Avaliações do dotloop

I love dotloop! It is incredibly easy to use and accurate! Can't say enough good things about it.

My only complaint is they are no longer working with Keller Williams after this month. I'm going to miss having access to it and have even considered paying for it personally.

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.

Easy to use. Site is clean and organized. Customer service is helpful 90% of the time. That's basically all the nice things I have to say.

Site could be so much better with some major attention to detail. Little things are so tedious and frustrating that it becomes a pain you have to live with. When submitted documents to review, even if you only select one, all documents you have edited will be submitted, regardless if you are actually finished editing the document or not. When you select a folder to submit to review, it still asks you which folder you want to submit to review if there are more than one folder. Submit to review button needs to be much bigger so agents don't think they have to share the folder with staff (this creates a whole new loop which confuses agents). I could go on and on, but this is the only document storage site our company permits us to use, so we have to make the best of it.

Ease of filing the forms for initials and signatures.Links to other devices.

As a regular user of the system, my information should already in the library without asking for an edit each time I log in for a sale or listing.

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.

My clients find this very easy to use from their mobile devices.

I started with the trial version. But I wasted some loops on practice and when I went back to erase them and use them for real loops, it made me purchase a full version even though I only had 1 or 2 official loop that had been sent to clients for signing. I wish I could copy and paste text boxes as they are often redundant. I also wish the text boxes weren't so finicky - if you need to edit the text after leaving the box, sometimes you need to actually erase some text before you can retype (maybe just on my computer - MacBook Pro). Also, maybe I am doing it wrong, but it is annoying when a document is mostly signed and then somebody notices a small typo or edit and once i touch it the signatures are all erased. It would be nice if instead of erasing everything, it would pings the signees to ask them to initial the edit and perhaps restricted downloading the document until all edits were acknowledged by all signing parties.

I love almost everything about it - there are quite a few features that would be nice to add, but overall it's my favorite

The thing I like least is that Zillow owns it now. Everyone in my company is leaving DotLoop because of the conflict of interest and the way Zillow has stabbed us in the back as agents. Concerned that our customer's data is no longer private and they are discouraging our clients from using us as professionals. For that reason, I don't know how long I will stay with it. :(

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!

I've used other signing and storing and sharing tools. There is no comparison. Learning new tools is normally challenging for me, but not this one-- in 1-2 transactions I was flying. With each loop I built I found new features on my own and everything I would wish it could do, I would find out, guess what? It does it. Real Estate is intense these days- this tool has been the best thing that has happened for my business in 2021.

There are no cons. If I wanted to be super fussy, the "upload photo" works well, but the homes are usually not identifiable due to the extreme landscape view, a tad less wide and a tad taller would help.

It works very well for document management and transaction management.
Universal support with large brokerages

Zillow related
The signing experience is good but not as good as DocuSign
Some features are hidden and not easy to discover

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.

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.

i LIKE THIS SOFTWARE BECAUSE EVERY LOOP HAVE THE MOST IMPORTANT INFORMATION FROM THE LISTING AND WE CAN KEEP IT BERY ORGANIZED FROM ME AND THE BROEKERS, WE ALSO CAN KEEP TRACK OF THE COBROKE THAT CALLS AND THE CLIENTS THAT SAW THE PROPERTIES. I LOVE THAT WE CAN PUT THE DOCUMENTS OF THE PROPERTIES AND DIRECTLY FROM OUR PHONES AT THE APP.

THE DETAILS OF THE HOUSE (THE THREE POINTS) ARE NOT VERY ACCESIBLE AND in the phone app you have to click 3 times to access the details. it will be better to have ONLY the information filled at one of the 4 options such as task, the bell, people and documents. I was expecting that every change, new listing, every new information at the loop, the agents will get notified, but I have to go to whatsapp company chat to informed the changes, and then make the changes to dotloop.

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!

The product offers many valuable features. The sharing of tutorials is great and the DotLoop service team is excellent. It is VERY important to be able to speak to a knowledgeable representative on the "phone."

Signing documents for our older generation who is not computer savvy is definitely a roadblock. I've run into this situation several times. DocuSign has a way around this hurdle. Can DotLoop improve on this feature? Also, having a menu option for Hot Keys such as copying check boxes would be great. I did print off the Tip Sheet, but it would be helpful to have an on-screen option rather than searching on a website.

Simple to use, highly customizable, very flexible yet consistent.

The mobile app leaves a little to be desired--I get that maybe it can't be as robust as the desktop platform, but it is a little bit difficult to navigate, especially when trying to download/export a document to a device to be distributed via an email account. Sometimes it can be challenging to locate older, but still active, files.

This is the most user friendly signing system I have used. I am always so relieved when I find the agent on the other side of the transaction also has DOT LOOP.

I do not like that I lose all my contacts and contracts if I switch brokerages. You must rely on the previous broker to allow the transfer of "MY" information. There is a work-around. I paid $10.00 to another service which allowed me to transfer all that information BEFORE my previous broker shut me down.

Ease of use and ability to use anywhere.

It tends to be a bit slow at times opening loops and folders.

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.

Pretty easy to be able to email to the loop. Once learned and sharing loops with other users in the dotloop family. Keeping everything in one place!

Original documents once signed are the originals. It doesnt keep the copy for you, so when you have a slight change, it erases signatures and then you amke the change and email back out. Would be nice to keep that and still be able to work on your drafts

No need to print, easy to get documents signed and the best thing is everything is available to me 24/7 as long as I have my phone, iPad or computer.

I wish I had gotten it sooner. I no longer have to drive all over town just to get a client's signature.

This is a good program for having everything in one place. You make a loop and add everything to that loop that pertains to the item you are doing. Since I am in real estate, the listing and sales of that listing can go into one loop and you don't need to search anywhere but in that loop for what you need. You add contacts and can get paperwork digitally signed. You don't need to keep paper. Great for paperless files. I can go from listing to closing on a house and have everything right there. Even getting the agent paid. Send what you need to the accounting department and wa-la....it's done. It keeps an activity log for each loop so you can go back and look to see if you missed something or not.

The training. I learn new things everyday. Training can't be done in just one sitting. There is so much to learn and you really need a good instructor. Most of it is easy, but still, I would like more training. The support team at the 800 # is great! You can't ask for better support.

Having all of my documents for each deal in one place is fantastic.

There are not enough choices for what stage the transaction is at. For instance on a real estate purchase deal the choices for status are Pre-offer, under contract, withdrawn, sold, terminated or archived. Where is “accepted offer”? Or “under attorney review” etc. or maybe just let us customize our own status? But that’s impossible too.

I like the dashboard of Dotloop. Each listing has a tile where it gives you a brief overview of the deal you are working on. It helps when managing a transaction. I like that you can upload multiple documents are at time and that you can store templates in the loops. I also like you can save multiple documents as and create a single PDF of all of them.

There isn't much I dislike about Dotloop execpt for the fact that you cannot mass export all of the data in your loops at a time. You have to pay for a service such as Dropbox do to this for you. The only work around is manually exporting everything one by one.

Platform is very user-friendly for both myself and my clients, I have not had 1 client have a hard time logging in or signing

Nothing! I wouldn’t request any changes in the software it really works well for my business

The best part of my day is when I'm done using DotLoop.

DotLoop has its own set of keybindings that overrule any Windows keybindings and there is no way to disable them. Shift+arrow key moves your whole text box instead of moving a highlighting cursor. Better not bump shift while writing in a large text box or your whole field will be deleted without any undo function. Simple things like changing a name of a person are marked as "saved," but left unchanged.