Opiniones de dotloop

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.

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.

I like that i am able to connect with my clients and share information quickly and efficiently. There are a multitude of well thought out features that have ensured efficiency and ease of use.

When working on documents, oftentimes it jumps back to the first page for no reason, after clicking on a text box or signature.
I also occasionally have trouble sharing multiple documents with people because some documents have been shared with a limited group. I dont think that should hinder my ability to share a selected group of documents at once.

The software is easy to use with end users able to use the system within a very short period. The learning/educational resource is extensive and the support is available whenever I need them. The Dot Loop support team are very knowledgeable, and guide me through all my questions and needs. This system can be accessed from anywhere including through a phone app 24/7. Additionally records are secure and meet compliance regulations for record management. Ability to customize forms, make templates of frequently used documents, pull reports and more make this a smart choice for businesses.

Cost is a little high as compared to other electronic systems. Also adding additional users is possible but I wish the pricing were a bit lower if we are already and established user.

It is made to make Real Estate Agents life easier. Easy to use and manage. Visually friendly. I got my brokerage to change because it is seamless and intuitive for our job.

If you have an account you can not merge with other accounts. Once you leave a team, if you paid for your membership you should be able to take it with you.

Dotloop is extremely simple to get started with, and simplifies our real estate business daily. Our entire team is able to collaborate, no matter where we're calling our "office" that day, and we can securely store, manage, share, and sign documents. Our clients have also commented on how easy the software is to use, and they love being able to sign their documents digitally rather than meeting us at the office every time there are documents to be signed.

The only hiccup we've run into with this software is when our office introduces new documents they want us to begin using. Sometimes it's an extra step to add the new docs to our form library and prepare them for filling/signing, but the good news is this only has to be done once, and then they remain available for future use.

DotLoop has it all! You can do everything you need to in one system and it is so convenient! Signature platform, transaction management - it is great!

Sometimes the signature fields and templates can be a little clunky, but with practice you get the hang of it and it is not a large inconvenience.

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.

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 is very widely used in my market so it makes it easy to transact on both sides of the deal with the other agent. I enjoy the features like document splitting and being able to customize the documents

Nothing I can think of that I don’t like.

The ease of use. The flexibility. Once you learn the software it is super easy and very flexible as you can add documentation via PDF or scanning. It is also very easy to add other users. I highly recommend this software!!!

The learning curve is about 1 to 2 months. We do have a specialist on site. I called her the Dotloop queen, and she makes it super easy because the pages are shareable!

We have customized this product to work for us in every area of our daily tasks as a Team. Dotloop helped load customized Templates that optimize the availability of all forms that may be required in any instance while at a desk or on the run. Our Team os growing and the ease of use for all from Admin to Accounting to the Salespeople and Owner is bar none the finest system available. We have tried other programs and all pale in comparison to this one. This is much more than an e-signature system. It is auto e-storage and has accountability for all signatures and contracts that pass through its system.

There really is nothing that we do not care for!

Dotloop is easy to use and has features that Realtors cannot live without. From drafting forms with ease to collecting electronic signatures to compliance, Dotloop has it all. Dotloop integrates easily with many other Realtor software programs and tools. And, Dotloop is a much better value when compared with competitors.

Areas for improvement - the ability to search for a loop by Contact name, the ability to do reporting, the ability for two or more signers to use the same email address for e-signatures. Often times couples or family members share an email account. Asking a buyer or seller to create another email account for the purposes of signing often results in a long explanation and frustration on the part of the customer.

Dotloop is extremely easy to use! There are templates that you select from and the system will automatically fill those documents in for you using the basic info you inputted (you input the info once and the system takes it from there). It allows you to track the documents, let’s you see when a client has viewed the document and even notifies you once they’ve signed. You can download, print and share those documents with other agents, title companies and clients. Great value for the busy real estate professional!

Because Keller Williams has moved to a different product, the KW forms are not updated in Dotloop so I have to be mindful to use the most current document which I store separately on my hard drive.

Ability to streamline transactions from list to close. Ability to track and manage transactions that are in the pipe line.

While customer support is as great, I think the product could be presented to end users in a different fashion. Also, while I highly rate the product there are some enhancements that would make it more useful. One downside is that the majority of agents in our system don't know how to properly use the product. That's not the fault of Dotloop. However, I do think they could offer revised procedures for agents to follow. I did for our agents!! See the next comment.

I don't have to copy pages of documents for a physical file.

Can only enter one item per category. But in Real Estate we may have 5 or 6 amendments, 3 contingency removals, etc. In this system, you enter Contingency #1. Then when you have Contingency #2, you must join 1 and 2 together in your computer and then load this new scan which eliminates the earlier submission. How stupid? Why not allow more than one item to be submitted in any category?