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About

It’s important that your real estate brokerage CRM has the features that are the most useful to you and will help you manage your leads in order to help you be successful. There is a reason that less than 10% of REALTORs use the CRM provided by their company. Most real estate brokerage CRM products are either too basic or too complex and they aren’t tailored to the individual needs and workflows of the company. At TRIBUS, as with all of our products, we complete thorough user testing of our custom Customer Relationship Management tool. Our product team regularly meets with executives, staff, and agents to gain insights on what they want and need. Most importantly, they make sure that the products we deliver are easily used and adopted. Additionally our user experience team regularly meets with our clients to make sure that our custom real estate brokerage CRM tools are easy to use by your staff and agents.

About

On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real Estate Brokerages

Audience

Real Estate brokers, agents, teams and transaction coordinators

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Based upon user count.
Free Version
Free Trial

Pricing

$29.00/month
Contact us for a custom quote
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 3.5 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy signature process and is fairly intuitive. Easy to use in mobile applications for phone / tablet.
  • One thing I truly love about Dotloop is how user-friendly it is! That is very important for my end and my client's capability. My clients are even capable of signing on their phones. I love the way that each client can be put in their own loop. Every document that is part of that transaction can be stored. I also love how changes can't be made without clearing signatures that are already present. As Realtors, we are working with legally binding documents so clients feel secured. I also love how I can have folders so all of my needed documents to complete a contract are separated by counties, etc.

Cons

  • Does not organize files and cannot sort by file name - it’s manual drag into order you want files to show up in the record called Loop. Does not accept mail, word or other types of files. Only PDF files. This system should upgrade to allow this.
  • I do wish that Dotloop had the feature like DigiSign where multiple documents that are uploaded as one can be separated through the portal. Main Con: Zillow has some ownership of the company now.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

TRIBUS
Founded: 2009
United States
tribus.com

Company Information

dotloop
Founded: 2009
United States
www.dotloop.com

Alternatives

Alternatives

onOffice

onOffice

onOffice GmbH
Lone Wolf

Lone Wolf

Lone Wolf Technologies
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Categories

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing Features

Advertising Management
CMA
Contact Management
CRM
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

BombBomb
Follow Up Boss
Gmail
Google Calendar
Google Contacts
Google Sheets
LionDesk
Mailchimp
Zapier
BoldTrail Back Office
Clozze
Klaviyo
Loft47
OneSignal
Quickwork
Slack
Spacio
Wise Agent
Wufoo
Zillow Premier Agent

Integrations

BombBomb
Follow Up Boss
Gmail
Google Calendar
Google Contacts
Google Sheets
LionDesk
Mailchimp
Zapier
BoldTrail Back Office
Clozze
Klaviyo
Loft47
OneSignal
Quickwork
Slack
Spacio
Wise Agent
Wufoo
Zillow Premier Agent
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