Transaction Management for HomeSmart Connect

An Exclusive Benefit for All HomeSmart Connect Agents

Access forms, e-sign, share, store/close deals quickly from one spot.

Document and Transaction Templates

Save time and stay compliant using pre-loaded and pre-filled out listing and buying transaction packets that contain all of the required forms, people and checklists needed to manage a transaction from contract to close.

“Dotloop’s templates is where the real power lies, in that it will help you quickly and efficiently create a correct contract, or any document.

Laura Malec, Real Estate Agent
Laura Malec
Real Estate Agent

document templates

Texting real estate contracts

Share, Edit and eSign Documents via Text

Dotloop’s text Messenger prompts a faster response and helps you stay compliant thanks to exportable conversations.

“During one transaction, the client said they didn’t receive anything via email — so I sent the docs a second time through Messenger. He immediately jumped on it and signed on his phone. I submitted it and closed the deal.”

Tanya Smith, Real Estate Agent
Tanya Smith
Real Estate Agent

Easy Transaction Monitoring

Gain real-time visibility into your business through built-in reporting and instant notifications for updates on the status of any transaction.

Part of a team? Check out dotloop for Teams.

“I love the ability to be on top of everything that’s going on at all times and where my team’s at with certain transactions.”

Alex Venditti, Real Estate Team Leader
Alex Venditti
Team Leader

monitoring real estate transactions

real estate task management

Custom Task Templates

Dotloop’s Task Templates provide customizable to-do lists for faster transacting and improved compliance.

“My favorite feature: the ability to assign tasks to members of my team.”

Adam Parent, Real Estate Team Leader
Adam Parent
Team Leader

Additional Features & Benefits

real estate transaction templates
Unlimited Transactions

Have the flexibility you need to create all the transactions you need.

mobile solution for agents ands brokers
iOS and Android Apps

You’re always on-the-move and having the ability to edit, eSign and share contracts from anywhere, wins you deals.

Information
Phone + Email Support

Connect with real estate experts 7 days a week through email and phone.

storage and audit trail
Audit Trail

Stay compliant by having a detailed history of every email sent, document signed, person added and more.

real estate transaction management software
Advanced Features

Increase efficiency with features like a Clause Manager, digital faxing and more.

dotloop videos
Videos

Access a library of product tutorial videos to learn on-demand, on your time.

Frequently Asked Questions

What are the differences between dotloop Premium and dotloop Select?

Dotloop Select includes all of the same features as dotloop Premium plus the following additional benefits:

  • Transaction templates have been customized by HomeSmart Connect’s office managers to make creating transactions faster and more custom.
  • Custom HomeSmart Connect documents (like sale closing reports for example) are pre-loaded and can be auto-filled with information for you.
  • HomeSmart Connect’s affiliated partners will be added to every transaction to make it easier for you to introduce them to your clients.
  • Dotloop Select only costs $15 per month (must sign up for a yearly subscription) while dotloop Premium costs $29/mo.

If I sign up for dotloop Select, what will happen to my existing dotloop Premium account?

After you sign up for dotloop Select, a new profile will be created. You’ll still have access to your existing Premium profile, and the loops you were working on will still be accessible in that profile, BUT you will use your new dotloop Select profile to create new loops moving forward.

If I’m already paying for dotloop Premium on a month to month basis, should I cancel my current payment?

You don’t have to cancel your dotloop Premium account, we’ll do it for you.

If I have already paid for a year of dotloop Premium upfront, can I get a pro-rated refund?

Yes, email support@dotloop.com, let them know that you are signing up for dotloop Select with HomeSmart Connect, and they will process your pro-rated refund.

I’m an office manager. How can I request changes to my office’s setup?

All requests should be sent to your office manager, who will coordinate with their dotloop Success Manager.

 

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