Real Estate Brokerage Software | Broker Management | Dotloop (2024)

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Best Real Estate Transaction Management Software for Brokers

  • Simplify and accelerate compliance
  • Oversee and track all real estate transactions
  • Boost agent productivity with a top-rated app
  • Empower teams within your brokerage
  • Sync your CRM, back-office and more

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Meeting All Your Real Estate Transaction Management Needs

Gain visibility into your brokerage, accelerate compliance for transaction coordinators and increase agent productivity

Brokerage Reporting

Our robust reporting softwaregives brokers full visibility into their business, from deals that are under contract to measuring individual agent performance.

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Recruit Agents With the Best Technology

Dotloop helps real estate agents streamline transactions by bringing eSignatures, documents and storage into a single mobile app (available for iOS and Android).

Automate Compliance

Simplify real estate compliance for transaction coordinators with automated workflows, instant notifications and custom task management to accelerate the document review process.

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Transaction Templates Agents Will Love

Save time and keep agents compliant with listing and buying real estate transaction templates that contain all the required forms, people and checklists.

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Extensive Licensed Forms Coverage

Over 190 Associations and MLSs agreements provide easy access to real estate forms that can auto-fill with property details so agents can submit offers in seconds.

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Integrate Your CRM and Back Office Software

Over 75 integrationsare included with our cloud-based software, so you can seamlessly connect your CRM, accounting and marketing platforms to your transaction management tool.

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Centralize Transaction Data for Better Reporting

Report on new listings, agent productivity, lead sources, real estate transaction status and other brokerage management needs

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Using separate platforms for eSignatures, form management and compliance creates data gaps as agents and transaction coordinators export and import PDFs. Managing entire real estate transactions in one place centralizes data from all other apps.

Live Dashboards

Create dashboards to visualize your agents’ pipeline, data on specific transactions, multi-office views, agent performance, deals that fell through and more.

Export Reports

Quickly export your real estate transaction data to better understand geographic location of inventory, property types, deals per agent, etc.

Join CRM and Accounting Data

Easily connect real estate software like BoomTown, Market Leader, QuickBooks and many others to track ROI, sync financials and commissions.

Can You Run Compliance From Your Phone?

Top-rated mobile app: 4.8/5 stars with 48,000+ Reviews

Real Estate brokers and transaction coordinators no longer have to carry around their laptops searching for WIFI or have to feel chained to a desktop in order to run compliance – with dotloop’s mobile app they can do it all from their phone.

Submit and Review Documents

Agents can easily submit documents for review and transaction coordinators can go through the review process, add notes and request changes as needed.

Instant Notifications

As soon as documents are submitted for compliance or get approved, the right people get notified via email and push notifications – this can also be customized based on your preference.

Oversee All Transactions

Real Estate brokers and admins can access any transaction directly from their phone to help agents move deals along, make updates or even assign tasks and set due dates.

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Compare Dotloop to Other Cloud-Based Real Estate Brokerage Softwares

With a 48/50 Popularity Score and a 50/50 User Rating, dotloop is rated as the best on The 2021 Capterra Shortlist for Real Estate Agency Software. It’s easy to see why 10,000 real estate brokerages and teams have chosen dotloop as their transaction management software.

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Highly Rated and Recommended

Rated at 4.7/5 stars with hundreds of verified reviews in the real estate transaction management software category

Why Real Estate Brokers Prefer Dotloop

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Your transaction management software should be more than eSignatures, documents and compliance. At dotloop, we’re committed to create a seamless onboarding experience for your agents and transaction coordinators, but more importantly, we’re here to help you reach your goals.

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Top Real Estate Brands Trust Dotloop

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Questions From Other Brokers

FAQs about our real estate transaction management software.

What is a transaction management software?

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.

How can dotloop help me expand my brokerage?

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.

What are the benefits for transaction coordinators?

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


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.

Does dotloop integrate with CRMs and other software?

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

How can dotloop streamline real estate compliance?

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.

Is there an onboarding process for my brokerage?

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.

Can dotloop make my proprietary forms interactive?

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.

Best Real Estate Transaction Management Software

Learn why over 10,000 real estate brokerages and teams trust dotloop as their transaction management software!

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Real Estate Brokerage Software | Broker Management | Dotloop (2024)


Is dotloop owned by Zillow? ›

In 2015, Zillow purchased Dotloop for more than $100 million. This acquisition immediately raised concerns for brokerages and agents who use Dotloop.

What is dotloop used for in real estate? ›

What is dotloop? Dotloop is a complete transaction management solution that empowers real estate professionals to do their best work by making editing forms, sharing files, e-signing, and compliance effortless.

What is the difference between dotloop and DocuSign? ›

DocuSign is easier to use than Dotloop when it comes to signing documents. It has a user-friendly interface and enables users to sign documents electronically in just a few steps. However, the downside of DocuSign is that it also offers fewer features and can only be used to sign documents, not manage them.

How many agents use dotloop? ›

Why do 10,000+ brokerages and teams and nearly half a million monthly active agents choose dotloop over other member benefits?

Does Keller Williams use dotloop? ›

Member of the Keller Cloud Innovator Program

Market Centers, Teams and thousands of Associates have trusted dotloop to power their compliance, forms, eSignatures, storage and collaboration.

Is dotloop legally binding? ›

Dotloop is fully compliant under the federal E-SIGN act, and as a result, our signatures are binding in the United States and many other countries.

Can I use dotloop for free? ›

Can you use dotloop for free? Certainly! With dotloop, you can create up to 10 free real estate transactions and access all the essential tools to deliver a superior client experience: Access MLS and Association forms.

What is dotloop CRM? ›

dotloop is a productivity optimization and online transaction platform made for the real estate industry. The tool lets you create collaborative workspaces to share documents, manage tasks, receive instant notifications, and track transaction progress in real time.

Is dotloop legitimate? ›

Dotloop is an excellent program for real estate transaction management. It enables a Realtor to create a Loop (like a folder) and manage the real estate deal or prospect from beginning to end. It is intuitive, user-friendly and simple to learn.

Can you use DocuSign for real estate? ›

Yes, if you are on a Starter, Real Estate, REALTORS® or an Enhanced Real Estate Brokerage Plan, you can access your state and local association forms directly within Docusign eSignature. Docusign maintains the most up-to-date state and local association form libraries.

Who is better than DocuSign? ›

Adobe Sign is the best DocuSign alternative for businesses looking to sign and manage PDFs efficiently. One of Adobe's many business apps, Adobe Sign is an online, cloud-based eSignature solution that enables users to view, send and sign PDFs online.

What does DocuSign cost per month? ›

Here's a quick overview of DocuSign pricing: Personal (Single User) – $15/month. Standard – $40/month. Business Pro – $60 month.

How much did Zillow pay for dotloop? ›

He quickly gravitated towards real estate, eventually launching dotloop, a tech start-up geared at automating the entire homebuying transaction process, including e-signatures. The product worked: He ended up selling his firm to the Zillow Group for $120 million, making Allison a millionaire in his own right.

Which realtor app has the most listings? ›

Zillow has the most property listings and loads of features to refine your search. It also has the most web traffic of any real estate app, making it a great choice for people looking to get high exposure to their properties.

Are Zillow and Realtor com owned by the same company? ›

Zillow is owned and operated by Zillow Group, a publicly traded company. is owned by parent company Move, Inc. In 2014, Move was sold to the media corporation Newscorp with the Australian company currently owning 80% of the shares in Move, while the Australian specialist portal company REA Group owns 20%.

Where is dotloop company located? ›

dotloop's main headquarters is located at 700 W Pete Rose Way Suite 446 Cincinnati, Ohio 45242 US. The company has employees across 2 continents, including North AmericaAsia.

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