Dotloop

We acquired Dotloop as a real estate transaction management support . The idea was to be able to write offers, listings, and communicate with all parties within one platform. In this industry there are many moving parts - Realtors, assistants, escrow, title, clients, mortgage, etc. that you need to communicate with so a really good to streamline things is vital. In addition, there is lots of compliance involved so having dynamic workflows and cadences is very important.

• Unable to use the software because specific functionalities did not work with our MLS. So it impacted us in a way that we need to go back to our old software.
• Spent thousands and it did not do what it needed to do. So it was a negative ROI.
• I wrote tons of email, made lots of calls, sent too many texts and my issue wasn’t resolved.

Dotloop helps all of our staff members stay organized and provides folders for each property and sale. In Real Estate, it is so easy to become disorganized and lose a paper, and it gets extremely tiring to print out paperwork for contracts and day-to-day documents. Dotloop provides an organized way to keep all documents pertaining to a particular property together and send contracts and documents over to clients and other parties of the transaction for signatures in just seconds. Genius program!

• Organization
• Digital capabilities.
• Paperless and digital contacts.

• Dotloop is accessible by managers and brokers in charge of reviewing.
• Dotloop has a great support system to turn to when problems may arise (not frequent).

DocuSign

We are a real estate company and use it for every transaction. We also use it to keep all our employee documents per office.

• Keeping everyone together and organized.

• Again just easier to keep all of the transactions together.

QuickBooks Online, Canopy, Adobe Acrobat

Every time we buy or sell a house we enter the data into Dotloop. It is a way to digitize documents and share them with trusted partners and the people involved on the other side of a transaction. This helps alleviate the problem of having to store paper documents, and still being compliant, and it makes the recovery of those documents quite easy.

• Organization
• Storage
• Ease of use - onboarding is fairly quick

• Makes work quicker
• Encourages communication
• Creates accountability with the task checklist

Google Analytics, Zillow Premier Agent, CoreLogic Matrix

• Great at allowing our management to see what is going on within the office
• Great at quality and compliance with the submit for review function

QuickBooks Online, 8x8 X Series (Formerly Virtual Office), Google Classroom