Dotloop: What It Is, How to Use It, and Best Practices

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.