Dotloop
All-in-one transaction management solution.
Overview
Dotloop, a Zillow Group company, is a comprehensive platform designed to streamline the real estate transaction process. It allows agents, brokers, and clients to share, edit, e-sign, and store documents in a single online workspace called a 'loop'. While primarily a transaction tool, its features for managing people and tasks within a deal give it CRM-like functionality for the contract-to-close phase of the business.
✨ Key Features
- Online Transaction Workspace ('Loops')
- E-Signatures
- Document Editing and Sharing
- Task Templates and Checklists
- Compliance Management
- Mobile App
- Reporting for Brokers
🎯 Key Differentiators
- Collaborative workspace ('loop') approach, where all parties can interact.
- Owned by Zillow Group, leading to strong integrations within that ecosystem.
- Simple, per-agent pricing model for the premium version.
- Strong brand recognition and wide adoption in the industry.
Unique Value: Streamlines the entire transaction process into a single, collaborative online experience, reducing paperwork and improving communication between agents, clients, and service providers.
🎯 Use Cases (3)
✅ Best For
- Creating a 'loop' for a new transaction and inviting the buyer, seller, and other agent to collaborate on documents.
- Sending offers and counter-offers for electronic signature.
- Using compliance workflows to ensure all necessary documents are completed and approved by a broker.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users needing a CRM for lead generation, marketing automation, and prospecting.
- Those who require a full back-office accounting solution.
🏆 Alternatives
Unlike systems that are just for e-signatures or document storage, Dotloop's unique 'loop' concept creates a unified and interactive workspace for everyone involved in the transaction, making it a more holistic solution for deal management.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Business+ tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: Up to 10 transactions ('loops').
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