dotloop

The mobile app on this system allows me to create and share documents quickly and from anywhere. Documents auto fill with transaction information When opened and already has signature places assigned for buyers and sellers to sign. I can share to email or text a document to their phone for immediate signatures. The task lists and reminders are essential to my every day business. And activity log helps me track activities of lenders and other transaction parties so I can see if they view documents or when someone has signed. Push notifications from the mobile app let me know immediately when someone has signed a document so I can share it to the appropriate party. Messaging with in the app allows me to be able to keep all transaction emails messages and notes in one place. I can add pictures of deposit checks or scan multiple documents from my phone directly into the file.

I have to add an email for each roll including the opposite party which I don’t have access to

Changed real estate brokerages. Came over with lots of transactions from former brokerage. Am on my own to learn. Had to jump right in and start importing old transactions and create new ones. No in-office help. Had to depend on the dotloop online support which is excellent and got me over some major hurdles. Am on my second week and holding my own. Would probably be confusing to someone with little or no computer experience. In my experience, however, most new brokers already have computer basics which, with the help of dotloop online support, should get them through if they, like me, are on their own.

Many of my older clients use the same email address with their spouse. I have not found my way around this. I see why the software does not allow two people on the same signing to use the same email address. However, it can really slow you down while you try to scrape up a new email address for one of the parties so that a document can be executed. If I am not understanding a work-around, apologies to dotloop.