dotloop Reviews

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...

Read more

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

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.

I had been using another product to send to my Clients for signatures, and then we were told we were going to Dotloop. I thought wow this is easier to use and understand how to do the things I need! I have been using Dotloop for over 8 years and really like it.

That it will erase signatures if I made a grammatical mistake and want to go back in and change it. But I understand why, it is for protecting the Signatures .

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.

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.....

Hi Gina, thanks for taking the time to share your feedback regarding dotloop. I'm sorry to hear that you did not have the best experience in using our software. I know there's a learning curve whenever people switch to a new product. With that in mind, I'm curious, did you go through any of our on-boarding videos? Thanks, Nick Wright Customer Marketing Manager

It is made to make Real Estate Agents life easier. Easy to use and manage. Visually friendly. I got my brokerage to change because it is seamless and intuitive for our job.

If you have an account you can not merge with other accounts. Once you leave a team, if you paid for your membership you should be able to take it with you.

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

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.

I love how DotLoop captures all my transactions in one easy to use place. The dashboard on Dotloop is the best thing for real estate since email!

The only function I'd I have any issues with is when adding new people to a new transaction. I use the same title company over and over but for what ever reason when I start typing her name it does not pull the rest of her info from my contact list?

i LIKE THIS SOFTWARE BECAUSE EVERY LOOP HAVE THE MOST IMPORTANT INFORMATION FROM THE LISTING AND WE CAN KEEP IT BERY ORGANIZED FROM ME AND THE BROEKERS, WE ALSO CAN KEEP TRACK OF THE COBROKE THAT CALLS AND THE CLIENTS THAT SAW THE PROPERTIES. I LOVE THAT WE CAN PUT THE DOCUMENTS OF THE PROPERTIES AND DIRECTLY FROM OUR PHONES AT THE APP.

THE DETAILS OF THE HOUSE (THE THREE POINTS) ARE NOT VERY ACCESIBLE AND in the phone app you have to click 3 times to access the details. it will be better to have ONLY the information filled at one of the 4 options such as task, the bell, people and documents. I was expecting that every change, new listing, every new information at the loop, the agents will get notified, but I have to go to whatsapp company chat to informed the changes, and then make the changes to dotloop.

This program was very easy to learn. I was previously using DocuSign so it was not difficult to learn the new system. I find it easier and more user friendly than Docusign.

Actually, I don't have any complaints with this system. I had problems setting it up as I had an existing Dotloop under my previous companies but tech support fixed this promptly.

It works fantastically well for realtors.

I would love to see the interface a little more updated.

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...

Read more

We are a team of three agents and one assistant. We work remotely most of the time and our assistant works from home. Dotloop helps us to all stay in the 'loop' with new listings and sales. We are able to work from anywhere with an internet connection. The phone app allows us to work without a computer! We have the ability to set up custom templates with all of the documents we want each agent to use during all listings and sales. It also integrates with our CRM for easy importing of contacts.

The app could use some additional features but the lacking features are definitely not enough of a hindrance to keep us from using it on a daily basis.

Hi Renee -- thanks for leaving us such a wonderful review! It's great to hear how the mobile app is helping your team manage your transactions. And we're thrilled to hear that you're connecting dotloop to your CRM to streamline the transaction management flow. Helping you integrate with other real estate software is a priority here, and your review reaffirms the work we put into our API efforts and partnerships. Thanks again Renee!

We have been using dotloop for a while after going through many different CRM's and dotlloop is the best one so far. It can be used for digital signature, paperwork filing & compliance records, messaging inter office and with clients, and for tasks. It is a product we use on a daily basis and has been an integral part of our operations.

Just like every real estate software it doesnt do everything and that is ok but of course the functions of noot being able to upload picture files is sometimes difficult.

This software is the most user friendly that I have found for real estate transactions. It offers in host signing which I use all the time. It is so easy to review history and see where I am in the middle of negotiations.

The pricing strategy is either free or $300. There are so many agent that do not need unlimited transactions. A lower priced option for a limited number of transactions is needed. I help many newer agents that love this software but can't justify $300 when they may only do 20 transactions per year.

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!

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.

The product offers many valuable features. The sharing of tutorials is great and the DotLoop service team is excellent. It is VERY important to be able to speak to a knowledgeable representative on the "phone."

Signing documents for our older generation who is not computer savvy is definitely a roadblock. I've run into this situation several times. DocuSign has a way around this hurdle. Can DotLoop improve on this feature? Also, having a menu option for Hot Keys such as copying check boxes would be great. I did print off the Tip Sheet, but it would be helpful to have an on-screen option rather than searching on a website.

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...

Read more

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.

I like the ease of use and how the forms autopopulate. I like that when a client signs it automatically comes back to me in the system and I am notified.

It is great system and I would not change anything as it has worked out very well for myself and my clients.

Hi Shelia, thank you so much for taking the time to share why you like using dotloop to get your real estate deals done!

This is the most user friendly signing system I have used. I am always so relieved when I find the agent on the other side of the transaction also has DOT LOOP.

I do not like that I lose all my contacts and contracts if I switch brokerages. You must rely on the previous broker to allow the transfer of "MY" information. There is a work-around. I paid $10.00 to another service which allowed me to transfer all that information BEFORE my previous broker shut me down.

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.

Ease of use and ability to use anywhere.

It tends to be a bit slow at times opening loops and folders.

Hi Sibrena - thanks for taking the time to share your thoughts on dotloop. We're excited to hear that dotloop has helped streamline the listing and sales process for your agents. Best, Nick Wright Customer Marketing Manager

Dotloop makes it easy to track documentation on real estate transactions. You can create and edit templates for fast document prep and even apply old templates to new document versions. It also lets you upload additional forms for a transaction like existing leases, receipts, etc. Search functions are good and the document editing options are decent.

Sometimes when another party in a transaction invites you to interact with docs in Dotloop (and they are also a user), it can create redundancies which are a pain--multiple loops with the same or similar names, and each loop has different versions of the same documents.