dotloop Reviews

Pros
I work as a transaction coordinator for a real estate agent, and Dotloop has revolutionized the way we do business. The best feature of this software is the ability to digitally sign paperwork, which saves us so much time and money. Many times, we go back and forth negotiating a contract, and we need initials and signatures each time we make a change. Rather than having to physically meet up with clients, we are able to acquire signatures quickly and easily via email.

Cons
Sharing a loop can be confusing. I rarely share my loops with other agents for fear of them having access to and changing things they shouldn't and vice versa.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Able to share documents with clients and others for viewing and signing Able to upload custom documents to be made into interactive forms Nothing is ever deleted Able to have a master account for the company with all users under it

Cons
Admin side gets frustrating on documents that are submitted for review, it sends everything in a loop instead of just the documents checked sometimes (Very time consuming from and admins perspective) No real training except videos for new users Communication with Tech Support on uploading new interactive documents is touchy Need an separate email for everyone on the loop Easy to get multiple accounts from others sharing documents to you (constantly calling to have accounts removed and cleaned up from individuals)

Rating breakdown

Likelihood to recommend: 8/10

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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Dotloop has changed the face of doing business. Transactions are faster, easier and more manageable, needless to say 100% trackable. This technology affects every level of a business; admins, Realtors, Brokers, Transaction Coordinators. Have documents readily available and branded, even on your mobile device makes doing business in the Real Estate world easy to balance with all of the other things that we all have in our lives. Dotloop programmers listen and make changes and updates as quickly as humanly possible.

Cons
If it not used properly, by all parties, it is frustrating and not AS effective as it should be.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I love the way I can autofill documents, create templates that I can use for each transaction, communicate with multiple clients and allies within the same transaction, custom title each loop, etc. Dotloop is very savvy and picks up most data from the Agreement of Sale (close date, price, etc) and automatically fills that information in! I also appreciate that signatures and initials are automatically dated with a time stamp.

Cons
The only “issue” I’ve had is that at times, when entering a client into a transaction, Dotloop pulls from a larger database (not just my clients) and has autofilled the incorrect information by pulling info from a different client. This has only happened a time or two, but I am always cautious as a result.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Dotloop makes my life much easier as a real estate person. Easy to use and customer service folks are always available to help and they are very friendly and helpful.

Cons
All went well. The only thing I am concern in future is that I use dotloop for my personal organization and documents. That is something they advertised to me before I use dotloop. If I need to switch company in future we have to have broker's permission to be able to use and keep our folders. I wish we still be able to keep our folders no matter what. especially the personal ones.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I like that everything is organized by loops and that you can auto populate information just by filling out a form and it fills out the information for you so you don't need to go in and do it yourself. I like the convenience of having it done for you and notifying you when something has been signed. I also like that you can upload templates so that you can fill out the information in DotLoop rather than in a PDF.

Cons
I don't like that when you are an admin for your company that everyone else that is an admin receives the signed document and I don't like that you can't opt out of certain agents signed documents when they are completed. I wish there was also an easier way to transfer your loops with all of your paperwork to one account to another.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I love the ability for the agents and the staff to be looking in the same place for the same information.

Cons
dotloop is still new enough that they haven't been able to think through every nook and cranny of the real estate business. However, they are doing a phenomenal job of being at the leading edge...and I look forward to what they'll grow into.

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Very easy to use and the customer success managers do a great job with the onboarding training.

Cons
You are unable to suspend a user, you can only remove them. As the admin I should have the ability to set the company default information for all users so that they do not have to manually do it themselves. Also merging loops is difficult because I always get an error message.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Dotloop is very intuitive to the real estate world. It understands that any change to a contract creates a new contract legally speaking so it simply creates a new "LIVE" version over the last one (and you can always view previous revisions). This is one among many features that I suggested to it back in the early days of 2015.

Cons
My office was a guinea pig with this product in its days of infancy. I set up the entire office and offered so many suggestions to the DotLoop team (that they implemented) I almost feel as though I should have been given some kind of "product development/tester" compensation. They have continued to make it even more than what it was but a lot of its foundational features (long before Zillow bought it) came from my recommendations.

Rating breakdown

Likelihood to recommend: 8/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I love that it is user friendly, as a seasoned Realtor, I was easily adapted to the process available. I love the ability to add other users in the transaction so that I can share with others. Also enjoy the ease with which my customers can figure this out!

Cons
Wish It reported directly to my Brokerage, this may be something that I just do not know how to use. However!

Rating breakdown

Likelihood to recommend: 9/10

Pros
Very easy to use. Extremely easy to perform tasks needed in real estate transactions. Excellent for sharing documents and retrieving signatures from clients.

Cons
Setting filters can sometimes be confusing if a person using dotloop is not properly trained to use this software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I really like how easy it is to share everything with clients and anyone involved in a transaction. It is an easy way to keep each listing organzied and all the documents together. It is easy to fill out forms and share with everyone who may need to see the documents. Very easy to collaborate and get things done!

Cons
There are some things such as adding in initial spots that I have had some trouble figuring out. I have not had a chance to reach out to customer support on this.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It is easy to learn, for both the myself and my client. Saves time and keeps things where they need to be. My business has TONS of paperwork. Not with dotloop, Things are easy to find, I can tell who has looked at what and make changes or allow others to change whatever needs changed. I love it when something so complicated is made so easy. I wouldn't change a thing !

Cons
There isn't really anywhere or anything that dotloop hasn't thought about and made it work the way it should. I have never wanted to change it, which means the people that created and maintain it are in the field, they answer questions and make adjustments as needed. Priceless in today's " I want it now and I want it to just work " world.

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 9/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I really liked this product and all the features it has to offer. We switched to Docusign and I can see pros and cons for both.

Cons
The signing process was cumbersome and not as stable as Docisign. It confused our clients when they were unable to open and sign the doca.

Rating breakdown

Likelihood to recommend: 7/10

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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
What I like the most about Dot Loop is the ease of use. I can add a signature to a document, send it to a client via email, they can e-sign and send it right back. It cuts down time between transaction delays due to documents needing to be signed

Cons
There is no was to archive a document out of your loop unless you have admin access so some folders you have unnecessary documents that you dont need. I would also like to be able to sort my loops and if I archive a loop that it goes away and doesnt show up in active loops

Rating breakdown

Likelihood to recommend: 10/10