dotloop Erfahrungen

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.

DocuSign, management keeping everyone in the loop.

A bit too expensive if you don't use it daily

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 after leaving the box, sometimes you need to actually erase some text before you can retype (maybe just on my computer - MacBook Pro). Also, maybe I am doing it wrong, but it is annoying when a document is mostly signed and then somebody notices a small typo or edit and once i touch it the signatures are all erased. It would be nice if instead of erasing everything, it would pings the signees to ask them to initial the edit and perhaps restricted downloading the document until all edits were acknowledged by all signing parties.

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.

ease of simplicity

expensive compared to other similar software

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.

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 .

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.

Its easy to use and understand. the versatility, I can use it from my laptop, tablet or phone and its user friendly and its great when you need to integrate everyone in the deal. Love and recommend it to all

nothing

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

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.

This is a good program for having everything in one place. You make a loop and add everything to that loop that pertains to the item you are doing. Since I am in real estate, the listing and sales of that listing can go into one loop and you don't need to search anywhere but in that loop for what you need. You add contacts and can get paperwork digitally signed. You don't need to keep paper. Great for paperless files. I can go from listing to closing on a house and have everything right there. Even getting the agent paid. Send what you need to the accounting department and wa-la....it's done. It keeps an activity log for each loop so you can go back and look to see if you missed something or not.

The training. I learn new things everyday. Training can't be done in just one sitting. There is so much to learn and you really need a good instructor. Most of it is easy, but still, I would like more training. The support team at the 800 # is great! You can't ask for better support.

DotLoop makes regular transactions incredibly simple. Once a template is created, it's easy to plug in the information needed or take advantage of the autofill feature. The best part is the ease of sharing. With one click, I can send documents to all parties at once, even if they require different levels of access. I also like the digital record of my transactions. I don't need to store files on my hard drive; I can access them through DotLoop at any time.

Unfortunately, setting up a template can be quite complicated and tedious. Particularly in regard to real estate contracts, there is often limited space for text and signatures. DotLoop doesn't let fields 'overlap' and it appears as though each field has a big bubble! Sometimes, I am unable to place a field due to 'overlapping' despite no fields being in proximity. It's quite frustrating as the documents were all created my lawyers and not something that can be easily changed.

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.