Instead of juggling multiple versions of the same document, dotloop’s collaborative workspace – known as a “loop” – gives agents and clients access to the most current version. Loops make editing, sharing, and e-signing a breeze.
Automatic audit trails with our patented VersionNowTM technology, which securely embeds signatures and tracks all document changes; automatic storage with bank-grade encryption.
Easy-to-read visuals give real-time visibility and insight into your business, making it easy to troubleshoot inefficiencies or celebrate wins.
Seamlessly integrate dotloop into your workflow with one-click sign on, and with your accounting and CRM systems with flexible APIs.