Avis clients sur dotloop

An essential for a real estate agents!

Commentaires : Excellent!!

Avantages :

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.

Inconvénients :

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

Making Transaction Management Manageable

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 Daily User

Commentaires : Simple to use for most people, like anything i get the odd phone call from frustrated clients but I can usually walk them through it with ease.

Avantages :

Easily manages my files. User friendly.

Inconvénients :

That a secondary signature can not be used with the same address, I would with a lot of elderly people who share one email address therefore I have to pay $300 a year for DocuSign additionally

Streamline Real Estate Transactions with dotloop

Commentaires : Dotloop offers a comprehensive solution for real estate transaction management, streamlining processes and improving collaboration. Its user-friendly interface, electronic signature capabilities, and integration with industry tools make it a valuable asset for agents and brokers. While there may be a learning curve during the initial setup and occasional compatibility issues, the overall experience with dotloop is positive. The platform simplifies the complex nature of real estate transactions, enhancing efficiency, reducing paperwork, and keeping all parties involved organized. With its robust features and focus on improving the transaction experience, dotloop proves to be a valuable tool for real estate professionals.

Avantages :

Dotloop is a comprehensive platform designed to simplify and streamline real estate transactions. Its user-friendly interface and intuitive workflow enable agents, brokers, and clients to efficiently manage and collaborate on documents. The ability to create, edit, and electronically sign documents within the platform saves time and reduces the need for manual paperwork. dotloop's integration with popular real estate tools and MLS systems enhances productivity and data accuracy. The platform's notifications and task tracking features help keep everyone involved in the transaction informed and organized.

Inconvénients :

Some users may find the initial setup and learning curve of dotloop slightly challenging, particularly if they are new to transaction management platforms. Occasionally, there may be compatibility issues or limitations when integrating with certain third-party systems or software. Additionally, pricing options and plans may be a consideration for individual agents or small teams, as more advanced features may require higher-tier subscriptions.

Couldn't do my job without DotLoop, it rocks!!

Commentaires : I love Dotloop, I have used for over 15 years and will continue in my career!

Avantages :

I love the ease in which clients can sign and how easy it is to organize my clients and transactions.

Inconvénients :

Nothing. This is the best electronic signature platform out there.

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

An amazing tool and a must have for every office

Avantages :

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.

Inconvénients :

Mostly centered around the real estate industry

Ease of Use

Commentaires : I enjoy Dotloop because it's affordable and easy to use.

Avantages :

The ease of use especially when you are technology challenged.

Inconvénients :

No complaints at this time. I like dotloop over docusign.

about dotloop

Commentaires : Overall' this is a good platform to use when you learn how to use it.

Avantages :

I don't have to be in person to send and receive signatures.

Inconvénients :

When i first started using this app I couldn't navigate like I wanted to.

Knowledge of DotLoop

Commentaires : The person who helped me was patient and knew his craft well and was able to get me thru the transaction...

Avantages :

Speed and accuracy of the management of transactions

Inconvénients :

I need to use it more in order to determine same..

Solid document management software

Commentaires : I've been using it for years for real estate sale transactions, lease-ups, signing property management clients, and personal document management (like executing forms for applications).

Avantages :

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.

Inconvénients :

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.

Easy to Learn

Commentaires : Experience has been great, I have not had any issues that I could not figure out.

Avantages :

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.

Inconvénients :

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 .

Thank Goodness For DotLoop!

Commentaires : Make my life so much easier, organized and I love how I can go back to even closed transactions and pull up an archived file if needed. I love how it tracks my production and transaction history.

Avantages :

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!

Inconvénients :

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?

Useful and Easy to use

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Use it everday

Commentaires : 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.

Avantages :

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.

Inconvénients :

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).

DOTLOOP REVIEW

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

A Great Tool For Contract to Close

Commentaires : Overall, we were very happy with this system. The only reason we switched to docusign as a company was because Keller Williams did not want to be associated with Zillow, and Zillow bought out dotloop.

Avantages :

The system is very easy to navigate and use when preparing documents and sharing them to clients for e-signatures as well as cooperating brokers.

Inconvénients :

We experienced this very infrequently, but there were times when the system would glitch and lock the client out from signing a document. I think it was due to the document originator still being logged in or open on that document.

Dotloop saves so much time and money

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Dotloop makes it easy to have clients all over the country!

Commentaires : I am able to conduct real estate transactions with ease electronically which cuts my time down from printing out, getting signatures, faxing or delivering documents, etc. The time saved is worth everything! Dotloop gives me more options of use than zipform and is much easier to use. I am also able to take another agent's document and easily edit it in dotloop as a PDF.

Avantages :

Dotloop is very user-friendly and has almost every feature needed to handle real estate transactions from start to finish.

Inconvénients :

The least favorite thing is that when executing a Residential real estate contract, the last agent needs to insert the execution date, or the last date the contract is signed. Dotloop doesn't let the realtor make changes without wiping out signatures. This One item Only needs to have edit capabilities for the realtor OR it should automatically enter the execution date as the date the last party signature is input. This slows down the process GREATLY and takes out the electronic factor because the realtor has to save the final copy as a PDF, write in the execution date, and upload as another PDF - before sending to title, lending, clients, etc. - Filling in this date before final signature does not work because signature timing rarely coincides.

Best signing app I’ve tried.

Avantages :

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

Inconvénients :

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.

DotLoop Simplifies Real Estate Transactions

Commentaires : During the Pandemic in particular, DotLoop was a great tool. It allowed me to continue to serve my clients without putting anyone at risk.

Avantages :

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.

Inconvénients :

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.

DotloopLiterally saves my life during deals !

Commentaires : Dotloop is honestly a must have if you're in the Real Estate Industry. Having access to all board addendums and documents, sharing across the board with all parties, Dotloop is literally an all around go to for transaction organization.

Avantages :

Dotloop hold all documents needed to have the perfect transaction with your Client and your team. You are able to colllaborate with documents where everyone can receive notification of signatures. As well once the deal is over you can move into a closed loop where you can always access your previous deals.

Inconvénients :

I do not like that if you share a document in the loop with another agent that is not on your team they have access to see your clients information and some documents they are privy to if snooping.

All Day, Every Day

Avantages :

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.

Inconvénients :

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.

Dotloop Works

Commentaires : At first I didn't like it since was worried about it being part of Zillow. But it is a stand alone company and I am confident that my clients information is secure and not shared

Avantages :

The way I can train quickly my agents and load my own Branded Documents

Inconvénients :

The forms have to play with until is what you like, and having to keep upgrading as add more help.