Best Real Estate Transaction Management Software
Dotloop is an end-to-end real estate transaction management software designed to streamline collaboration by consolidating compliance, storage, form editing and digital signatures into a single platform.
Committed to the Success of Your Brokerage
Transaction management is more than eSignatures and forms. We’re committed to helping you reach your business goals and create a long-term partnership by supporting you, your transaction coordinators and your agents.
Meeting All Your Transaction Management Needs
Supporting 500,000 monthly active real estate professionals
Track deals and grow your brokerage
With robust reporting tools, brokers have full visibility into their business, from deals that are under contract to measuring individual agent performance.
Recruit agents with leading technology
Dotloop helps agents streamline transactions by bringing eSignatures, documents and storage into a single mobile app (available for iOS and Android).
Compliance made easy and fast
Simplify compliance for transaction coordinators with automated workflows and custom task management that will help you speed up the document review process.
Transaction templates your agents will love
Save time and keep agents compliant with listing and buying transaction templates that contain all the required forms, people and checklists.
Extensive licensed forms coverage
In addition to a robust document editor, dotloop partnered with over 180 local and state associations to provide you with comprehensive forms coverage.
Integrate your CRM and accounting tools
With over 75 integrations, you can seamlessly connect your CRM, accounting and marketing platforms to your transaction management software.
Chosen by 7,000+ Real Estate Brokers
Last year, over 1,900 real estate brokerages and teams switched to dotloop
Top Real Estate Brands Trust dotloop
Questions From Other Brokers
FAQs about our real estate transaction management software.
How can dotloop help me expand my brokerage?
Dotloop is an ideal solution for growing real estate brokerages with multiple offices and locations - especially across states. That’s why so many brokerages and agents use our transaction management software to stay connected with their transaction coordinators, clients and other agents.
Does dotloop integrate with CRMs and other software?
Yes, our transaction management software integrates with more than 75 leading real estate platforms including CRMs, marketing, accounting and other backend systems to sync data, fuel reporting and perform useful functions like creating 1099s.
For a full list of our integrations, visit dotloop.com/integrations/directory/.
How can dotloop help me streamline compliance?
With dotloop, real estate brokers and transaction coordinators can simplify and accelerate the compliance process with features like:
Tell dotloop who, what and when needs to happen based on the transaction type or stage. For instance, as soon as a transaction goes under contract, you can set up logic in dotloop to notify you or anyone on your team to start the review process.
Imagine if you could ensure that every time your agents start a transaction, all the required documents, people and tasks are automatically added without having to remind them.
Dotloop gives you the power to create templates for each type of transaction (listing, buying, renting, etc.) so agents don’t have to spend time setting up documents and transaction coordinators can speed up compliance.
To ensure that your brokerage is always protected and compliant, dotloop’s activity log tracks every action taken throughout the entire deal. Know with confidence who did what and when, so you can rest easy in case of an audit.
Is there an onboarding process for my brokerage?
Yes! We know implementing a new transaction management software can be intimidating. After 10 years of working with thousands of real estate brokerages from across the country and of all sizes, our onboarding process has proven to drive agent adoption and overall business growth. And the numbers speak for themselves - 98% retention rate and 93% customer satisfaction rate tell us that our customers love dotloop.
Dedicated Success Manager
When you become a dotloop Business+ customer, you will have access to a dedicated Success Manager which will not only create a custom onboarding process for your brokerage but will be a strategic resource throughout our partnership. Your Success Manager will support your business goals and help your agents get the most out of the tools you provide.
From launch, you and your agents will have instant access to a wide variety of training resources:
- Free online webinars
- An on-demand video library
- Detailed support articles
- Online certification programs
- CE courses and more
Our support team will be available to assist you and your agents 7 days a week. And as a dotloop Business+ customer, you have unlimited access via phone, email and chat.
If you want to know more about our onboarding process connect with one of our business consultants today.
Can dotloop make my proprietary forms interactive?
Absolutely! In addition to instantly having access to over 180 MLS feeds and association form libraries, our team will make your brokerage documents interactive so they can be added to your templates and agents can easily autofill them at the click of a button.
A true real estate transaction management software should give you the ability to create, share, eSign and store documents - at the very least.