dotloop Reviews

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.

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. :(

Electronic Signatures were made better with Dot Loop.

Nothing, we like it better than our previous program.

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.

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

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.

It works fantastically well for realtors.

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

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?

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.

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.

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.

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

The Dotloop software is easy to use and very intuitive which makes it very fast to learn and be proficient as using. Using Dotloop saves a tremendous amount of time and energy when writing or delivering contracts and the best part of it is that you can draft, sign and deliver contracts from the comfort of you own home or office. After using Dotloop, I can't imaging going back to the way things used to be.... Meeting clients to get signatures, taking contract to other Realtor, meeting other realtor after their clients sign contract and then delivering to my office... I'm already tired just typing the way it used to be. Thanks Dotloop for transforming the way contracts are done and saving Realtors many hours of time that we can spend with our family or time that can be put toward finding the next deal.

The only thing that I would change about the software is that once you start a contract or form it cannot be deleted... It can be archived, but not deleted. It would be nice to be able to delete forms that were mistakenly added to the loop or started but not signed.

Easy to use, upload docs, guides signers through documents. Easy to track progress and see if/when recipients have opened the documents

I wish it allowed me to set signing order. I.e. when I want to have buyers sign, then sellers agent receive, etc by setting that all up from the start. Right now, I have to resend to other agents after buyers sign. Same thing with leases, I want tenants to sign then once I'm done with verifications on my end, I can open and sign.

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.

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.

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