Likelihood to Recommend It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Read full review In Real Estate sales and property management, Dotloop will be your best friend. When you need clients or tenants to sign a lease or a contract, sending through dotloop is extremely easygoing and keeps everything organized pertaining to what you name the loop. I think I speak for my whole office when I say that without dotloop, our lives would be a disorderly mess, and we would find ourselves losing papers and becoming confused. Dotloop really helps our office like no other and has great support along the way!
Read full review Pros Invoicing Creating online questionnaire Read full review Dotloop has a great user interface. The features that seem small but are a huge help such as automatically scrolling to where the person needs to review and sign is very creative. It has been great to be able to pull documents from the app on a mobile device to a web browser on a desktop. It is very easy to organize documents (add, remove, arrange, edit, etc.) Read full review Cons Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance. Read full review The viewing could be a bit more user friendly when opening from different types of devices. It would be nice if there was an alert that clients don't need to try to login when opening a document since they don't have an account. Read full review Usability It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Read full review The Brokers I've connected with that used Dotloop in the past have also had the same issue I had. Their relationship with "thousands" of MLS listing services is not true. No one took responsibility for not communicating this early on. Everyone just pointed the finger at other departments and did absolutely nothing to alleviate the situation. To add insult to injury, the system crashes during peak usage, making it near impossible to submit offers promptly. If requested I am more than open to provide the video showing both when the system crashes and the aforementioned issue
Read full review Support Rating It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Read full review Good support but onboard training could probably be a bit better as well as documentation. But we rarely need support as the software works flawlessly once you know how to use it. Very happy with support so far and I recommend the product.
Read full review Alternatives Considered I personally feel that Dotloop is much more organized and easier to use. It feels more efficient to use and I have noticed the majority of the people I work with are more aware of Dotloop and trust it more
Read full review Return on Investment ROI - Saves me time on creating invoices and questionnaires. Read full review Great at allowing our management to see what is going on within the office Great at quality and compliance with the submit for review function Read full review ScreenShots