dotloop

Start your deal by opening a loop and pulling in the property details. Add everyone who needs to participate—buyer, seller, co-op agent, attorney, lender—and set what each person can see or edit. Choose the correct document set from your templates, autofill known fields, and drop in signatures, initials, and dates. Control the signing order, preview on desktop or phone, and send for e-sign in a few clicks. As signatures come in, track who viewed, who signed, and who needs a nudge. Need a counter or revision? Create a new version, keep the history intact, and share only what’s required so negotiations move fast and stay organized.

Keep the file compliant without chasing paper. Build or use office checklists that match transaction types—listing, purchase, lease—and assign tasks with due dates. Submit the packet for broker review when ready; reviewers can flag items, leave comments, and approve sections or the whole file. Once approved, lock documents to prevent accidental edits and maintain a clean audit trail for every action, signature, and change. Team leads can see status at a glance: what’s missing, what’s pending, and what’s cleared, so nothing holds up closing.

Collaborate smoothly with partners outside your office. Share a secure link with title/escrow or a lender and restrict access to sensitive data fields. Use the activity feed to keep all notes and messages in one place, tied to the document they reference. Store related items—pre-approvals, inspection reports, disclosures—alongside the contract so the file stays complete. Track contingency dates and key milestones on a single timeline with automated reminders to keep clients informed and confident. Working in the field? Capture a quick signature on your phone or scan and split a paper document into the correct forms on the spot.

Scale your process as your pipeline grows. Standardize forms, clauses, and checklists so every agent follows the same workflow with less training time. Set role-based permissions for admins, transaction coordinators, and agents to protect data while reducing bottlenecks. Generate reports to monitor volume, time-to-close, and common compliance issues, then adjust templates or reminders to fix the root cause. Export a complete closing packet or a single merged PDF for storage and handoff. Connect to your CRM and MLS where supported to cut duplicate data entry and keep every deal moving from first contact to closed file with fewer clicks and fewer surprises.