Avaliações do dotloop

An essential for a real estate agents!

Comentários: Excellent!!

Vantagens:

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.

Desvantagens:

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

Making Transaction Management Manageable

Comentários: 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.

Vantagens:

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.

Desvantagens:

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 makes my job easier

Comentários: Overall, this is a great program and I am able to have docs signed and even a chance for people to add text or even the ability that no one can change the docs unless you give that permission.

Vantagens:

I love the ease of use and ability to explain the signing process.

Desvantagens:

That it tries to get my clients to enroll every time.

It's Okay....

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.....

A Real Estate Agent's Perspective on Dotloop

Comentários: I use Dotloop every day to ensure that my Real Estate Transactions are handled correctly and all steps that need to be done are done. There is no guessing if I have missed ordering Title Work or Inspections. They are documented, and can be shared immediately.

Vantagens:

Being able to organize all of our Real Estate Transactions and their documents, from start to finish, in one file, makes home buying transactions easy to track all aspects of the transaction. It is also easy to share any documents to others, and track the history of each document. One can also create tasks for themselves or others so that there is accountability and follow up.

Desvantagens:

The only Con to this software is that, on contracts, where there is a change needed, due to an error or such, you have to download the documents that needs to be corrected to your computer, then download it again to Dotloop, to make any corrections. If you do not do these steps, all signatures are cleared and the entire process has to be done over.

Am absolute necessity in my everyday routine

Comentários: This software is amazing. It allows you to get verified signatures from anyone digitally. It has great organizational options to keep all documents from one client all together. It makes document management and transaction management easy. It even allows you to create templates so your documents will be prepped and saved for every client and will auto fill the information as needed.

Vantagens:

This makes e signing documents so easy! It prompts the client where to sign, you can include explanations, and it allows you to track if they have viewed documents or worked on them.

Desvantagens:

I will say sometimes, for tech adverse clients they struggle to fill out fields or how to complete/save a form. They will fill everything out and not click “done signing” and the document will not auto save.

DotLoop

Comentários: Working with relocating buyers who are not present to sign in person.

Vantagens:

Ease of use, convenience it provides and having all of my transactions in one place.

Desvantagens:

There have been no cons. The software provides avenues for working 24/7.

Everyday Use Tool for Real Estate

Comentários: My personal experience is amazing. I love how easy everything is done through this tool but I really do wish users knew dotloop more regularly.

Vantagens:

The best feature for this software is electronic signature and file sharing. It makes my life easier when it comes to getting tasks done.

Desvantagens:

The least feature is getting customers/clients to respond through a document signing app called dotloop. The company name needs reassurance when sending emails.

real estate

Comentários: great

Vantagens:

easy to train and learn great step by step process

Desvantagens:

I have not come to situation as yet, so far its great

Survey for Capterra

Vantagens:

Everything I do is a one-stop shop. This is important for me

Desvantagens:

There is nothing least that about this software. I also believe that I should be able to write as little as I want in a survey.

Review

Comentários: Overall the experience is great. Easy to use and navigate.

Vantagens:

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

Desvantagens:

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.

Easy to Learn

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

Vantagens:

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.

Desvantagens:

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!

Comentários: 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.

Vantagens:

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!

Desvantagens:

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?

Keeping me and my clients in the loop!

Comentários: Of all the real estate technology, software, tools, apps available and there are thousands I’m sure, Dotloop is by far my most important tool as a real estate agent. When I first started my real estate career I literally had no idea what documents I needed to complete. My brokerage offered dotloop to all its agents. So I added my first loop, selected the option for residential seller, and voila—all the forms that I needed to have complete were right there in front of me. Had I not had dotloop, I would not have been able to complete that first deal on my own. I had never been shown what paperwork was needed. And it was so easy to use. Everything I needed was right there and so easy to use. I have since changed brokerages and dotloop made the swap super easy. I’m a bit of a tech geek and want to know all the features a software provides. So I always check for user manuals. And I loved that they offer a PDF manual. I later learned about the Certified Looper Course. I enrolled and completed the course and received my certification. The tips and tricks I learned in this course had saved me countless hours managing my transactions. I can’t say enough good things about this software. It’s my most important tool.

Vantagens:

Most liked features include: Ease of use for user and their clients; secure; ability to add new interactive forms; export client contact information; integration with Zillow, Gmail, etc.; Co-Op docs; AUTOFILL;

Desvantagens:

A feature that I would like to see added is within each loop you have a calendar tab that you can select. Once selected you see 3 full calendar months- the entire current months calendar, previous month and following month. You can toggle back to previous months or ahead to future months. The calendar shows all the key dates related to that loop both past and present. It pulls all the key dates from all the forms within the loop to give you a birds eye view of deadlines, expirations, etc. For example, a buyer loop would show the date offer was made, offer expiration date and time, offer accepted date, inspection period from start day to final day, anticipated closing date, financing contingency dates, extension periods, final walkthru date, Date of appraisal, Warranty start and end dates, etc. The system would provide you and your client with email and or text alerts for upcoming or expired dates. One click and you see a 3 month view of all the key dates for that loop.

Real Estate

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

I Like Efficiency.

Comentários: 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.

Vantagens:

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.

Desvantagens:

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 makes us so much more efficient!

Comentários: Dotloop is a great tool for real estate transactions, and it makes our day-to-day workload much more manageable!!

Vantagens:

Dotloop is great for staying organized. The templates section can be broken into folders, which makes for easy real estate transactions! For example, if we have an Estate sale, we simply add to a loop all items from our “estate sale” template folder. When I save in the template folders, I fill out each item with necessary fields (i.e. date, text box, signature prompt, etc) so that it is ready to be used when added to a loop. Our clients also find Dotloop user-friendly and are able to complete their paperwork using Dotloop as well!

Desvantagens:

The only “issue” I can recall is that when entering contact information for people into Dotloop, it will attempt to fill in the fields for you. This is great, except if it fills the fields in inaccurately. For example, if a husband and wife share an email address and you are trying to add the wife but the husband already had been entered into Dotloop before, it fills the husband’s information in. This is easy to fix, but just know that it can happen.

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

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

Vantagens:

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

Desvantagens:

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

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

Vantagens:

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.

Desvantagens:

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.

Love Dotloop

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

Vantagens:

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.

Desvantagens:

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.

Dotloop is the best software file management system!

Comentários: It creates a perfect paperless system for our office, and the ease of the electronic signature feature is fabulous! Dotloop is very responsive and has ongoing training and help.

Vantagens:

I like the ability to customize our forms, the ease of electronic signing, and the file management system. It's the best!

Desvantagens:

It takes a little too long to get customized forms returned for use, but overall, I think they do an amazing job.

Dotloop Works

Comentários: 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

Vantagens:

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

Desvantagens:

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