Dotloop

Create a new loop from a Listing Template.

Select the MLS listing to auto-populate property data.

Add sellers as participants.

Assign signatures to pre-mapped fields.

Share documents for electronic signature.

Upload closing disclosures to the loop.

Verify participant identities via secure email links.

Enable 'Guided Signing' for the client.

Track real-time progress of document completion.

Auto-archive signed versions in the cloud.

Set up 'Compliance Folders' for the team.

Agents submit loops for review once tasks are completed.

The manager receives a notification and reviews the PDF audit logs.

Manager marks as 'Approved' or 'Returned' with notes.

Workflow triggers the next step in the CRM via webhook.

Listing agent creates an 'Easy Offer' public link.

Buyer agents upload offers and enter summary data into the link.

Dotloop centralizes all offers into a single comparison folder.

Listing agent presents all organized offers to the seller via screen share.

One offer is accepted; the others are archived automatically.

A loop is marked as 'Closed'.

Automation triggers an integration with a gift service or CRM.

The client receives a link to their 'Lifetime Loop' for document access.

Scheduled follow-ups are created based on the closing date.

Brokerage maintains a record for future marketing outreach.

Access the 'Dotloop Business+ Dashboard'.

Filter transactions by agent, zip code, or volume.

Export JSON or CSV data for business intelligence tools.

Analyze time-to-close metrics per office.

Identify top-performing agents for recruitment/retention.

Open the interactive document in the loop.

Correct the typo or numerical value in the mapped field.

Dotloop strikes through the old value and adds initials to the new one.

Share the 'corrected version' only with affected parties.

Audit log records the modification history for legal safety.