dotloop Erfahrungen

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.

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.

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?

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

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

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 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

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.

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

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.

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.

Ease of use and ability to use anywhere.

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

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!

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.

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

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

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.

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.

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.