dotloop Features

Much easier to use than zipforms and docusign for the agent.

Signing for the buyer or seller not near as easy as docusign. There you just press start and it takes you to the next place to sign. Then you click finish. All done. With dotloop the signer must scroll and search for the proper places to sign or fill out. So this is more prone to unfilled documents than with docusign. Also, dotloop doesn't offer the simple date function that fills out the date...

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I don't have to copy pages of documents for a physical file.

Can only enter one item per category. But in Real Estate we may have 5 or 6 amendments, 3 contingency removals, etc. In this system, you enter Contingency #1. Then when you have Contingency #2, you must join 1 and 2 together in your computer and then load this new scan which eliminates the earlier submission. How stupid? Why not allow more than one item to be submitted in any category?

Hi Kathryn, thanks for taking the time to share your feedback. We're sorry to hear that you've had a bad experience using dotloop. You can upload as many of any document as needed. When uploading documents, you are not required to add them to an existing placeholder setup by your broker. You can upload the documents directly into the Loop and keep them separate from the other copies. For example, you may upload Contingency #1 and add it to the placeholder. When you need to add Contingency #2, add it to the Loop and do not replace Contingency #1. This way, you can have both contingencies visible in the Loop. Kathryn -- hopefully the above info is helpful. Please call into support if you encounter more issues.

This is the best document storage. So easy to use and makes storing and finding previous documents a simple click.

None. Everything works great even the phone app

The software is easy to use with end users able to use the system within a very short period. The learning/educational resource is extensive and the support is available whenever I need them. The Dot Loop support team are very knowledgeable, and guide me through all my questions and needs. This system can be accessed from anywhere including through a phone app 24/7. Additionally records are secure and meet compliance regulations for record management. Ability to customize forms, make templates of frequently used documents, pull reports and more make this a smart choice for businesses.

Cost is a little high as compared to other electronic systems. Also adding additional users is possible but I wish the pricing were a bit lower if we are already and established user.

This makes e signing documents so easy! It prompts the client where to sign, you can include explanations, and it allows you to track if they have viewed documents or worked on them.

I will say sometimes, for tech adverse clients they struggle to fill out fields or how to complete/save a form. They will fill everything out and not click “done signing” and the document will not auto save.

It works very well for document management and transaction management. Universal support with large brokerages

Zillow related The signing experience is good but not as good as DocuSign Some features are hidden and not easy to discover

Hi Eric, thanks for taking the time to share your feedback on dotloop. Best, Nick Wright Customer Marketing Manager

We have customized this product to work for us in every area of our daily tasks as a Team. Dotloop helped load customized Templates that optimize the availability of all forms that may be required in any instance while at a desk or on the run. Our Team os growing and the ease of use for all from Admin to Accounting to the Salespeople and Owner is bar none the finest system available. We have tried other programs and all pale in comparison to this one. This is much more than an e-signature system. It is auto e-storage and has accountability for all signatures and contracts that pass through its system.

There really is nothing that we do not care for!

Easy to use and setup and I can turn any PDF into an electronic document. Every signature and initials are date and time stamped. Easy for clients to understand and use on their computer, tablet or Smartphones. The ability to Email contracts and docs directly to a loop is awesome and saves our agents a lot of time.

As an administrator I would like to have the ability to move agents from one office location to another. We've also had issues where the sellers agent and the buyers agent both make their own loop for one transaction. Things then tend to get confusing for the agents and clients.

Simple to use, highly customizable, very flexible yet consistent.

The mobile app leaves a little to be desired--I get that maybe it can't be as robust as the desktop platform, but it is a little bit difficult to navigate, especially when trying to download/export a document to a device to be distributed via an email account. Sometimes it can be challenging to locate older, but still active, files.

The system is very easy to navigate and use when preparing documents and sharing them to clients for e-signatures as well as cooperating brokers.

We experienced this very infrequently, but there were times when the system would glitch and lock the client out from signing a document. I think it was due to the document originator still being logged in or open on that document.

Dotloop is great for staying organized. The templates section can be broken into folders, which makes for easy real estate transactions! For example, if we have an Estate sale, we simply add to a loop all items from our “estate sale” template folder. When I save in the template folders, I fill out each item with necessary fields (i.e. date, text box, signature prompt, etc) so that it is ready to be used when added to a loop. Our clients also find Dotloop user-friendly and are able to complete their paperwork using Dotloop as well!

The only “issue” I can recall is that when entering contact information for people into Dotloop, it will attempt to fill in the fields for you. This is great, except if it fills the fields in inaccurately. For example, if a husband and wife share an email address and you are trying to add the wife but the husband already had been entered into Dotloop before, it fills the husband’s information in. This is easy to fix, but just know that it can happen.

My FAVORITE feature of this software is that it is paperless. You cannot get better then not having to fumble around with a sometimey printer. I can complete, or upload any document that I may need to work with from anywhere in the world. And my clients and I have access to these documents for life. They also appreciate that they can easily sign as well from their phones/ipads/tablets, etc. It really does make the Real Estate experience 100 times more pleasurable.

The one con to me about this software is that it does not intuitively see the blanks on the documents that you upload. Which means you have to add each respective text block, date block, signature, intials, each time which can be time consuming.

Dotloop hold all documents needed to have the perfect transaction with your Client and your team. You are able to colllaborate with documents where everyone can receive notification of signatures. As well once the deal is over you can move into a closed loop where you can always access your previous deals.

I do not like that if you share a document in the loop with another agent that is not on your team they have access to see your clients information and some documents they are privy to if snooping.

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.; Co-Op docs; AUTOFILL;

A feature that I would like to see added is within each loop you have a calendar tab that you can select. Once selected you see 3 full calendar months- the entire current months calendar, previous month and following month. You can toggle back to previous months or ahead to future months. The calendar shows all the key dates related to that loop both past and present. It pulls all the key dates from...

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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.

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.

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...

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

Dotloop is extremely simple to get started with, and simplifies our real estate business daily. Our entire team is able to collaborate, no matter where we're calling our "office" that day, and we can securely store, manage, share, and sign documents. Our clients have also commented on how easy the software is to use, and they love being able to sign their documents digitally rather than meeting us at the office every time there are documents to be signed.

The only hiccup we've run into with this software is when our office introduces new documents they want us to begin using. Sometimes it's an extra step to add the new docs to our form library and prepare them for filling/signing, but the good news is this only has to be done once, and then they remain available for future use.

DotLoop has it all! You can do everything you need to in one system and it is so convenient! Signature platform, transaction management - it is great!

Sometimes the signature fields and templates can be a little clunky, but with practice you get the hang of it and it is not a large inconvenience.

I am not very tech savy, and frankly just scared of technology. Dotloop is super easy to use on my laptop and also my phone. I like the fact that all parties get the information at the same time and can sign whenever, it does not have to go in order like some. I also really like the ability to see where things are at with the activity button. Customer service has been amazing. I have never had that over long wait. The reps have always been English speaking and well educated, easy to talk to and understand, and they understand me.

I wish I could get the same benefit from the software as a single user, that teams get. I would like to have folders for buyers and sellers that house the same 4 documents that are needed on each. I would also like ability to put old loops into folders.

Dotloop is easy to use and has features that Realtors cannot live without. From drafting forms with ease to collecting electronic signatures to compliance, Dotloop has it all. Dotloop integrates easily with many other Realtor software programs and tools. And, Dotloop is a much better value when compared with competitors.

Areas for improvement - the ability to search for a loop by Contact name, the ability to do reporting, the ability for two or more signers to use the same email address for e-signatures. Often times couples or family members share an email account. Asking a buyer or seller to create another email account for the purposes of signing often results in a long explanation and frustration on the part of the customer.

Dotloop has made this realtors life a little easier in being able to access all the templates I need for my mls system. Every form I could need is readily available and for the most part, my clients have found it easy to navigate.

Titles on templates - I would like it if the title popped out as I scrolled over them. Sometimes the only way I can find a specific addendum that I don't regularly use is by adding it to my file so I can see the full name of the document (and then archiving the unused documents afterwards). Also, on some documents the signing portion is automatically filled in and I don't want it to be (the Radon response is automatically set up so the client can sign every line, this has caused problems if I miss removing one - I don't know if this is something that's been set up by my mls or dotloop has done automatically though).

Hi Martine, thanks for taking the time to share your detailed feedback on dotloop, especially the area where you'd like to see improvement around titles on templates and the signing portion. I'll relay your feedback to our product team. Thanks again! Nick Wright Customer Marketing Manager

My clients find this very easy to use from their mobile devices.

I started with the trial version. But I wasted some loops on practice and when I went back to erase them and use them for real loops, it made me purchase a full version even though I only had 1 or 2 official loop that had been sent to clients for signing. I wish I could copy and paste text boxes as they are often redundant. I also wish the text boxes weren't so finicky - if you need to edit the text...

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I love almost everything about it - there are quite a few features that would be nice to add, but overall it's my favorite

The thing I like least is that Zillow owns it now. Everyone in my company is leaving DotLoop because of the conflict of interest and the way Zillow has stabbed us in the back as agents. 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. :(

Dotloop is extremely easy to use! There are templates that you select from and the system will automatically fill those documents in for you using the basic info you inputted (you input the info once and the system takes it from there). It allows you to track the documents, let’s you see when a client has viewed the document and even notifies you once they’ve signed. You can download, print and share those documents with other agents, title companies and clients. Great value for the busy real estate professional!

Because Keller Williams has moved to a different product, the KW forms are not updated in Dotloop so I have to be mindful to use the most current document which I store separately on my hard drive.