The Heyl Group Switches to a Team Dashboard | Dotloop

Why An Expansion Real Estate Team Switched
From dotloop to dotloop for Teams

A Customer Story

Less work with easy and faster compliance

Clint Muhlenberg, VP of Finance & Administration at The Heyl Group, shares how admins of this expansion team eliminated the pain of having to juggle multiple agents’ login information and simplified compliance by implementing a team dashboard.



While dotloop for Teams tackles many obstacles today’s real estate teams face, The Heyl Group was laser-focused on eliminating 3 that absorbed countless hours from their admins:

  1. Handling login information for each individual agent
  2. Having visibility into transactions
  3. Collaborating with agents across the country

With their team dashboard implemented, admins were able to not only toggle between agent profiles without having to log out but also create custom compliance workflows to speed up the review process with easy collaboration.

“Our admin team was having to remember a lot of agents’ usernames and passwords… When we switched to the Team platform it was a night and day difference for the workload it took off of our admin team and the headaches that came with not having that type of system in place.” -Clint Muhlenberg, VP of Finance & Administration

The Heyl Group

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