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

Alternatives envisagées : Signable, Docusign et DigiSigner

Pourquoi choisir dotloop : Dotloop has so many possibilities & features that other systems do not offer and functions easily specifically on a mobile device!

Logiciel antérieur : Docusign

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.

Alternatives envisagées : TOP PRODUCER

Pourquoi choisir dotloop : Top Producer is an old piece of software, and the age showed around the time we switched to Dotloop in 2017. We attempted to use Top Producer's transaction management solution, but it just wasn't up to par with what Dotloop was offering (either in feature set or usability).

Logiciel antérieur : TOP PRODUCER

Pourquoi passer à dotloop : Dotloop came highly recommended by other brokers in our firm. In addition, Dotloop seemed (at the time) to be the most standalone product—the other options required us to change our workflow to fit their system, as opposed to their system conforming to our way of doing business. Dotloop was much more flexible in this regard.

It's Okay....

Commentaires : I has to use this software while I was on a team. I was happy when I left the team and didn't have to use this any longer. I'm sure it's a good program, just not to my liking. I had to figure out how to use other programs of this type, and this one I just couldn't get it right.

Avantages :

dotloop does allow for file sharing, but I found it to be just a little confusing. I just never really got the hang of it. I like other programs much better.

Inconvénients :

To me, dotloop was way too confusing. I don't like this software since I found it not to be very user friendly. I know that other people I have worked with like this software, but I could never quite fully figure it out. Not in my top 10.....

Dotloop user for over a decade

Commentaires : I haven’t encountered any inconvenience’s for myself or my clients on Dotloop this far. I’ve been a user for over a decade. The consistency has been outstanding.

Avantages :

Ease of use! It is easy to set up for my clients and the software makes it easy with clear prompts for my clients! It by far beats any other software I’ve tried.

Inconvénients :

There isn’t anything I’ve disliked this far. I’m not very, “tech savvy,” but the folks at Dotloop have made it very easy for me to learn.

An invaluable tool to manage documents in a transaction

Commentaires : In a word, excellent. It made my office experience truly paperless and enabled me to develop a system to manage documents and monitor transactions with ease.

Avantages :

When I joined my current office I was told that they were paperless. I had heard that before in other environments and didn't believe it one bit. With dotloop that statement is absolutely true: I have no folders, no files in my work area other than what I'm currently working on. Everything is uploaded, managed and saved in dotloop in a manner that is more user-friendly than my previous thick folders of loose documents.

Inconvénients :

dotloop does have a learning curve. Depending on your needs and wants, that curve can be gentle or steep. I'm very adept at using software and hardware, so I'm able to use dotloop almost to its max capability. But there are agents in our office who struggle to understand the concept of how to best use the program and even how to navigate it.