Dotloop is presented by the vendor as an all-in-one real estate transaction management solution that gives brokers and teams full visibility into their business and empowers agents to close deals. It is now a property of Zillow (acquired 2015).
$29
per month
monday.com
Score 8.4 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
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!
The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.
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.)
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
Subtasks don't show on the individual users to-do list, only main level tasks
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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
I give monday.com a 10/10 because I almost never encounter any lag or connectivity issues despite all of the many templates, boards, and automations we have. As a matter of fact, I feel like the last issue I encountered was over a year ago... and I'm in monday.com every single work day. Not only is monday trustworthy, it is easy to find what I'm looking for... making the overall usability extremely hard to beat.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
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.
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
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
monday.com is simpler and easier to grasp, apply and navigate than ClickUp, but the ClickUp free version has so much more functionality available than the monday.com free / low-cost options (sorry, but it's true!). Google Tasks is really simple and I shouldn't really compare them - it's just really nice to be able to see my tasks right next to my Google Calendar or Gmail (widget) - the "all on one" view on the screen is really nice ease of access, but the power of monday.com outweighs the nice-to-have of an all-in-one screen layout - it feels clumsy to bring in all my Calendar items from Google to monday.com, so an integration app to the Google screen where you can see monday.com tasks would be amazing.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
