dotloop

Overview

dotloop is real estate transaction management software for agents, brokers, transaction coordinators and clients working from offer to close. It is best suited to real estate professionals who want documents, signatures and transaction tasks in one workflow. The free plan is a useful starting point, but its 10-transaction ceiling makes plan choice important as volume grows.

Founded in 2009, dotloop is based in Cincinnati, Ohio. Its mix of document tools and transaction controls is more specific to real estate work than a signing-only tool, while business features are aimed at teams and brokerages.

For a broader category comparison, see Real Estate Transaction Management Software.

Key features

Document editing, sharing, storage and e-signatures sit alongside task lists, so agents can keep paperwork and transaction work together. Reusable templates, PDF splitting and rotation help prepare documents, while task templates support repeatable processes. That combination is useful for coordinating transactions; someone who only needs to send agreements for signature may not need the wider workflow.

Transaction activity audit trails and approval workflows add oversight. Business plans add automated compliance workflows, reporting, custom branding and real-time transaction visibility, making them more relevant to organizations managing work across agents than to an individual professional.

The iOS and Android apps can scan pictures into editable PDFs, a practical option for capturing paper documents while away from a desk. Dotloop also lists more than 75 real estate platform integrations across CRM, marketing, back-office and accounting tools, including BoomTown, Market Leader and QuickBooks.

Dotloop describes its backup as protected by bank-grade encryption; business plans’ secured backup is verified by third-party auditors. Premium includes VIP phone and email support seven days a week. Team and broker plans list phone, chat and email support seven days a week, plus a dedicated success manager among their business features.

Pricing

The free plan costs nothing and supports up to 10 transactions. It includes document editing, sharing, e-signing, storage and task lists, making it a sensible fit for low-volume use. The cap is the key trade-off: agents who exceed it need a paid plan.

dotloop Premium costs $34.99 a month, billed $34.99/month, and includes unlimited transactions for individual agents. It removes the free plan’s transaction ceiling, but is not the team or brokerage option for readers who need organization-wide visibility and controls.

dotloop for Teams and dotloop Business+ both use custom pricing (Contact Us). Team and broker plans list phone, chat and email support seven days a week. Business plans add reporting, custom branding, real-time transaction visibility and a dedicated success manager; broker plans also include multi-office compliance. These plans fit organizations that need oversight and compliance features, but require contacting dotloop for pricing rather than choosing a published monthly rate.

Platforms

dotloop is available on the web, Android and iOS. The mobile apps’ picture-to-editable-PDF scanning gives field users a way to bring paper documents into the workflow.

Who it's for

Individual agents handling up to 10 transactions can start with the free plan; agents with higher volume have a clear step up to Premium’s unlimited transactions. Teams and brokerages should consider the custom-priced plans when reporting, transaction visibility, branding or compliance matter. It is less compelling for readers who need only a signing tool or who cannot justify a paid plan once they outgrow the free cap.

Pros and cons

• Pros: Documents, signatures, task lists, templates and audit trails are brought into a single real estate transaction workflow.
• Pros: The free plan includes core document and task functions for up to 10 transactions, while Premium removes that cap for individual agents.
• Pros: Business plans add compliance and oversight capabilities, including multi-office compliance for broker plans.
• Cons: The free plan’s 10-transaction limit can force a plan change as an agent’s volume increases.
• Cons: Team and business pricing is custom, so organizations cannot compare those plans by a published rate.

Alternatives

Choose Brokermint if its listed accounting, agent billing, next-day ACH payments, onboarding, multiple-office support, CRM integration and API access better match brokerage operations; its Professional plan has no published price.

Jointly is another transaction-management option, with a Starter plan that is free for 7 deals and then $9/month for single agents, or a $49/month Pro plan for high-performing agents.

Paperless Pipeline may suit buyers who prefer a month-to-month plan with unlimited users and storage: its plan for up to 5 new transactions/month costs $69 a month and it offers a free trial.

Consider DocuSign eSignature if you want a dedicated agreement-signing option rather than a real estate transaction workflow; it has a free plan and a free trial.

AFrame, Backhouse, BrokerageBox and Form Simplicity are also alternatives in this category.

Verdict

dotloop is a strong fit for agents who want transaction documents, e-signatures and task coordination together, with a free tier for modest volume and unlimited transactions on Premium. Look elsewhere if you need a published team or brokerage price, or if your work calls only for agreement signing rather than broader transaction management.