Informazioni su dotloop
Dotloop è la principale piattaforma online per l'ottimizzazione della produttività e delle transazioni nel settore immobiliare.
It has useful integrations with digital signatures, and more.
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.
Filtra le recensioni (585)
An essential for a real estate agents!
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.
I have to add an email for each roll including the opposite party which I don’t have access to
Making Transaction Management Manageable
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.
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.
An amazing tool and a must have for every office
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
Dot Loop is Dot Poop
Commenti: Horrible experience.
Nothing really worked. Horrible customer service and complicated setup.
The customer service is the worst in the industry. And the product is complete garbage compared to docusign.
Commenti: I love it
Ease of use app, easy to navigate, clients can use it with ease as well
Finding certain templates by name sometimes is difficult
Dotloop saves tons of time?
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!
This is the best document storage. So easy to use and makes storing and finding previous documents a simple click.
None. Everything works great even the phone app
Office Loves Dotloop
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!
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.
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!
As mentioned before, this platform has a Pinterest like view so it is SO easy to navigate!
There is nothing I dislike about the product!
Dotloop for Real Estate Transactions
Commenti: Excellent. Could not operate without it these days.
The product is very easy to use. All my agents are happy with it.
If husband and wife only have one email they cannot each use it to sign the document
Outstanding Real Estate Transaction Management Software
Commenti: Efficiency, productivity, compliance, repeatable error-free processes.
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.
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.
Dotloop is better for the agent than for the person signing.
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.
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 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.
The top choice for electronic record management, transaction management and storage.
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.
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.
Keeping me and my clients in the loop!
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.
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 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.
Great for teams & assistants
Commenti: Dotloop helps us stay accountable, dependable, and flexible with streamlined systems.
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.
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!
Useful and Easy to use
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.
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.
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.
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.
A Business Lifesaver, Daily!
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.
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 is My Go To!
Commenti: Overall, it is my preferred platform!
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.
Dotloop pricing strategy is missing huge market potential.
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.
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.
OUTSTANDING TEAM FINCTIONS!
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!
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!
Am absolute necessity in my everyday routine
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.
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.
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.
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.
Dotloop is a Must Have for Realtors Everywhere
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.
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.
Review of DotLoop
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.
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.
Use it everday
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.
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).
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