dotloop Reviews

Dootloop FTW!

Comments: Overall experience has been phenomenal. My company offers other signing software for free but I'd rather pay for Dotloop. That says a lot!

Pros:

I like how you can manage multiple projects within Dotloop. I also like how you can handle multiple documents organized within a project. It's been essential for my real estate business

Cons:

Logging in! I always forget my password. Lol, honestly, there isn't much to dislike about Dotloop.

Generally Effective and Simple to Learn, But Pricey and Not Without Idiosyncrasies

Comments: At the end of the day, in real estate we just need something to keep us organized and keep up with the fast pace of modern transactions. Generally speaking, Dotloop allows this to happen via a simple user interface that most clients can figure out. There are probably more features to the software that I don't use (and perhaps, am not even aware of) but for my needs it's just fine. As I described previously, there are some things about it that make me want to tear my hair out, but having identified these annoyances, I'm usually able to avoid them and advise my clients on how to do the same. Would I switch to a different program if something better came along? Probably, in large part because Dotloop is more expensive than many of its competitors, and in the more than half-decade I've been using it, I've never seen the software updated to address some of the same problem areas that have been plaguing it all along. But as I said, it's 95% functional for my needs and I already know how to use it, which counts for a lot.

Pros:

There are a lot of e-signature software programs out there right now. Many of these -- including Dotloop -- are pitched as specific to real estate transaction management, although there's no conceivable reason they couldn't be used in other contract-dependent industries as well. Having tried several of these programs, I've now been a consistent Dotloop user for at least five or six years, possibly longer. Part of that is simply because I've come to know the software and it's what I am comfortable using, which ultimately saves me time. But it really is straightforward, with an attractive user interface and great organizational capacity. I love being able to create folders within folders, to re-use Loops when clients return for multiple transactions, and to archive documents that are not being used. Basic functions like document splitting, renaming, saving, sharing and downloading are very easy and work as intended.

Cons:

As much as I like the software, it has a variety of quirks that cause me varying levels of irritation. I've learned a few tricks to keep the quirkiness to a minimum, but the program can still be truly obnoxious at times. One of my biggest pet peeves is when another agent wants to share documents with me from his/her Dotloop account; for instance, a buyer's agent sends me an offer for a property I have listed. If this buyer's agent shares it from her Loop (rather than just attaching a PDF to an email) Dotloop frequently creates a brand new Loop on my dashboard -- or worse, asks me to "sign up" for Dotloop because the agent has shared it to some variation of my email address that isn't technically my Dotloop address. So in a best case scenario my Loops become disorganized, and in a worst case scenario I can't even look at the offer unless I make a new account or ask the other agent to re-send. Many agents I know have this very same complaint, to the point where we have started adding comments in our MLS listings that say "Do NOT submit offers via Dotloop; email a PDF instead." Dotloop has some other quirks, including not saving signatures if two parties (say, husband and wife) are signing at the same time from their respective computers or mobile devices. I have to tell my clients "Make sure one of you signs completely and THEN the other one of you can do the same."

Use dotloop for all your e-Signings

Comments: Being a post closer in a title company, this app has saved me time, and re-signing fees. It is so simple and easy to use, very very user friendly, and I don't have to explain how to use it on the other end. My clients love dotloop compared to other apps out there. I highly recommend this product and could not work one single day without it!

Pros:

It's so simple to set up, manage and send. You just add the person that needs to sign, or receive a copy, drag and drop the document, click on what needs to be completed, and you're done.

Cons:

I did not find anything I didn't like about dotloop.

My go to resource

Comments: I find the platform reliable and something i always am coming back to, to ensure my systems stay organized and up to date. And while I find there are some technical glitches I often am able to work through them.

Pros:

I like that i am able to connect with my clients and share information quickly and efficiently. There are a multitude of well thought out features that have ensured efficiency and ease of use.

Cons:

When working on documents, oftentimes it jumps back to the first page for no reason, after clicking on a text box or signature. I also occasionally have trouble sharing multiple documents with people because some documents have been shared with a limited group. I dont think that should hinder my ability to share a selected group of documents at once.

Making Transaction Management Manageable

Comments: 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.

Pros:

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.

Cons:

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.

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

Comments: 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.

Pros:

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

Cons:

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.

Ryan’s review

Comments: Dotloop provides a huge convenience for clients to be able to sign from their phone or computer anywhere they are. Gone are the days of having to drive across town just to get a signature or initial that may have been missed…not that I ever miss any…lol :0)

Pros:

Dotloop is very widely used in my market so it makes it easy to transact on both sides of the deal with the other agent. I enjoy the features like document splitting and being able to customize the documents

Cons:

Nothing I can think of that I don’t like.

Easy to use

Pros:

The ease of use. Clients who are technological impaired are able to use this software to sign documents.

Cons:

Wish when you are adding a person in a loop it would pull all the information from the contacts.

Love dotloop!

Pros:

The learning curve is very easy. I like how I can have folders set up for every property and can archive items that I no longer need.

Cons:

I'd like to be able to remove a person from the loop

Dot Loop Review!

Comments: It was great, organized and efficient! I give this software a 10/10.

Pros:

The visuals, the document organization, the signature software, everything! This is my favorite real estate transaction software.

Cons:

Truly I did not ever see an issue with this software. I love this website more than any I have ever used.

DETAILS

Comments: The organization of the properties.

Pros:

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.

Cons:

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.

Useful and Easy to use

Comments: 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.

Pros:

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.

Cons:

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.

Real Estate

Comments: 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.

Pros:

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.

Cons:

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.

Review of DotLoop

Comments: 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.

Pros:

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."

Cons:

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 REVIEW

Comments: Great to use and easy to use. I Love I can set up my own groups for forms such as listing folder and buyer folder and all the docs are right there that I need for a transaction. I love that I can attach PDF files to send to folks who are not in the system.

Pros:

I like the ease of use and how the forms autopopulate. I like that when a client signs it automatically comes back to me in the system and I am notified.

Cons:

It is great system and I would not change anything as it has worked out very well for myself and my clients.

DotLoop - the user friendly software that everyone can use!

Comments: As a busy, independent real estate agent, I need a product that’s easy to use for both me and my clients. When Keller Williams changed to a different product (which they provide to their agents at no charge), I opted to continue to use Dotloop at my own expense. In real estate, time is money and continuing to use Dotloop was definitely worth it to me!

Pros:

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!

Cons:

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.

Dotloop Review

Comments: I was first introduced to Dotloop about 6 years ago. It has helped streamline the listing and sales process for our agents tremendously . Having the ability to allow people to view and sign document via the internet is such a time and deal saver. Can't imagine doing business without it!

Pros:

Ease of use and ability to use anywhere.

Cons:

It tends to be a bit slow at times opening loops and folders.

I Like Efficiency.

Comments: The main benefit is the efficiency and professionalism I wrote about above. I can get more transactions done with less effort, which gives me more time to develop more business.

Pros:

My clients like the results we get with Dotloop, and when my clients are happy, I'm happy. Specifically, I want to make the most of each minute of my workday. Dotloop makes it possible for me to prepare real estate documents such as Listing Agreements and Purchase & Sale contracts and get them to my clients for their electronic signature in a matter of minutes. My clients never have a problem with the signing, and I have documents back just as quickly as I sent them out. I like the feature that allows me to add documents from my files and then add text and signatures to those documents. I think typed text looks much more professional than handwritten text, and if you saw my handwriting, you'd agree.

Cons:

If I could come up with a legitimate suggestion to improve Dotloop, I wouldn't hesitate to share it, but I can't think of anything I don't like about the software.

Dotloop Review

Comments: As I entice my agents to use it more and more I am seeing smoother transactions. I spent a month & a half collaborating with Dotloop to put together procedures for listing, selling & closing transactions. We publish these for our agents to use. I am seeing much smoother transactions and (as a brokerage) we have more control over the whole process.

Pros:

Ability to streamline transactions from list to close. Ability to track and manage transactions that are in the pipe line.

Cons:

While customer support is as great, I think the product could be presented to end users in a different fashion. Also, while I highly rate the product there are some enhancements that would make it more useful. One downside is that the majority of agents in our system don't know how to properly use the product. That's not the fault of Dotloop. However, I do think they could offer revised procedures for agents to follow. I did for our agents!! See the next comment.

Dotloop saves so much time and money

Comments: Dotloop has saved us so much time and money, and I could not imagine ever having to go back to getting signatures the old fashioned way. In addition, both myself and my boss can access documents from anywhere we have an internet connection, so it has kind of acted as a cloud server for us as well. Overall, I really love this software, it has made my job so much easier.

Pros:

I work as a transaction coordinator for a real estate agent, and Dotloop has revolutionized the way we do business. The best feature of this software is the ability to digitally sign paperwork, which saves us so much time and money. Many times, we go back and forth negotiating a contract, and we need initials and signatures each time we make a change. Rather than having to physically meet up with clients, we are able to acquire signatures quickly and easily via email.

Cons:

Sharing a loop can be confusing. I rarely share my loops with other agents for fear of them having access to and changing things they shouldn't and vice versa.

No need to carry files with me & What a time saver

Comments: I have great experience in getting any questions answered when I called in

Pros:

No need to print, easy to get documents signed and the best thing is everything is available to me 24/7 as long as I have my phone, iPad or computer.

Cons:

I wish I had gotten it sooner. I no longer have to drive all over town just to get a client's signature.

Best Document Signing Out There!

Comments: I use dotloop to run my real estate transactions. Clients love that I can send things directly to their phones for an instant signature.

Pros:

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

Cons:

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.

Best signing app I’ve tried.

Pros:

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

Cons:

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.

All Day, Every Day

Pros:

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.

Cons:

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.

Love Dotloop

Comments: Overall my experience with Dotloop has been great. I would certainly recommend to my fellow Realtors.

Pros:

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.

Cons:

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.