dotloop Reviews

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

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.

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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Easy to use. Site is clean and organized. Customer service is helpful 90% of the time. That's basically all the nice things I have to say.

Site could be so much better with some major attention to detail. Little things are so tedious and frustrating that it becomes a pain you have to live with. When submitted documents to review, even if you only select one, all documents you have edited will be submitted, regardless if you are actually finished editing the document or not. When you select a folder to submit to review, it still asks you which folder you want to submit to review if there are more than one folder. Submit to review button needs to be much bigger so agents don't think they have to share the folder with staff (this creates a whole new loop which confuses agents). I could go on and on, but this is the only document storage site our company permits us to use, so we have to make the best of it.

Dotloop has a great system, we used it mostly in our real estate transactions for digital signature, transaction management and general real estate use.

The worst part of dotloop is they have been bought by Zillow and now shares the data with them. As an agent, we put lots of personal data into this system during a transaction. We have never had a client that is ok with us sharing this data to other companies, much less a competitor in our industry.

The ease of use. The flexibility. Once you learn the software it is super easy and very flexible as you can add documentation via PDF or scanning. It is also very easy to add other users. I highly recommend this software!!!

The learning curve is about 1 to 2 months. We do have a specialist on site. I called her the Dotloop queen, and she makes it super easy because the pages are shareable!

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. :(

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've used other signing and storing and sharing tools. There is no comparison. Learning new tools is normally challenging for me, but not this one-- in 1-2 transactions I was flying. With each loop I built I found new features on my own and everything I would wish it could do, I would find out, guess what? It does it. Real Estate is intense these days- this tool has been the best thing that has happened for my business in 2021.

There are no cons. If I wanted to be super fussy, the "upload photo" works well, but the homes are usually not identifiable due to the extreme landscape view, a tad less wide and a tad taller would help.

Dot Loop is an easy to use software for project management and for electronic signatures. Griendly, prompt and courteous customer support is always available to assist in any way. It has really simplified routine tasks that would ordinarily take a long time. Besides, having documents available by simply visiting the desired loop is a great convenience.

Mostly centered around the real estate industry

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

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 .

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.

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!

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.

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.

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.

Being able to organize all of our Real Estate Transactions and their documents, from start to finish, in one file, makes home buying transactions easy to track all aspects of the transaction. It is also easy to share any documents to others, and track the history of each document. One can also create tasks for themselves or others so that there is accountability and follow up.

The only Con to this software is that, on contracts, where there is a change needed, due to an error or such, you have to download the documents that needs to be corrected to your computer, then download it again to Dotloop, to make any corrections. If you do not do these steps, all signatures are cleared and the entire process has to be done over.

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.

Pretty easy to be able to email to the loop. Once learned and sharing loops with other users in the dotloop family. Keeping everything in one place!

Original documents once signed are the originals. It doesnt keep the copy for you, so when you have a slight change, it erases signatures and then you amke the change and email back out. Would be nice to keep that and still be able to work on your drafts

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.

Easy to upload documents and edit them to fill in or customize signatures, dates, initials, text boxes, check marks. Easy to share documents as well.

Must use one email per person for signature. Other software allow multiple users to sign per email address.

I like the dashboard of Dotloop. Each listing has a tile where it gives you a brief overview of the deal you are working on. It helps when managing a transaction. I like that you can upload multiple documents are at time and that you can store templates in the loops. I also like you can save multiple documents as and create a single PDF of all of them.

There isn't much I dislike about Dotloop execpt for the fact that you cannot mass export all of the data in your loops at a time. You have to pay for a service such as Dropbox do to this for you. The only work around is manually exporting everything one by one.

Hi Michele, thanks for taking the time to share your feedback about dotloop. Glad to hear you like the layout and functionality of the dashboard and tiles. We also appreciate your comments regarding not being able to mass export all of your data -- we'll make sure to take that feedback into consideration. Thanks again!

I have used this software for several years. I like that I can create folders for purchases and listings that have all the documents I'll need for that transaction. It saves a lot of time. Other programs make me pay separate to have electronic signing. I have that all in one with Dotloop. Some real estate boards offer it free or price reduced for members.

One thing I would change is access to other county documents. We work across county lines but usually only belong to one real estate board. If your brokerage belongs to multiple boards you are supposed to be able to access those forms but its not clear.

Platform is very user-friendly for both myself and my clients, I have not had 1 client have a hard time logging in or signing

Nothing! I wouldn’t request any changes in the software it really works well for my business

Easy to use and keeps docs backed up even with archived.

I can't think of any. There may have been a few years back. I don't necessarily care for the sharing of other businesses.