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dotloop

4.7
(593)

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Real estate transaction management software

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(15)

dotloop Features

Features Summary

Functionality

4.6

/5

593

Total features

62

5 categories

dotloop features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Agent Management
Alerts/Notifications
Approval Process Control
Archiving & Retention

Common features of Project Management software

API
Access Controls/Permissions
Activity Dashboard
Agile Methodologies
Alerts/Notifications
Billing & Invoicing
Budget Management
Calendar Management

Price starts from

31

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.6

/5

593

Price starts from

31

Per month

learn more

Total Features

62

Unique features

  • Performance Metrics

  • Secure Data Storage

  • Team Collaboration

  • Customizable Forms

Functionality

4.2

/5

795

Price starts from

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No pricing info

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Total Features

61

Features in Common

37

Unique features

  • Email Templates

  • Split Commissions

  • Financial Reporting

  • General Ledger

Functionality

4.4

/5

448

Price starts from

ic-pricetag

No pricing info

learn more

Total Features

55

Features in Common

24

Unique features

  • Social Media Integration

  • Email Tracking

  • Lead Qualification

  • For Real Estate

Common dotloop comparisons

Reviewers who mentioned features said:

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Julie D.

Verified reviewer

Real Estate, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Document Signing Out There!

Reviewed 3 years ago

I use dotloop to run my real estate transactions. Clients love that I can send things directly to their phones for an instant signature.

Pros

I love dotloop! It is incredibly easy to use and accurate! Can't say enough good things about it.

Cons

My only complaint is they are no longer working with Keller Williams after this month. I'm going to miss having access to it and have even considered paying for it personally.

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Bryan K.

Verified reviewer

Real Estate, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Dotloop is better for the agent than for the person signing.

Reviewed a year ago

Some quirks. Such as if you fill out a contact within the loop, then dotloop will only remember the name and email outside of that loop. If you want that contact to be in your system with all their info, then you need to exit the loop, go to contacts, fill out the date, and press ok once and then when the screen refreshes then press save. If you don't press this twice, you won't save the data. But at least when you do this, then all the data for the contact will save. Why this is so and so convoluted, I have no idea. But it's been like this for almost a decade and I've asked about it.

Pros

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

Cons

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...

KB
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Kathryn B.

Real Estate, 10,001+ employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Very clunky software

Reviewed 3 years ago

This is a computerized solution to a paperwork issue....unfortunately the designers do not understand the Real Estate business which varies throughout the country. California is probably the most document-heavy transaction process in the US. You'd think they'd design a system that would work in CA because then it will work for all of the other states.

Pros

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

Cons

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?

Vendor response

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.

BW
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Brenda W.

Real Estate, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Dotloop saves tons of time?

Reviewed 4 months ago

Saves so much time because each file is stored by whatever name you give it. Every feature I have needed is on this document storage. Even separating mass documents into individual ones!

Pros

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

Cons

None. Everything works great even the phone app

MB
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Maryann B.

Real Estate, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The top choice for electronic record management, transaction management and storage.

Reviewed a year ago

I love dot loop for the ease of use for both the customer and the business owner. It is easy to navigate and is available whenever I need to access it. I especially like that I can access it using my phone.

Pros

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.

Cons

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.

AH
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Ali H.

Real Estate, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Am absolute necessity in my everyday routine

Reviewed 8 months ago

This software is amazing. It allows you to get verified signatures from anyone digitally. It has great organizational options to keep all documents from one client all together. It makes document management and transaction management easy. It even allows you to create templates so your documents will be prepped and saved for every client and will auto fill the information as needed.

Pros

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.

Cons

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.

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Eric W.

Verified reviewer

Real Estate, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good for management

Reviewed 2 years ago

It’s probably my second favorite in terms of the digital signing experience but my favorite for management features

Pros

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

Cons

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

Vendor response

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

AG
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Anne G.

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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OUTSTANDING TEAM FINCTIONS!

Reviewed 3 years ago

Makes daily tasks easy and stores all in one place for all people within our organization including our Stagers and Professional Photographer. We have Templates and task lists for all to be keep up to date on what needs to occur next!

Pros

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.

Cons

There really is nothing that we do not care for!

JS
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Jean S.

Real Estate, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Impressive Software with Everything You Need for E-signatures in one platform

Reviewed 4 years ago

We have become a Paperless office thanks to Dotloop. No more file cabinets taking up 1/2 of the office space. Every file is saved in Dotloop and emails and misc docs are emailed right to the loop.

Pros

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.

Cons

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.

CW
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Candee W.

Real Estate, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Powerful Platform

Reviewed a year ago

I use dotloop as a single source for all of my document and file management and retention needs. The latest and greatest Forms, Contracts, Disclosures from my real estate associations always seem to be present. I love that I can even map interactive fields to my own internal/brokerage specific forms--fields that autofill based on the info used to create a loop. I have even created some forms that will do the math for me.

Pros

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

Cons

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.

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Emily K.

Real Estate, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A Great Tool For Contract to Close

Reviewed 3 years ago

Overall, we were very happy with this system. The only reason we switched to docusign as a company was because Keller Williams did not want to be associated with Zillow, and Zillow bought out dotloop.

Pros

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.

Cons

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.

BM
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Brianna M.

Real Estate, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Dotloop makes us so much more efficient!

Reviewed 3 years ago

Dotloop is a great tool for real estate transactions, and it makes our day-to-day workload much more manageable!!

Pros

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!

Cons

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.

KT
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Karli T.

Real Estate, 10,001+ employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Very Useful

Reviewed 3 years ago

In the age of technology, it seems so prehistoric to have to print out documents, sign them, and scan them. I am thankful for DOTLOOP for allowing my clients to be able to log in and sign documents in real time. This bit of software has allowed me to get offers to other agents quickly and to perform all of my necessary tasks without having to worry about my printer not having ink, or that someone may not have received a document. I love the feature that shows you all outgoing messages, and that reminds me of what tasks I have yet to complete.

Pros

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.

Cons

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.

AL
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Ashley L.

Real Estate, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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DotloopLiterally saves my life during deals !

Reviewed 2 years ago

Dotloop is honestly a must have if you're in the Real Estate Industry. Having access to all board addendums and documents, sharing across the board with all parties, Dotloop is literally an all around go to for transaction organization.

Pros

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.

Cons

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.

JF
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Jessica F.

Real Estate, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Keeping me and my clients in the loop!

Reviewed 2 years ago

Of all the real estate technology, software, tools, apps available and there are thousands I’m sure, Dotloop is by far my most important tool as a real estate agent. When I first started my real estate career I literally had no idea what documents I needed to complete. My brokerage offered dotloop to all its agents. So I added my first loop, selected the option for residential seller, and voila—all...

Pros

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;

Cons

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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Josh C.

Verified reviewer

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Making Transaction Management Manageable

Reviewed 3 years ago

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.

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Heather B.

Verified reviewer

Real Estate, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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An essential for a real estate agents!

Reviewed 3 years ago

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...

Cons

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

KH
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Kerra H.

Real Estate, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A Business Lifesaver, Daily!

Reviewed 2 years ago

We can't say enough good things about our experience with dotloop. To put this in perspective, the brokerage we are with provides a free document management program, but we pay additional to continue using dotloop - we love it that much! It is easy to use, keeps our data safe, and streamlines our daily process.

Pros

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.

Cons

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.

JL
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Julia L.

Real Estate, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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DotLoop is My Go To!

Reviewed a year ago

Overall, it is my preferred platform!

Pros

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!

Cons

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.

SR
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Sharon R.

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Real Estate

Reviewed 3 years ago

Overall experience has been exceptional. The cost/benefit is spot on. Affordable and easy to use. It is truly the only product that I have been able to use with confidence on my phone. Living on the Lake of the Ozarks, we are out on the water all the time. I could not imagine trying to do my job without this product.

Pros

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.

Cons

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.

AR
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Anonymous Reviewer

Verified reviewer

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Dotloop is a Must Have for Realtors Everywhere

Reviewed 10 months ago

Dotloop is an excellent program for real estate transaction management. It enables a Realtor to create a Loop (like a folder) and manage the real estate deal or prospect from beginning to end. It is intuitive, user-friendly and simple to learn. Dotloop has everything a Realtor needs to create documents, get them signed, and ready for compliance review, all in one easy program.

Pros

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.

Cons

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.

ML
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Martine L.

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Use it everday

Reviewed 2 years ago

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.

Pros

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.

Cons

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).

Vendor response

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

SL
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Shaylah L.

Real Estate, 201-500 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Easy for Real Estate Clients to Use

Reviewed 4 years ago
Pros

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

Cons

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...

JS
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Jenifer S.

Real Estate, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Love it but don't like that Zillow owns it :(

Reviewed 2 years ago

It's been great other than the Zillow buyout.

Pros

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

Cons

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. :(

PH
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Peggy H.

Real Estate, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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DotLoop - the user friendly software that everyone can use!

Reviewed 2 years ago

As a busy, independent real estate agent, I need a product that’s easy to use for both me and my clients. When Keller Williams changed to a different product (which they provide to their agents at no charge), I opted to continue to use Dotloop at my own expense. In real estate, time is money and continuing to use Dotloop was definitely worth it to me!

Pros

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!

Cons

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.