Informazioni su dotloop

Dotloop è la principale piattaforma online per l'ottimizzazione della produttività e delle transazioni nel settore immobiliare.

Ulteriori informazioni su dotloop

Aspetti positivi:

It has useful integrations with digital signatures, and more.

Aspetti negativi:

I am still learning, but still trying to figure out how to delete a function. RIght now that is the only thing I am struggling with.

Valutazioni di dotloop

Punteggio medio

Facilità d'uso
4,5
Servizio clienti
4,6
Caratteristiche
4,6
Rapporto qualità-prezzo
4,6

Lo consiglieresti?

9,0/10

dotloop ha una valutazione complessiva di 4,7 stelle su 5, calcolata sulla base di 585 recensioni degli utenti di Capterra.

Hai già usato dotloop?

Condividi la tua esperienza con altri acquirenti.

Filtra le recensioni (585)

Heather
Heather
dotcertified national trainer (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

An essential for a real estate agents!

5,0 3 anni fa

Commenti: Excellent!!

Aspetti positivi:

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 log helps me track activities of lenders and other transaction parties so I can see if they view documents or when someone has signed. Push notifications from the mobile app let me know immediately when someone has signed a document so I can share it to the appropriate party. Messaging with in the app allows me to be able to keep all transaction emails messages and notes in one place. I can add pictures of deposit checks or scan multiple documents from my phone directly into the file.

Aspetti negativi:

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

Josh
Josh
Director of Operations (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Making Transaction Management Manageable

4,0 3 anni fa

Commenti: As mentioned above, Dotloop allowed our small team to transition away from paper-based processing to a fully digital solution. Our team was able to closer over 100 transactions per year with a single adminsitrative transaction coordinator thanks to its templates and task tracking systems.

Aspetti positivi:

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.

Aspetti negativi:

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.

Ray
CEO (Canada)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

An amazing tool and a must have for every office

5,0 2 mesi fa

Aspetti positivi:

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.

Aspetti negativi:

Mostly centered around the real estate industry

Mark
Mark Weber (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Prova gratuita
Fonte della recensione
Fonte: GetApp

Dot Loop is Dot Poop

1,0 mese scorso Nuova

Commenti: Horrible experience.

Aspetti positivi:

Nothing really worked. Horrible customer service and complicated setup.

Aspetti negativi:

The customer service is the worst in the industry. And the product is complete garbage compared to docusign.

Nicole
Realtor (USA)
Proprietà immobiliari, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Dotloop review

5,0 mese scorso Nuova

Commenti: I love it

Aspetti positivi:

Ease of use app, easy to navigate, clients can use it with ease as well

Aspetti negativi:

Finding certain templates by name sometimes is difficult

Brenda
Realtor (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Dotloop saves tons of time?

5,0 2 mesi fa Nuova

Commenti: Saves so much time because each file is stored by whatever name you give it. Every feature I have needed is on this document storage. Even separating mass documents into individual ones!

Aspetti positivi:

This is the best document storage. So easy to use and makes storing and finding previous documents a simple click.

Aspetti negativi:

None. Everything works great even the phone app

Chari
Tenant Relations (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Office Loves Dotloop

5,0 mese scorso Nuova

Commenti: The only reason I did not give the highest marks for dotloop is that I'm still in the learning process. The property management company I work for absolutely loves it! The time it saves by autofilling multiple documents is tremendous. Being able to achive the Leases so they can be accessed later to make any changes or renewals saves a huge amount of paperwork!

Aspetti positivi:

I very much like that Lease documents can be autofilled when the info is input correctly. I'm working for a new company that uses Dotloop and it is much more efficient than what my prior company used. Very impressed that once the info is uploaded, it will autofill the 10 other documents we attach to our leases. Big time savings for me!! With our old system I used to have to fill in the pertinent information on each supporting document.

Aspetti negativi:

Very steep learning curve for me! I still don't have it down! I've only had to imput a couple of Leases so far, and I still haven't quite got the hang of it. I will though!! I'm determined to like it as much as the rest of my new team!

Michelle
Realtor (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Perfect platform!

5,0 2 mesi fa Nuova

Aspetti positivi:

As mentioned before, this platform has a Pinterest like view so it is SO easy to navigate!

Aspetti negativi:

There is nothing I dislike about the product!

Kara
Principal Broker (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Dotloop for Real Estate Transactions

5,0 2 mesi fa

Commenti: Excellent. Could not operate without it these days.

Aspetti positivi:

The product is very easy to use. All my agents are happy with it.

Aspetti negativi:

If husband and wife only have one email they cannot each use it to sign the document

Gene
Realtor (USA)
Proprietà immobiliari, 10.000+ dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Outstanding Real Estate Transaction Management Software

5,0 3 settimane fa Nuova

Commenti: Efficiency, productivity, compliance, repeatable error-free processes.

Aspetti positivi:

Ideally integrated with interactive Georgia Area Realtor (GAR) forms used for any/all real estate transactions. Easy and efficient to use. Templates for various real estate transactions and types of clients provide not just efficiency but significantly reduces errors and possible omissions.

Aspetti negativi:

When completing documents to send to clients, and clients return their signed documents, I then sign...add final receipt of completed documents.....If I make any mistake of information I need to add, i.e., final receipt date....and make a mistake....to correct the minor mistake....the signed documents are wiped out and I have to resend to the clients for their signature again. I'm only talking about minor mistakes.

Bryan
Bryan
Broker Associate (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Dotloop is better for the agent than for the person signing.

5,0 10 mesi fa

Commenti: Some quirks. Such as if you fill out a contact within the loop, then dotloop will only remember the name and email outside of that loop. If you want that contact to be in your system with all their info, then you need to exit the loop, go to contacts, fill out the date, and press ok once and then when the screen refreshes then press save. If you don't press this twice, you won't save the data. But at least when you do this, then all the data for the contact will save. Why this is so and so convoluted, I have no idea. But it's been like this for almost a decade and I've asked about it.

Aspetti positivi:

Much easier to use than zipforms and docusign for the agent.

Aspetti negativi:

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 when it's signed like docusign. You must manually choose a date and if the date is tomorrow when they sign and you filled out today then you have lost time for their termination option because it started when i filled out the date rather than when the customer signed. And because it is hard to get signers to fill out fields, it's almost impossible to get the signer to fill out the date, so it's easier just to guess and fill out the date you think they'll sign.

Maryann
Real Estate Program Manager (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

The top choice for electronic record management, transaction management and storage.

5,0 anno scorso

Commenti: I love dot loop for the ease of use for both the customer and the business owner. It is easy to navigate and is available whenever I need to access it. I especially like that I can access it using my phone.

Aspetti positivi:

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.

Aspetti negativi:

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.

Jessica
REALTOR®️ (USA)
Proprietà immobiliari, Lavoratore autonomo
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Keeping me and my clients in the loop!

5,0 2 anni fa

Commenti: Of all the real estate technology, software, tools, apps available and there are thousands I’m sure, Dotloop is by far my most important tool as a real estate agent. When I first started my real estate career I literally had no idea what documents I needed to complete. My brokerage offered dotloop to all its agents. So I added my first loop, selected the option for residential seller, and voila—all the forms that I needed to have complete were right there in front of me. Had I not had dotloop, I would not have been able to complete that first deal on my own. I had never been shown what paperwork was needed. And it was so easy to use. Everything I needed was right there and so easy to use. I have since changed brokerages and dotloop made the swap super easy. I’m a bit of a tech geek and want to know all the features a software provides. So I always check for user manuals. And I loved that they offer a PDF manual. I later learned about the Certified Looper Course. I enrolled and completed the course and received my certification. The tips and tricks I learned in this course had saved me countless hours managing my transactions. I can’t say enough good things about this software. It’s my most important tool.

Aspetti positivi:

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;

Aspetti negativi:

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 all the forms within the loop to give you a birds eye view of deadlines, expirations, etc. For example, a buyer loop would show the date offer was made, offer expiration date and time, offer accepted date, inspection period from start day to final day, anticipated closing date, financing contingency dates, extension periods, final walkthru date, Date of appraisal, Warranty start and end dates, etc. The system would provide you and your client with email and or text alerts for upcoming or expired dates. One click and you see a 3 month view of all the key dates for that loop.

Renee
Renee
Business Manager (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Great for teams & assistants

5,0 3 anni fa

Commenti: Dotloop helps us stay accountable, dependable, and flexible with streamlined systems.

Aspetti positivi:

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.

Aspetti negativi:

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.

Risposta di dotloop

3 anni fa

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!

Josephine
Director of Sales / Office Manager (USA)
Proprietà immobiliari, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Useful and Easy to use

5,0 3 anni fa

Commenti: I a trying to find a way to make it a little ore cost efficient since we have so many users already. Its not but I do wish it was a little better for the broker trying to supply the system for its agents.

Aspetti positivi:

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.

Aspetti negativi:

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.

kat
VP (USA)
Proprietà immobiliari, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Fantastic program

5,0 2 anni fa

Commenti: I love it. I can't understand why someone would use anything else. It works perfectly with our needs and it makes the whole " work smarter not harder" saying, true.

Aspetti positivi:

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.

Aspetti negativi:

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.

Kerra
Operations Manager (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

A Business Lifesaver, Daily!

5,0 anno scorso

Commenti: We can't say enough good things about our experience with dotloop. To put this in perspective, the brokerage we are with provides a free document management program, but we pay additional to continue using dotloop - we love it that much! It is easy to use, keeps our data safe, and streamlines our daily process.

Aspetti positivi:

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.

Aspetti negativi:

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.

Julia
Real Estate Transaction Coordinator (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

DotLoop is My Go To!

5,0 10 mesi fa

Commenti: Overall, it is my preferred platform!

Aspetti positivi:

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!

Aspetti negativi:

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.

Vicki
Agent (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 1.001-5.000 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione
Fonte: GetApp

Dotloop pricing strategy is missing huge market potential.

5,0 3 anni fa

Commenti: Overall, dotloop has a much easier learning curve and fits my needs much greater than other options, particularly with in host signing for older clients. It is easy for clients to figure out esignatures and walks them through it thoroughly.

Aspetti positivi:

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.

Aspetti negativi:

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.

Anne
Listing and Marketing Co-Ordinator (Canada)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

OUTSTANDING TEAM FINCTIONS!

5,0 3 anni fa

Commenti: Makes daily tasks easy and stores all in one place for all people within our organization including our Stagers and Professional Photographer. We have Templates and task lists for all to be keep up to date on what needs to occur next!

Aspetti positivi:

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.

Aspetti negativi:

There really is nothing that we do not care for!

Ali
Listing Coordinator (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Alternative considerate:

Am absolute necessity in my everyday routine

5,0 7 mesi fa

Commenti: This software is amazing. It allows you to get verified signatures from anyone digitally. It has great organizational options to keep all documents from one client all together. It makes document management and transaction management easy. It even allows you to create templates so your documents will be prepped and saved for every client and will auto fill the information as needed.

Aspetti positivi:

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.

Aspetti negativi:

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.

Sharon
REALTOR/Salesperson (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Real Estate

5,0 3 anni fa

Commenti: Overall experience has been exceptional. The cost/benefit is spot on. Affordable and easy to use.
It is truly the only product that I have been able to use with confidence on my phone. Living on the Lake of the Ozarks, we are out on the water all the time. I could not imagine trying to do my job without this product.

Aspetti positivi:

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.

Aspetti negativi:

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.

Utente Verificato
CEO (USA)
Utente LinkedIn Verificato
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Dotloop is a Must Have for Realtors Everywhere

5,0 8 mesi fa

Commenti: Dotloop is an excellent program for real estate transaction management. It enables a Realtor to create a Loop (like a folder) and manage the real estate deal or prospect from beginning to end. It is intuitive, user-friendly and simple to learn. Dotloop has everything a Realtor needs to create documents, get them signed, and ready for compliance review, all in one easy program.

Aspetti positivi:

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.

Aspetti negativi:

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.

Cindy
Realtor (USA)
Proprietà immobiliari, 501-1.000 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Review of DotLoop

5,0 2 anni fa

Commenti: Basically, besides the email signature roadblock, my experience is good. I understand there is a learning curve and I'm working on it. Please continue to have your representatives available to support clients on the phone. A "live" person comes in so handy in stressful situations. I definitely value this option.

Aspetti positivi:

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."

Aspetti negativi:

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.

Martine
Realtor (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Use it everday

4,0 2 anni fa

Commenti: I have found dotloop pretty easy to use. I appreciate having templates at my fingertips and that I can create folders within each file to keep documents sets separated and me, better organized.

Aspetti positivi:

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.

Aspetti negativi:

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).

Risposta di dotloop

2 anni fa

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