Professional Services For Real Estate Experts | Dotloop

Save Time by Making Dotloop's Experts an Extension of Your Team

Dotloop PRO Services. Your Helping Hand.

Benefit from a variety of add-on services for:
  • Complex field calculations
  • Custom workflows and Loop templates
  • Guided help for integration set-up
  • Expedited turnaround on service and support requests

Professional Services

Get a free 5-min consultation, today!

We'll Do The Heavy Lifting

Every brokerage and team has unique business needs but they don't always have the time or resources to execute. That's where dotloop PRO comes in.

Field Calculations

Field Calculations

Field Calculations are similar to formulas found in spreadsheets. They’re commonly used in: Buyer/Seller Estimated Net Sheets, Commission Disbursement Requests/Authorizations, and Purchase/Sales Contracts.

Custom Workflows

Custom Workflows

Custom workflows allow agents to click one button to submit their transaction documents to an admin/broker for review and give brokers/admins the ability to see everything that is happening with their agents.

Loop Templates

Loop Templates

Loop Templates, available for Teams and Business+ users, save time by allowing users to control the people, documents, and task lists that are auto-added when loops are first created, as well as what documents and information are required before review.

Expedited Service/Support Completion

Expedited Service/Support Completion

Gain access to a VIP queue, which is like a “fast pass” at an amusement park where you bypass the long lines, to get expedited turnaround on support requests and buildouts of new documents and forms.

Guided Integration Set-up

Guided Integration Set-Up

To seamlessly connect your tech stack, get access to a dotloop Expert to help you take advantage of dotloop’s API and Single-Sign-On. (Note: This does not include development resources, it only provides a dedicated resource for your development team to set up and troubleshoot integrations.)

Custom Training

Custom Training

As a dotloop Pro subscriber, you can book online group training sessions with a dotloop instructor. We have several standard training sessions available to include basic agent transaction management, agent advanced topics, and admin best practices. Training sessions can also be customized to suit your needs.

Video of dotloop's digital HR onboarding solution for real estate brokerages and teams

Included with dotloop PRO Digital HR Dashboard

Virtually onboard new real estate agents with a fully digital HR dashboard. Reduce costs, improve tech adoption, streamline the signing and sharing of onboarding forms, and empower admins to standardize the process with custom checklists.

  • Create digital onboarding packets
  • Use checklists to instill accountability
  • Automate a seamless onboarding experience

Watch Recorded Demo

Frequently Asked Questions

How is dotloop PRO different than Success?

Dotloop PRO services provide custom work done for you, as well as VIP access to the front of the line for support requests. Success, on the other hand, provides you with the know-how to do the work yourself.

Can I customize my dotloop account myself?

Absolutely. If you want to do the work yourself, check out our resource center for help.

Will you build our APIs as part of dotloop PRO?

No. Dotloop PRO will offer guided API/SSO help, but you will be required to bring a developer to the table to do the actual work.