Opening a new brokerage, we tried to find a system for organizing documents. We liked that dotloop was user-friendly, had capabilities for team use, and kept our team accountable for documents needed to close our trades. We used it for over a year, only stopping because we closed the brokerage. Review collected by and hosted on G2.com.
The only downfall to dotloop was that sometimes our clients didn't have separate emails to sign with (shared family email address) so we would have to help them create a new email address at our appointments. Review collected by and hosted on G2.com.



