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.
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.”
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.
“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.”
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.”
Additional Features & Benefits
Have the flexibility you need to create all the transactions you need.
You’re always on-the-move and having the ability to edit, eSign and share contracts from anywhere, wins you deals.
Connect with real estate experts 7 days a week through email and phone.
Stay compliant by having a detailed history of every email sent, document signed, person added and more.
Increase efficiency with features like a Clause Manager, digital faxing and more.
Access a library of product tutorial videos to learn on-demand, on your time.
