![]() ![]() Training Resourcesįrom launch, you and your agents will have instant access to a wide variety of training resources: Your Success Manager will support your business goals and help your agents get the most out of the tools you provide. 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. ![]() And the numbers speak for themselves - 98% retention rate and 92% customer satisfaction rate tell us that our customers love dotloop. 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. Yes! We know implementing a new transaction management software can be intimidating. Know with confidence who did what and when, so you can rest easy in case of an audit. To ensure that your brokerage is always protected and compliant, dotloop’s activity log tracks every action taken throughout the entire deal. 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.ĭotloop 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. 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. Tell dotloop who, what and when needs to happen based on the transaction type or stage. With dotloop, real estate brokers and transaction coordinators can simplify and accelerate the compliance process with features like: Automated Workflows For instance, you can pull all transactions that have the "Awaiting review" status to see which deals need immediate attention. Additionally, transaction coordinators can filter deals using custom review statuses to organize their day and easily collaborate with agents. 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. From full transaction templates that contain all the required documents to custom task lists based on the transaction type and business-specific documents. Standarize transactionsĭotloop gives brokers and transaction coordinators the ability to templatize all elements of a transaction to simplify compliance and increase agent productivity. 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. Beyond having your forms, digital signatures, compliance workflows and custom templates in one place, transaction coordinators love the following benefits and features: Acting-on-behalfĪs a transaction coordinator, you can easily share, edit, communicate and modify transactions on behalf of any agent. ![]()
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