dotloop

dotloop is real estate transaction management software for agents, brokers, transaction coordinators, and clients working together from offer to close. Its free account supports up to 10 transactions and includes document editing, sharing, e-signing, storage, and task lists. Document tools include reusable templates, PDF splitting and rotation, and e-signatures; transaction controls include activity audit trails and task templates. Business plans add automated compliance workflows, reporting, custom branding, real-time transaction visibility, and a dedicated success manager. Broker plans also list multi-office compliance. The platform is available on the web, iOS, and Android, and its mobile app can scan pictures into editable PDFs. dotloop lists more than 75 integrations with real estate platforms, including CRM, marketing, back-office, and accounting tools. The free plan costs nothing. dotloop Premium costs $34.99 a month for unlimited transactions and individual agents. Team and Business+ plans are listed as custom pricing by contacting the company.

dotloop combines transaction tracking, document tools, and collaboration across web and mobile. The free account has a 10-transaction limit, while Premium costs $34.99 a month for unlimited transactions.

It suits individual real estate agents, teams, brokerages, transaction coordinators, and clients who need to collaborate on transactions. The free account is limited to 10 transactions.

Overview

dotloop is a real estate transaction platform that brings agents, brokers, coordinators and clients together around documents and tasks from offer to close. It is best suited to agents who want transaction work and e-signing in one workflow; the free plan is a useful starting point, but its 10-transaction ceiling makes it a poor fit for ongoing volume.

Founded in 2009, dotloop is based in Cincinnati, Ohio. For a broader category comparison, see our Real Estate Transaction Management Software directory.

Key features

Document editing, sharing, storage and e-signatures sit alongside reusable templates and PDF splitting and rotation. That combination lets agents prepare and circulate paperwork within a transaction rather than treating signing as a separate task. Task lists and task templates help keep recurring steps organized, while audit trails record transaction activity. Approval workflows are also part of the offering.

Business plans add automated compliance workflows, reporting, custom branding and real-time transaction visibility. Those controls are more useful to teams and brokerages coordinating multiple transactions than to an individual agent who primarily needs documents and signatures.

The iOS and Android app can scan pictures into editable PDFs, a practical option for bringing paper documents into a mobile workflow. More than 75 real estate platform integrations are listed, spanning CRM, marketing, back-office and accounting tools such as BoomTown, Market Leader and QuickBooks. Dotloop describes its backups as protected by bank-grade encryption; secured backup for business plans is verified by third-party auditors.

Pricing

The Free plan costs nothing and supports up to 10 transactions. It includes document editing, sharing, e-signing, storage and task lists, making it suitable for trying the core workflow or handling occasional transactions. The cap is the key tradeoff: agents with more than 10 transactions need a paid plan.

dotloop Premium costs $34.99 a month, billed $34.99/month, for unlimited transactions and individual agents. It removes the free plan's transaction ceiling and includes VIP phone and email support seven days a week. This is the clearest fit for a solo agent with recurring volume.

dotloop for Teams and dotloop Business+ both have custom pricing. Team and broker plans list phone, chat and email support seven days a week; business plans also list reporting, custom branding, real-time transaction visibility and a dedicated success manager. Broker plans add multi-office compliance. These plans make sense for organizations that need oversight or compliance tools, but their custom pricing means buyers must request a quote to compare costs.

Platforms

dotloop is available on the web, Android and iOS. The mobile apps add picture scanning into editable PDFs, while the web version and integrations support a broader transaction workflow.

Who it's for

Individual agents who need unlimited transactions, document tools and signatures are the strongest match for Premium. Teams and brokerages that need visibility, reporting or compliance controls should consider the custom-priced business plans. Occasional users can start free, but transaction-heavy agents should not mistake the 10-transaction allowance for an ongoing unlimited option.

Pros and cons

• Pros: The free plan includes document editing, sharing, storage, e-signatures and task lists, so users can manage more than signing within the 10-transaction limit.
• Pros: Templates, task controls, audit trails and business-plan compliance workflows support repeatable transaction processes at different organizational scales.
• Pros: Mobile picture scanning and more than 75 real estate integrations connect document intake and related business tools to the transaction workflow.
• Cons: The free plan stops at 10 transactions, so agents with regular volume must move to Premium or a custom-priced business plan.
• Cons: Team and broker pricing requires a quote, making direct cost comparison less straightforward than the published individual plan.

Alternatives

Jointly is worth considering for a single agent who wants a free allowance of seven deals followed by a published Starter price of $9 a month; dotloop's free allowance is larger at 10 transactions, and its Premium plan is $34.99 a month for unlimited transactions.

Brokermint may suit brokerages prioritizing accounting, agent billing, onboarding, multiple office locations, CRM integration and API access; its Professional price is custom.

Paperless Pipeline is an option for buyers who want a month-to-month plan with unlimited users and storage, but its $69 a month tier caps new transactions at five per month and it has no free plan.

CTM Smart eContracts is another paid option with a free trial and Android, iOS and web access.

EZCoordinator offers a $19 a month Starter plan for one user, 10 active transactions and 5GB of document storage, a fit for buyers who prefer a defined active-transaction allowance.

Open To Close starts at $99 a month for one user and unlimited transactions; choose it if that published plan better fits your budget and transaction needs than dotloop Premium.

SkySlope offers DigiSign Professional at $6.25 a month when billed annually, with unlimited envelopes and reusable templates, for readers focused on those signing capabilities.

TotalBrokerage has month-to-month Lite plans with defined seat counts, which may suit small teams seeking a seat-based option.

Verdict

Choose dotloop if you are an agent who wants documents, signatures and transaction coordination together, with an affordable way to start and an unlimited individual plan when volume grows. Look elsewhere if the free 10-transaction cap is too restrictive, or if you need team pricing published upfront rather than a custom quote.