The term “real estate transaction management” has a wide-ranging connotation in the real estate industry to describe a software app that, at a minimum, provides an eSignature platform with autofill, maybe some storage capabilities and possibly integration with a CRM and/or back-office app.

However, to provide the most value to real estate brokers, agents, teams, and transaction coordinators, a true end-to-end transaction management software needs to be users friendly so agents can quickly adopt it but robust enough that admins have visibility into all transactions and business owners can continue to scale - all through a single login.

To learn more, check out our complete transaction management software guide for real estate.

Dotloop is an ideal solution for growing real estate brokerages with multiple offices and locations - especially across states. That’s why so many brokerages and agents use our transaction management software to stay connected with their transaction coordinators, clients and other agents.

Beyond having your forms, digital signatures, compliance workflows and custom templates in one place, transaction coordinators love the following benefits and features:

Acting-on-behalf

As a transaction coordinator, you can easily share, edit, communicate and modify transactions on behalf of any agent. This keeps the agent front and center of the clients while tracking in the activity log who did what (agent or transaction coordinator) in the activity log for compliance purposes.

Standarize transactions

Dotloop gives brokers and transaction coordinators the ability to templatize all elements of a transaction to simplify compliance and increase agent productivity. From full transaction templates that contain all the required documents to custom task lists based on the transaction type and business-specific documents.

Custom views and reporting

Not only can you easily see all the transactions based on their stage (under contract, in escrow, closed, etc.) but can also create reports to measure the value of each one. Additionally, transaction coordinators can filter deals using custom review statuses to organize their day and easily collaborate with agents. For instance, you can pull all transactions that have the "Awaiting review" status to see which deals need immediate attention.

Yes, our transaction management software integrates with more than 75 leading real estate platforms including CRMs, marketing, accounting and other backend systems to sync data, fuel reporting and perform useful functions like creating 1099s.

For a full list of our integrations, visit dotloop.com/integrations/directory/.

With dotloop, real estate brokers and transaction coordinators can simplify and accelerate the compliance process with features like:

Automated Workflows

Tell dotloop who, what and when needs to happen based on the transaction type or stage. For instance, as soon as a transaction goes under contract, you can set up logic in dotloop to notify you or anyone on your team to start the review process.

Transaction Templates

Imagine if you could ensure that every time your agents start a transaction, all the required documents, people and tasks are automatically added without having to remind them.

Dotloop gives you the power to create templates for each type of transaction (listing, buying, renting, etc.) so agents don’t have to spend time setting up documents and transaction coordinators can speed up compliance.

Activity Log

To ensure that your brokerage is always protected and compliant, dotloop’s activity log tracks every action taken throughout the entire deal. Know with confidence who did what and when, so you can rest easy in case of an audit.

Yes! We know implementing a new transaction management software can be intimidating. After 10 years of working with thousands of real estate brokerages from across the country and of all sizes, our onboarding process has proven to drive agent adoption and overall business growth. And the numbers speak for themselves - 98% retention rate and 92% customer satisfaction rate tell us that our customers love dotloop.

Dedicated Success Manager

When you become a dotloop Business+ customer, you will have access to a dedicated Success Manager which will not only create a custom onboarding process for your brokerage but will be a strategic resource throughout our partnership. Your Success Manager will support your business goals and help your agents get the most out of the tools you provide.

Learn more about our onboarding process.

Training Resources

From launch, you and your agents will have instant access to a wide variety of training resources:

• Free online webinars
• An on-demand video library
• Detailed support articles
• Online certification programs
• CE courses and more

Tech Support

Our support team will be available to assist you and your agents 7 days a week. And as a dotloop Business+ customer, you have unlimited access via phone, email and chat.

If you want to know more about our onboarding process connect with one of our business consultants today.

Absolutely! In addition to instantly having access to over 190 MLS feeds and association form libraries, our team will make your brokerage documents interactive so they can be added to your templates and agents can easily autofill them at the click of a button.

A true real estate transaction management software should give you the ability to create, share, eSign and store documents - at the very least.