DASHBOARD is a simple, single solution that provides one place to gain real-time access and insights into agents’ transactions through the compliance process.

We use Dot Loop as the electronic document tool for Keller Williams' eEdge (lead to close CRM). T... more We use Dot Loop as the electronic document tool for Keller Williams' eEdge (lead to close CRM). There are many, many advantages and only a couple of improvements we would like to see. Dot Loop has continued to develop and improve the system since going live Spring 2011. Advantages: - complete electronic signature and document storage for all transactions - very convenient and efficient to circulate documents and get signatures with automatic routing - very "green" compared to printing, signing, scanning, faxing, or mailing paper documents - even paper documents can be scanned and signature fields added as necessary Wish List: - better visual notification/confirmation when documents have been sent - direct log in back to Dot Loop vs. eEdge for quicker access hide

I like Dotloop for the ease of sending to my clients and e-sign, I don't like the contact info part.... more I like Dotloop for the ease of sending to my clients and e-sign, I don't like the contact info part. You have to have an email, or to add a company name or other names is very difficult. hide

Our favorite product/technology to train on is DotLoop. It is intuitive, ever evolving, always onli... more Our favorite product/technology to train on is DotLoop. It is intuitive, ever evolving, always online, and where ever you need to be, whether it is the PC at your desk, laptop in your home office, tablet in front of a client, or your mobile phone. It seems to have the fastest learning curve of any product we work with and we enjoy hearing people make that "ahh" sound when they have a feature actually demonstrated for them. Working with DotLoop not only as a technology trainer, but as a agent user as well lends the other perspective. Sitting in a restaurant and a document arrives in your email. You open your tablet, upload it into the loop, make the necessary edits or add signature fields, and away it goes. Personally, I've had clients of all ages and in every possible location complete and esign documents. From the 90 year old couple in New Jersey who you wouldn't think knew what a computer was to the airline pilot signing on his iPhone between flights and 2,000 miles from home (3 minutes was all it took him to sign too!). I've seen hundreds of changes and improvements in the evolution of DotLoop over the last 2 years. More than one would ever expect, but it is because they listen and learn from our feedback as to what we need DotLoop to be. ReMax, Keller Williams, Exit, and many more large companies are looking to DotLoop. We believe it is the future and eventual cause (long overdue) of the retirement of Zipforms and the other competitors out there. When was the last time you saw major improvements in Zipforms? Let alone improvements that you wanted, not ones that they forced upon you? DotLoop is here now to stay! Pun intended====>>>> GET IN THE LOOP! hide

I have been using Dot Loop since November and at first found it to be very difficult to use but like... more I have been using Dot Loop since November and at first found it to be very difficult to use but like anything new, you just have to play around with it and learn the ins and outs of the software. It is getting easier now but I still find Docusign easier to use. Dot Loop does not have the easy drag and drop features for signature places so there are times my clients sign things I don't want them to sign and if one change has to be made, it wipes out all signatures and you have to start over no matter what. The program can be convenient but they still need to work out some features that make it hard to maneuver. hide

I have written over 1200 loops in the last 3 months using Dotloop so I feel pretty well qualified to... more I have written over 1200 loops in the last 3 months using Dotloop so I feel pretty well qualified to give a review. I have been a Dotloop user for over 2 years and I could not run my business without it. Dotloop is more than eSignatures... it is a complete document management system. I have an empty file cabinet now... paplerless rocks! It's easy, saves time and money, and my clients love it. I can't wait to start using the new team product when it launches! hide

I am not sure who reviewed this product, "needs work." I find little that could be improved upon wi... more I am not sure who reviewed this product, "needs work." I find little that could be improved upon with the exception of instructions for use and alerts to accept new loops. This product allows you to upload your company contracts, edit them, insert initials boxes and signature boxes and select which of your clients need to sign. I can make the initial and signature boxes "required" so my client gets a warning that they missed something if they skipped one prior to saving and closing. I then can invite the other agent to the loop to review, edit and invite her clients to the documents for initials and signatures. From there, the whole packet or individual documents can be downloaded and emailed to title and loan officers, office managers, assistants, etc. If the company signs on, the documents can be shared with the office support staff and the entire transaction can take place without the use of a pen or paper from offer to paycheck. Dotloop also archives your transactions for 7 years so you can retrieve them if ever needed. I have managed a transaction where I was in Ohio, the buyers were in North Carolina, the sellers were in California and Afghanistan and the other agent was on vacation in Florida. We were all able to negotiate, sign and submit from our various locations without having to sit at the same table. For all I know, the other agent was wearing a bathing suit and sipping a bright yellow drink while signing docs with her client! I'm pretty sure I was in pajamas. And think of all the gas money we saved! :) hide

Looking at this from all sides - Realtor/Broker; Technology Trainer; Software Developer/Consultant; ... more Looking at this from all sides - Realtor/Broker; Technology Trainer; Software Developer/Consultant; I see a great innovative product that solves a needed problem in our industry, is fairly easy to use and train, and posied for future growth. Founder Austin Allison and his amazing team in Cincinnatti brought this great idea to market and through award winning service and innovation and rising fast. I have used DotLoop for over two years - and admittedly had a little learning curve on earlier versions but no problem now, even as I train new agents in our office to get on board quickly. Especially love DotLoopTV on Youtube for their training videos - making it look really simple! The whole transaction is contained in a Loop (transaction file for the paper-challenged). I can fill out the needed contracts with a few clicks, add any customers or vendors or agents as needed, send out for eSignatures, then onto the Office for compliance and review - all in one system with one interface. Our office and national brokerage has adopted DotLoop as our official paperless transaction solution so the transition is made easier. More national brokerages (Keller Williams, Exit Realty, Re/Max, and more) are joining in and will help make the product evolve - stay tuned! hide

DotLoop has been a great resource for my business. Since I started using the product my efficiency h... more DotLoop has been a great resource for my business. Since I started using the product my efficiency has increased. My clients have also been happy with the ease of using the e signatures. Being able to do my transaction both totally paperless or with uploads when needed, on the iPad in a diner or in the comfort of my clients home. Not driving all over to get "housekeeping" signatures. I will not do business without DotLoop ever again. Thanks again. hide

Our whole brokerage of 6 offices has gone totally paperless with the use of DotLoop. There have been... more Our whole brokerage of 6 offices has gone totally paperless with the use of DotLoop. There have been a few bumps in the road...operator error for the most part. I have to remember if I make any change...any change at all out of turn it will void all the previous signatures and they will need to resign once again. That is really a safety net to keep unknown changes from happening. The only other problem is ...not everyone is up to speed with online communication. Most of my clients love DotLoop. Only a few don't have laptop computers or smart phones. All parties to a signatory need to have their own email address. A few older Realtors will not use it...they don't want to believe in the new times. They are of the old school methods of sitting down at the kitchen table for every aspect of the contract negotiations with paper. Well the last house I listed I had my Galaxie Tab 10.1, the husband had his iPad and the wife had her lap top. We filled out all the paperwork, disclosures and signed the Exclusive right to Sell contract and didn't touch a piece of paper. It was all done on DotLoop while we all sat around the kitchen table. They thought I was the greatest thing since sliced bread. So far...I love it. Gary Rossignol Prudential One Realtors Cincinnati's Rock-n-Roll Real Estate Agent hide

It is so much more than an e-signature system but is a full blown transaction management system. No... more It is so much more than an e-signature system but is a full blown transaction management system. No need to scan and upload docs - just create them right in the system. No need to retype and re-upload a contract when negotiating. Just change the contract, it wipes out the previous signatures, highlights the changes and off it goes to the other agent for review and new signatures if the terms are acceptable. I love the ability to negotiate online. No more illegible contracts or counter offer forms. It is great that I can save commonly used special stipulations and just choose them when needed and they will populate in the form. I also love that I can give my team specific access to only listing loops or only buying loops based on their role on the team. Like everything, improvements can always be made an they are doing that constantly. The loop manager is pretty much useless, so I just skip it. Customer service is awesome!!! The only complaint I have is that I have been hounded since Family Reunion in Dallas in February to sign up for their new team solution at a $299 set up fee and an additional $200 month.... way too expensive. The need to perfect the existing system before rolling out expensive add-on's. It just takes time to learn the system. We are all running most days, no time to ever sit for a few hours and concentrate on understanding the entire system. We are always in a rush and very impatient when it does not work the first time, so that can create frustration. If you just start using it you will end up loving it. hide