPad

iPhone

Residential Sales Agent

Enjoy using, good for document keeping, and e-signatures. With small improvements it would be amazing.

Realtor

Really like the ease of the is software. I really like how easy it's to send documents to my clients and the ease of sharing.

I am lucky to have a support staff person in our office who helped me get started when I had a few questions. However, it was very simple to transition to this and I love it.

Real Estate Salesperson

If you make a mistake on a form and send it out, fixing the mistake erases all signatures and you have to resend. Understandable why this occurs but can become frustrating.

The versatility, I can use it from my laptop, tablet or phone and its user friendly and its great when you need to integrate everyone in the deal. Love and recommend it to all.

REALTOR®️

Most liked features include: Ease of use for user and their clients; secure; ability to add new interactive forms; export client contact information; integration with Zillow, Gmail, etc.

I have found dotloop pretty easy to use. I appreciate having templates at my fingertips and that I can create folders within each file to keep documents sets separated and me, better organized.

Real Estate Agent

The ability to share documents with buyers, sellers and other agents is second to none. I trust the software and enjoy using it.

agent

Dotloop is full garbage help, and dead ends when trying to cancel. You can only cancel if you make an appointment.

Make my life so much easier, organized and I love how I can go back to even closed transactions and pull up an archived file if needed. I love how it tracks my production and transaction history.

Concerned that our customer's data is no longer private and they are discouraging our clients from using us as professionals. For that reason, I don't know how long I will stay with it.

I like the ease of use and that you can link other users in other companies to your loop.

Pre / Post Closing

Easy to maneuver, teach, and use for all our companies real estate document processing needs. The security of an electronically signed signature is very important; DotLoop keeps everyone honest.

Office manager

I wanted to try Dotloop and boy am I glad I did. The ease of use, customer support and keeping my documents at fingers length at all times, I couldn't ask for more.

The ease of getting ask the docs to the appropriate places with signatures acquired without leaving the house.

Broker

Some what confusing for a software layman in first attempt.

I can send any type of document out for signature to anyone, anywhere, anytime. Has saved me valuable time and money.

In real estate, time is money and continuing to use Dotloop was definitely worth it to me.

dotloop screenshot: Manage your transactions with the dotloop app

dotloop screenshot: Easy document editing and sharing

dotloop screenshot: Share documents with clients via text

dotloop screenshot: Secure eSignatures

dotloop screenshot: Manage your tasks from your phone

dotloop screenshot: Organize your transactions however you need to

Freelancers

Large Enterprises

Mid Size Business

Small Business

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

Spreadsheet Server is a financial and operational reporting solution that connects with over 130 ERP / Accounting systems to feed live data into Microsoft Excel spreadsheets.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Ad hoc Reporting

Business Process Automation

Calendar Management

Cash Flow Analysis

Commenting/Notes

Compliance Tracking

Critical Date Alerts

Customizable Dashboard

Data Visualization

Email Alerts

For Commercial Real Estate

For Investors & Traders

For Real Estate

Interaction Tracking

Monitoring

Portfolio Management

Progress Tracking

Project Workflow

Property Database

Real-Time Data

Real-Time Reporting

Role-Based Permissions

Rules-Based Workflow

Strategic Planning

Visual Analytics

Workflow Configuration

Dealpath

Acquisitions Associate

The software has great functionality and is very easy to use. I love how searchable it is.

Business Engineer

Data integrations with ESRI are pretty awesome. Administration is easy and fairly straight forward.

Development Associate

It's a must-have tool that has not only saved us time and money but has also enhanced our overall productivity and success in the competitive world of real estate investment.

Customer service is excellent. The functionality of Dealpath can be improved in a number of areas.

Transaction Manager

Lack of customization in reporting exports, though I understand why this is not a feature.

Senior Associate

Difficult to delete multiple files from a single task all at once.

Acquisitions Analyst

It's helpful that the assignments section organizes my due assignments but can be annoying to have to open a second tab in order to look up other details about the deal.

dotloop vs Dealpath Comparison (2025)

dotloop

Dealpath

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Video & Screenshots

Pricing

User reviews

Key features

Integrations

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