Overall Satisfaction with HotDocs
Hot Docs is the engine. We use it for real estate forms. It makes it easy to generate a group [form] based on the same transaction.
- It allows you to fill a form OR to use the Q&A approach.
- It takes a particular fact pattern and applies it over several forms.
- It does not allow an edit to a form to be saved. If you edit a form and close out, you have to start all over again.
- It should fill in certain items that are usually the same , with an allowance for revising if necessary.
- Lender credit cannot be shown as a "minus" on the closing disclosure , even though it is supposed to be.
- There needs to be a signature line on the Seller Closing Disclosure.
- It is not compatible with the newest version of WordPerfect (X9).
- It makes it easy to fill out the form.
- I really only use it for the one form, it doesn't do as well with the other forms.
There used to be a product called Easysoft but I didn't like it as much - I might look at it again.
Do you think HotDocs by CARET delivers good value for the price?
Not sure
Are you happy with HotDocs by CARET's feature set?
Yes
Did HotDocs by CARET live up to sales and marketing promises?
Yes
Did implementation of HotDocs by CARET go as expected?
Yes
Would you buy HotDocs by CARET again?
Yes
Evaluating HotDocs and Competitors
- Vendor Reputation
I would evaluate all similar software.
HotDocs Implementation
- Implemented in-house
Change management was minimal
- Doesn't interface with WordPerfect X9, our word-processing software.
HotDocs Training
- no training
Easy to learn.
HotDocs Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Immediate help available Support understands my problem | None |
Yes - It comes with the package - you have to pay for a "subscription" annually.
Yes - A long time ago I assisted the developer with debugging.
Twice. Once, right before a real estate closing, I had left the form open on my computer, the computer shut down and the program wouldn't launch - I called product support, in a panic, and they got me up and running before the clients showed up.
Second time - right after purchasing new Windows 10 computers, we couldn't install the software because it was not compatible with our new WordPerfect X9 software so they had to do a work-around.
Using HotDocs
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Quick to learn | None |
Upgrading HotDocs
Yes - Must upgrade every year.
- None.