En savoir plus sur dotloop

Dotloop remplace vos systèmes autonomes de création de formulaires, de signature électronique et d'immobilier par une plateforme tout-en-un qui vous permet de travailler plus intelligemment, d'accélérer les transactions et de rationaliser votre activité avec une visibilité en temps réel de vos transactions.

Dotloop fournit aux courtiers en gestion et aux chefs d'équipe les outils nécessaires à l'optimisation du potentiel de leurs agents et de l'ensemble de leurs activités.

Visibilité en temps réel : avec des outils de reporting tels que les graphiques dotloop et Report Builder, les responsables immobiliers peuvent mesurer efficacement les performances individuelles et commerciales afin de prendre des décisions selon les données.

Conformité efficace : dotloop est aussi flexible que nécessaire avec des flux de travail personnalisés construits autour de vos processus existants.

Des transactions clé en main : grâce à des fonctionnalités telles que les modèles Loop, les courtiers et chefs d'équipe permettent à leurs agents d'offrir une expérience client cohérente qui génère davantage d'activités de référencement.

Outils de marque : la possibilité de personnaliser dotloop avec votre logo et vos couleurs signifie que votre marque se trouvera au premier plan tout au long de la transaction.

Stockage dans le cloud : minimisez les coûts de stockage des documents et supprimez les tâches superflues pour gagner du temps et de l'argent.

Options de tarification dès :

31,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Les 5 meilleurs logiciels similaires à dotloop

Clients types

  • Auto-entrepreneurs
  • Petites entreprises (de 2 à 50 employés)
  • Moyennes entreprises (de 51 à 500 employés)
  • Grandes entreprises (500 employés minimum)

Déploiement

  • Basé sur le cloud
  • Sur site

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Options de tarification dès :

31,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Les 5 meilleurs logiciels similaires à dotloop

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Fonctionnalités

Nombre total de fonctionnalités pour dotloop : 63

  • API
  • Alertes/Notifications
  • Application mobile
  • Archivage et rétention
  • Authentification
  • Authentification unique
  • CRM
  • Champs personnalisables
  • Chat et messagerie
  • Collaboration en équipe
  • Contrôle du processus d'approbation
  • Contrôles/Permissions d'accès
  • Examen de documents
  • Fonction de glisser-déposer
  • Formulaires personnalisables
  • Formulaires web
  • Gestion de la communication
  • Gestion de la conformité
  • Gestion de versions
  • Gestion des agents
  • Gestion des audits
  • Gestion des contacts
  • Gestion des contrats/licences
  • Gestion des documents
  • Gestion des flux de travail
  • Gestion des formulaires
  • Gestion des listings
  • Gestion des modèles
  • Gestion des pipelines
  • Gestion des transactions
  • Gestion des transactions
  • Gestion des tâches
  • Historique des transactions
  • Importation et exportation de données
  • Intégration CRM
  • Intégrations de tiers
  • Mesure des performances
  • Modèles de documents
  • Modèles personnalisables
  • Notifications en temps réel
  • Outils de collaboration
  • Partage des fichiers
  • Piste d'audit
  • Projections
  • Rappels
  • Rappels par e-mail
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Recherche/Filtre
  • Saisie de signature mobile
  • Signature de plusieurs parties
  • Signature électronique
  • Signature électronique
  • Stockage de documents
  • Stockage sécurisé des données
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Suivi des statuts
  • Synchronisation de données
  • Sécurité SSL
  • Tableau de bord d'activités
  • Workflow configurable

Alternatives

DocVerify

4,5
Alternative n° 1 à dotloop
DocVerify est une plateforme qui prend en charge les services de notarisation électronique et de notarisation à...

TOP PRODUCER

3,5
Alternative n° 2 à dotloop
Top Producer CRM est un système de CRM immobilier qui permet aux utilisateurs de gérer leurs clients dans tout le...

DigiSigner

4,8
Alternative n° 3 à dotloop
Documents et modèles illimités, stratégie de marque personnalisée, liens de signature et fonctionnalités d'équipe pour...

Signable

4,8
Alternative n° 4 à dotloop
Signable est un logiciel de signature électronique sur le cloud qui permet aux entreprises d'envoyer des documents...

Avis

Note globale

4,7 /5
(586)
Rapport qualité-prix
4,6/5
Fonctionnalités
4,6/5
Simplicité d'utilisation
4,5/5
Support client
4,6/5

Vous avez déjà dotloop ?

Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

5 avis affichés sur 586
Bryan
Note globale
  • Secteur d'activité: Immobilier
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Dotloop is better for the agent than for the person signing.

Publié le 03/02/2022

Some quirks. Such as if you fill out a contact within the loop, then dotloop will only remember...

Some quirks. Such as if you fill out a contact within the loop, then dotloop will only remember the name and email outside of that loop. If you want that contact to be in your system with all their info, then you need to exit the loop, go to contacts, fill out the date, and press ok once and then when the screen refreshes then press save. If you don't press this twice, you won't save the data. But at least when you do this, then all the data for the contact will save. Why this is so and so convoluted, I have no idea. But it's been like this for almost a decade and I've asked about it.

Avantages

Much easier to use than zipforms and docusign for the agent.

Inconvénients

Signing for the buyer or seller not near as easy as docusign. There you just press start and it takes you to the next place to sign. Then you click finish. All done. With dotloop the signer must scroll and search for the proper places to sign or fill out. So this is more prone to unfilled documents than with docusign. Also, dotloop doesn't offer the simple date function that fills out the date when it's signed like docusign. You must manually choose a date and if the date is tomorrow when they sign and you filled out today then you have lost time for their termination option because it started when i filled out the date rather than when the customer signed. And because it is hard to get signers to fill out fields, it's almost impossible to get the signer to fill out the date, so it's easier just to guess and fill out the date you think they'll sign.

Maryann
Note globale
  • Secteur d'activité: Immobilier
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

The top choice for electronic record management, transaction management and storage.

Publié le 05/08/2021

I love dot loop for the ease of use for both the customer and the business owner. It is easy to...

I love dot loop for the ease of use for both the customer and the business owner. It is easy to navigate and is available whenever I need to access it. I especially like that I can access it using my phone.

Avantages

The software is easy to use with end users able to use the system within a very short period. The learning/educational resource is extensive and the support is available whenever I need them. The Dot Loop support team are very knowledgeable, and guide me through all my questions and needs. This system can be accessed from anywhere including through a phone app 24/7. Additionally records are secure and meet compliance regulations for record management. Ability to customize forms, make templates of frequently used documents, pull reports and more make this a smart choice for businesses.

Inconvénients

Cost is a little high as compared to other electronic systems. Also adding additional users is possible but I wish the pricing were a bit lower if we are already and established user.

Jessica
Note globale
  • Secteur d'activité: Immobilier
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Keeping me and my clients in the loop!

Publié le 25/12/2020

Of all the real estate technology, software, tools, apps available and there are thousands I’m...

Of all the real estate technology, software, tools, apps available and there are thousands I’m sure, Dotloop is by far my most important tool as a real estate agent. When I first started my real estate career I literally had no idea what documents I needed to complete. My brokerage offered dotloop to all its agents. So I added my first loop, selected the option for residential seller, and voila—all the forms that I needed to have complete were right there in front of me. Had I not had dotloop, I would not have been able to complete that first deal on my own. I had never been shown what paperwork was needed. And it was so easy to use. Everything I needed was right there and so easy to use. I have since changed brokerages and dotloop made the swap super easy. I’m a bit of a tech geek and want to know all the features a software provides. So I always check for user manuals. And I loved that they offer a PDF manual. I later learned about the Certified Looper Course. I enrolled and completed the course and received my certification. The tips and tricks I learned in this course had saved me countless hours managing my transactions. I can’t say enough good things about this software. It’s my most important tool.

Avantages

Most liked features include: Ease of use for user and their clients; secure; ability to add new interactive forms; export client contact information; integration with Zillow, Gmail, etc.; Co-Op docs; AUTOFILL;

Inconvénients

A feature that I would like to see added is within each loop you have a calendar tab that you can select. Once selected you see 3 full calendar months- the entire current months calendar, previous month and following month. You can toggle back to previous months or ahead to future months. The calendar shows all the key dates related to that loop both past and present. It pulls all the key dates from all the forms within the loop to give you a birds eye view of deadlines, expirations, etc. For example, a buyer loop would show the date offer was made, offer expiration date and time, offer accepted date, inspection period from start day to final day, anticipated closing date, financing contingency dates, extension periods, final walkthru date, Date of appraisal, Warranty start and end dates, etc. The system would provide you and your client with email and or text alerts for upcoming or expired dates. One click and you see a 3 month view of all the key dates for that loop.

Josh
Note globale
  • Secteur d'activité: Immobilier
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

Making Transaction Management Manageable

Publié le 18/10/2019

As mentioned above, Dotloop allowed our small team to transition away from paper-based processing...

As mentioned above, Dotloop allowed our small team to transition away from paper-based processing to a fully digital solution. Our team was able to closer over 100 transactions per year with a single adminsitrative transaction coordinator thanks to its templates and task tracking systems.

Avantages

Dotloop has a clean, intuitive interface (especially after their most recent design update). It helped our small team clear over a big hurdle of allowing our ops team to efficiently manage transactions while simultaneously allowing our agents to check on progress with as little friction as possible. Dotloop made it possible for our team to finally forego paper files and transact fully in the cloud.

Inconvénients

Despite multiple attempts, our team never really trusted the more complex features of Dotloop (individual user permissioning in particular). Whether user or system error, we had several instances where non-team users were seeing notes, documents, or contact information they should not have seen. As a result, we used Dotloop for internal processing only, which means we had to look elsewhere for client-end solutions.

Alternatives envisagées 

TOP PRODUCER

Pourquoi choisir dotloop 

Top Producer is an old piece of software, and the age showed around the time we switched to Dotloop in 2017. We attempted to use Top Producer's transaction management solution, but it just wasn't up to par with what Dotloop was offering (either in feature set or usability).

Logiciel antérieur 

TOP PRODUCER

Pourquoi passer à dotloop

Dotloop came highly recommended by other brokers in our firm. In addition, Dotloop seemed (at the time) to be the most standalone product—the other options required us to change our workflow to fit their system, as opposed to their system conforming to our way of doing business. Dotloop was much more flexible in this regard.
Renee
Note globale
  • Secteur d'activité: Immobilier
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

Great for teams & assistants

Publié le 24/09/2019

Dotloop helps us stay accountable, dependable, and flexible with streamlined systems.

Dotloop helps us stay accountable, dependable, and flexible with streamlined systems.

Avantages

We are a team of three agents and one assistant. We work remotely most of the time and our assistant works from home. Dotloop helps us to all stay in the 'loop' with new listings and sales. We are able to work from anywhere with an internet connection. The phone app allows us to work without a computer! We have the ability to set up custom templates with all of the documents we want each agent to use during all listings and sales. It also integrates with our CRM for easy importing of contacts.

Inconvénients

The app could use some additional features but the lacking features are definitely not enough of a hindrance to keep us from using it on a daily basis.

Réponse de dotloop

Hi Renee -- thanks for leaving us such a wonderful review! It's great to hear how the mobile app is helping your team manage your transactions.

And we're thrilled to hear that you're connecting dotloop to your CRM to streamline the transaction management flow. Helping you integrate with other real estate software is a priority here, and your review reaffirms the work we put into our API efforts and partnerships.

Thanks again Renee!

Afficher 5 avis sur 586 Lire tous les avis

dotloop - FAQ

Voici quelques-unes des questions fréquentes sur dotloop.

Types de licences disponibles pour dotloop :

  • À partir de: 31,00 $US/mois
  • Type de licence: Version gratuite, Abonnement
  • Essai gratuit: Non disponible

Utilisateurs habituels du logiciel dotloop :

Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Langues dans lesquelles dotloop est disponible :

anglais

Appareils pris en charge par dotloop :

Android (mobile), iPhone (mobile), iPad (mobile)

Applications s'intégrant à dotloop :

Big Purple Dot, BombBomb, BrokerSumo, CINC, CXMEngine, Chime, Cloze, Constant Contact 1, Contactually, Dropbox Business, Emphasys, Follow Up Boss, Gmail, Google Calendar, Google Contacts, HomeBinder, LionDesk, Loft47, Mailchimp, Market Leader Professional, Microsoft Outlook, MoxiEngage, Notarize eSign, Operations Hub, PreApproved Renter, Propertybase Salesforce Edition, QuickBooks, Real Geeks, Realvolve, SweepBright, Zapier, Zipi, Zurple, iBroker

Ressources d'aide disponibles pour dotloop :

Service client/e-mail, FAQ/forums, Base de connaissances, Support téléphonique, Support 24/7 (réponse directe), Chat

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour dotloop.