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...

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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 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 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

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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It’s easy to make changes and my documents as an agent are already on template.

I didn’t like when I left my agency I couldn’t get access to my documents on my new account. But I just had to ask the previous company for access and they granted me limited access so I can download docs.

sharing documents with the necessary people

I would like to be able to make a spreadsheet of the houses I have under contract for an investor without leaving the platform. i.e. Address, Price, Earnest Money, etc. I know it is the little boxes but this client would like a spreadsheet to remind him of what he is working on and the close date all on one sheet.

Dotloop is one of the most intuitive programs out there for real estate transaction and document management and digital signing. It's easy for both me and my clients to create and sign documents on the go, which is an absolute MUST in this hot market!

It would be great if Dotloop could incorporate the business side of the real estate industry into the program, as well, such as adding a function to track agents' income, commissions, etc., and the ability feed information into other external programs.

Easy to use and add, request signatures, and collaborate.

Sometimes when a mistake is made can't correct in software.

Real Estate has so many different contracts based on county and city. They change randomly and DotLoop makes sure they are all up to date and I don't have to worry that I'm using anything outdated or incorrect. It makes my job easier and neater and within the law. This is key to working in real estate.

I haven't found anything that I don't like yet.

As a person who isnt very tech savvy, it was quite simple to navigate through and pick up how to use this software.

I’m not using it enough to post negative comments

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.

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.

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.

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.

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.

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!

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.

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...

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