Exciting news – Dotloop 2.0 is here, and it’s a game-changer for real estate professionals. Dotloop is a transaction management program that brings people and software together to save time and create a delightful customer experience. This new version focuses on streamlining workflows and enhancing collaboration throughout transactions.
- Transparency: A new document preview mode to quickly sort through paperwork and see the sharing status with no clicks.
- Collaboration: Share, reshare, submit for review, and archive documents directly from the preview mode for seamless teamwork.
- Organization: Effortlessly reorder and move documents between folders using intuitive drag & drop functionality.
- Control: Document details to see who has access to each document and their permission level.
- Accessibility: The new version is more accessible for everyone with added ADA compliance features.
- Create a loop
- Use share routing
- Submit for review
- Review documents
- Create and resolve document notes
- Filter loops
- Create and use Share Routing Templates
Bay East members get unlimited access to Dotloop, meaning unlimited transactions or “loops.” Plus, all local and state association forms are conveniently available within the Dotloop platform.
To get started, log onto Paragon, click on Dotloop under the Resources tab. If you have any questions, contact our Support team at 925.730.7100.