Dotloop Guide: Sign In, Submit for Review & Tutorials

Jul 21, 2025

3 min read

Updated: Sep 26

Dotloop is a transaction management platform designed specifically for real estate professionals. It allows agents, brokers, and clients to collaborate on real estate deals in one place by combining forms, e-signatures, compliance, and storage into a single streamlined experience.

What is Dotloop?

Dotloop simplifies and centralizes your real estate transactions. Instead of juggling PDFs, emails, and multiple tools, everything happens within a single "loop" (a workspace for your transaction).

Learn more here:What is Dotloop?

Getting Started

If you’re new to Dotloop or recently joined our brokerage, here are key resources to set up your account and get started:

Set Up Your Account:Step-by-step setup guide
Activate Your Account From Email Invite:How to join Dotloop via email invitation
How Clients Sign Documents:Guide for Clients: How to Sign Documents
Your First Loop (Create a Transaction):How to Create and Manage Your First Loop

Best Practices for Brokers and Agents

Loop Naming:
- For buyer-side transactions, name the loop using the buyer’s name (e.g., "John Smith") until you have a property address.
- For listing-side transactions, name the loop using the property address (e.g., "123 Main St").
Folder Organization: Keep your documents grouped into folders (e.g., Listing Docs, Contract Docs, Compliance) to maintain a clean workflow.
Compliance Notes: Use the “Notes” section within each document or loop to communicate with the compliance team or administrators.
Review for Missing Signatures: Always verify that all required parties have signed before submitting documents for review.
Submit for Review: Submit documents for compliance review as early as possible in the transaction process. Do not wait until closing day.

For more best practices, review:Best Practices for Real Estate Professionals

Training Videos

For a full walkthrough, watch this Dotloop training video:Dotloop Agent Training Video

Additional Support

Dotloop’s help center offers searchable articles and step-by-step tutorials:

Dotloop Help Center

If you have any questions or need assistance with setup, compliance, or transaction management, please contact our support team.

Steps to Sign In to DotLoop

Steps to Sign In:

Step 1: Open the Sign in page

Open your web browser and in the address bar type in www.dotloop.com

If you are on the dotloop homepage, click Sign in at the top right corner.

Step 2: Enter your email address and click Continue

Enter your email address for your account and click Continue.

Step 3: Enter your Password. If you forgot your password, continue to step 4. If not, you are all set!

Step 4: Click “Forgot Password?” And enter your email address and click Continue

Enter your email address and click Continue.

Step 5: Open your email inbox

An email will be sent to you from ShowingTime Plus. The email subject will show you the date and time the request was sent, and the subject: Password reset request. Open the email and click the Reset Password button.

NOTE: Email providers can "stack" similar emails. If you receive an error when clicking the Reset Password button, delete all prior reset password emails and click the Reset Password button in the most recent email. Use the timestamp from your email provider to determine which email is the most recent.

Step 6: Enter new password

Type your new password twice, then click the Reset password button to finalize the process. You will now be prompted to log in to your account with your new password.

Note: Your dotloop password must contain at least 10 characters, upper case letters, lower case letters, and numbers.

How to Submit for Review in Dotloop

Open your Loop
Navigate to the transaction (loop) that contains the documents you want to submit.
Locate the “Submit for Review” Button
In Dotloop 1.0 (in other words, not the Beta version), this button is found in the top-right corner of your loop view, above your folders and documents.

Select Folder(s)

A pop-up will appear prompting you to check one or more folders you’d like to submit. Dotloop only allows folder-level submission (not individual documents).