dotloop review
Bottom line
dotloop is a transaction management and e-signature workspace for real estate, with pipeline tracking and document handling in one place. Its clearest strength is the breadth of real estate tooling, including a long list of CRM and lead-generation integrations and an API. The main cost to watch is that there is no free plan, and the paid tiers add features on top of the base offering. Agents and brokerages who run deals across many documents and want their CRM connected should consider it, and Vermont Realtors® members can use it at no cost.
What is dotloop?
dotloop is a web-based transaction management platform built for real estate agents, teams, and brokerages. It organizes the paperwork behind a property sale, from listing and offer documents to closing files, in one shared workspace. It solves the scattered, email-heavy process of moving a transaction from contract to close.
Agents create a transaction, add the participants, and fill in forms from customizable templates. Documents go out for electronic signature, including multi-party signing, and signers can complete them from a mobile device with signature capture. Activity tracking and status views show where each deal stands, while reminders and notifications keep tasks moving. Document storage and version control keep every revision of a file in one place, and an audit trail records who acted on each document.
dotloop serves freelancers, small businesses, mid-size businesses, and enterprises, and it includes agent management and commission management for brokerages. Pricing starts at $31.99, and a free trial is available. Vermont Realtors® members receive dotloop at no cost, and brokers can opt in to paid versions that add features.
What sets dotloop apart is the depth of its real estate tooling alongside general document workflow. It includes pipeline and deal management, listing management, and a broad integration list that covers CRMs such as Follow Up Boss, Wise Agent, and BoomTown, plus Zapier and Microsoft Outlook. An API is available for teams that want to build their own connections, and support includes 24/7 live representatives, chat, phone, and a knowledge base.
Who it's for
- Real estate agents managing individual transactions
- Brokerages tracking agents and commissions
- Teams that use a CRM and need it connected to deal files
Who should look elsewhere
- Users who need software outside real estate transaction work
- Buyers who want a permanently free plan
Typical uses
- Managing a residential sale from listing to closing
- Collecting multi-party e-signatures on purchase documents
- Syncing transaction data with a real estate CRM
- Tracking deal pipeline and agent commissions for a brokerage
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dotloop alternatives and comparisons
dotloop is the only real estate transaction management product we list so far. Browse the category as more are added.