dotloop Erfahrungen

Much easier to use than zipforms and docusign for the agent.

Signing for the buyer or seller not near as easy as docusign. There you just press start and it takes you to the next place to sign. Then you click finish. All done. With dotloop the signer must scroll and search for the proper places to sign or fill out. So this is more prone to unfilled documents than with docusign. Also, dotloop doesn't offer the simple date function that fills out the date when it's signed like docusign. You must manually choose a date and if the date is tomorrow when they sign and you filled out today then you have lost time for their termination option because it started when i filled out the date rather than when the customer signed. And because it is hard to get signers to fill out fields, it's almost impossible to get the signer to fill out the date, so it's easier just to guess and fill out the date you think they'll sign.

It's so simple to set up, manage and send. You just add the person that needs to sign, or receive a copy, drag and drop the document, click on what needs to be completed, and you're done.

I did not find anything I didn't like about dotloop.

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?

THE FLOW OF THE ASSIGNED FIELDS ARE EASY FOR THE CLIENT TO SIGN. SAVES THE CLIENT TIME AND HAPPY TO USE IT. THE USER PUTS IN ALL THE INFO AT THE BEGINNING HELPS THE AUTO FILL TO HAVE EVERYTHING CORRECT SAVING TIME TO COMPLETE.

WHEN SIGNEES ARE ABLE TO SIGN PASS THE PART THEY NEED TO SIGN. USUALLLY USER INOUT IS THE REASON OR SIGNEE IS CLICKING THE TAB INCORRECTLY. I DO NOT THINK IT IS DOTLOOP, I THINK IT IS HUMAN ERROR.

I love how easy it is to prepare, share and sign all the necessary documents for my sales transactions from my laptop or my smartphone

I deal with a lot of elderly sellers who only have one email address. This is a challenge since dotloop requires a separate email for each signor.

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.

This software is the most user friendly that I have found for real estate transactions. It offers in host signing which I use all the time. It is so easy to review history and see where I am in the middle of negotiations.

The pricing strategy is either free or $300. There are so many agent that do not need unlimited transactions. A lower priced option for a limited number of transactions is needed. I help many newer agents that love this software but can't justify $300 when they may only do 20 transactions per year.

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!

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.

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.

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.