Transaction Management for JPAR
An Exclusive Benefit for All JPAR 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
As a real estate team leader or transaction coordinator, you gain real-time visibility into your business through built-in reporting and instant notifications for updates on the status of any transaction with one log in, one screen.
“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
Team leaders love dotloop’s Task Templates, which provides customizable to-do lists for faster transacting and improved compliance. Agents and admins can create their task lists, and assign with due dates.
“My favorite feature: the ability to assign tasks to members of my team.”
Tag and Track Lead Sources
Maximize budget allocation by easily tagging transactions with the lead source and create reports that tell you which channels are generating quality leads.
“I can tag a loop with the lead source. Then, I can run reports based on that tag, helping us know which leads are working.”
Submit for Review
Create custom workflows to notify the right people when a deal is ready for review. It’s the easiest way to ensure compliance in transaction management.
“When we started adding up those hours and looking at what it was costing us over the entire month, it was actually cheaper for us to go all-in with dotloop for Teams so our admins didn’t have that log-in, log-out lag time.”
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.
1,200+ Agents Sign-up for Dotloop Each Month
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Unlimited Transactions Create as many transactions as you want. With dotloop Select you don't have to worry about limits. -
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.
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Secure and Legal eSignatures Choose the solution trusted by banks, brokerages, and hundreds of thousands of professionals.
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In-Person Signing Easily have clients eSign from your mobile device or computer.
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Secure Storage Bank-grade encryption. World-class protection. Verified by 3rd party auditors.
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Mobile App Access dotloop on the go from iOS or Android devices.
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Task Templates Setup your own reusable task lists.
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Easy-Offer Links Easily share secure, public links to a set of offer documents for any of your listings.
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Include PDF Attachments Include a PDF version of any document when sharing with others.
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Document Scanner The dotloop app turns your phone into a mobile scanner - converting pictures into editable PDFs.
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Add-to-Team Provide same-level access to other people within a specific transaction.
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VIP Phone and Email Support Phone and email support 7 days a week. Extensive knowledgebase with instant answers.
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JPAR & Association Forms Custom JPAR documents (like sale closing reports for example) and association forms are pre-loaded and can be auto-filled with information for you.
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Robust Document Editor Quickly fill out PDFs you upload or load in some of our ready-to-use templates.
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MLS and Association Feeds Dotloop has partnered with 150+ local and state associations to provide you with comprehensive forms coverage in addition to hundreds of MLS feeds.
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Audit Trail Stay compliant with a complete record of every action taken during the transaction.
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SMS Texting Communications Edit, share, view and sign documents via text with full tracking of all activity.
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Document Templates Setup your own reusable documents. Save common contract clauses to save time.
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Split and Rotate PDFs Have one massive file with multiple pages? Upload it to dotloop and easily split it into separate documents.
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Real-Time Notifications Stay in the loop with instant email and push notifications that can be customized.
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Integrations with 65+ Apps Connect dotloop with over 65 real estate platforms through seamless integrations.
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Clause Manager Store commonly used real estate contract clauses and save time.
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Online Faxing Easily fax documents directly from dotloop.
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Reporting Full visibility into your business with real-time reporting.
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 JPAR’s office managers to make creating transactions faster and more custom.
- Custom JPAR documents (like sale closing reports for example) are pre-loaded and can be auto-filled with information for you.
- JPAR’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 JPAR, and they will pro-rate your 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.
