dotloop Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Store, manage and track all forms in a centralized location

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and manage expiration of various items including products, warranties, licenses, and contracts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Store and manage online video content

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Share documents with different users to collect multiple signatures

Digitally sign online documents

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Manage contact details and communication with clients

Digitally sign online documents

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Streamlines and automates any GL/AR/AP or other accounting processes, as well as generates financial reports regarding broker agent activity

For effectiveness, provides or facilitates integration with property management, real estate marketing, real estate CRM, and MLS software

Automates the administrative and operational tasks of real estate brokers

Draws insight from financial and compliance data to facilitate the development of specific and distinct commission plans

Assesses compliance adherance and risks of transactions, listings, commissions, and other services

Provides tips, tricks, and insight into real estate market trends

Builds and maintains inventory of listings, property information, and client contact information

Provides an industry-specific CRM module that is tailored to the workflows and needs of brokers

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Tracks listings, closing rates, and overall pipeline information

Tracks and analyzes the performance of individual real estate agents

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track interaction history by documenting conversations for contacts

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Import and export data to and from software applications

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-made examples and templates for emails

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Set up connections to third-party platforms to improve business processes

Private online space that lets businesses securely share documents and provide information access to clients

Alter the layout and content of reports

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create and send email blasts/campaigns

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Verify the identity of users/devices to enable secure access

Protect sensitive data for digital privacy

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Allow users to access multiple services after entering their login credentials once

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Convert data into a code for security

Digitally capture and store a person's handwritten signature

Convert documents and images into editable file formats

Assemble applications and processes by dragging over and arranging pre-built components

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Allow multiple team members to edit and work on the same document

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Customize data fields to support various needs and use cases

A collection of records that can be retrieved based on specific queries

Matrix barcode that stores information

Extra layer of security that requires not only a password and username but also something specific to that user

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Receive data and information in real time

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A way for institutions and businesses to check the age of their customers/clients.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Securely stores data to prevent data loss or breaches

Set up computers on location to help users sign waivers on-site

Import and export data to and from software applications

Capture photos for any type of use case

Capability of a software or system to make decisions and perform actions based on specified conditions

Pre-designed layouts that can be customized to match preferences and requirements