Dotloop Mobile App: Transaction Management in the Palm of Your Hand | Dotloop (2024)

Why the mobile experience is more critical than ever to building a strong client experience.

There’s an old adage in real estate that the first offer is often the best one. For this and many reasons, the speed in which a real estate agent can communicate information about listings and submit offers is vital to the agent’s success.

Now, more than ever agents need to do everything they can to demonstrate the value they bring to clients, and mobile apps are an ideal way to show clients your ability to move fast in today’s competitive market.

Zillow Consumer Housing Trends Report 2023 research shows that mobile shopping is on the rise among buyers. According to the research, almost all (95%) buyers use at least a website, mobile site or app to search for a home with app usage increasing from 51% in 2019 to 77% in 2023.

Many of these clients also expect the same of their agents and want them to use digital tools like mobile apps to move quickly during the transaction. For instance, mobile apps, such as dotloop’s industry-leading app, empower agents to host in-person signing, share docs via text, submit for compliance, scan documents with their smartphone, add documents from other apps, text message and more. Here are 8 ways the dotloop mobile scanner can save you time and help win more deals.

8 Ways the Dotloop Mobile App Saves Real Estate Agents Time

1. Digitize Any Paper Document

Say a seller needs to share her homeowners association documents, or maybe your buyer would like a digital copy of a flyer from an open house. The mobile Document Scanner offers a faster, easier way to scan and save the information directly to the loop rather than scrolling through a long camera roll. You can turn any picture of a document into a PDF with the dotloop’s mobile Document Scanner.

To scan and add documents to a loop:

1. From “Documents” in a loop, click on the plus sign and select “Scan a Document.”
2. Center the document and tap on the blue circle.
3. Crop using the marked corners.
4. Repeat for any subsequent pages.
5. Save, tap Review in top right, and adjust rotation, brightness or crop.
6. Tap upload, name the doc, select folder and save.

Once the document is saved, you can Submit for Review or edit the PDF and add signatures, initials, date fields and more.

2. Convert Photos to PDFs and Add Them to the Transaction

Driving to a client’s house and taking pictures of needed repairs or improvements is so 2019. Not to mention it’s a major time suck that can be easily remedied with the dotloop mobile app.

If you have images that should accompany your transaction, this trick works for several scenarios. While walking through the house with a buyer, take pictures of anything they may have questioned. Later, you can bring those images into the “loop” (transaction) for your record and future action.

Similarly, if there are items within the house that the buyer or seller wants to confirm is or is not part of the sale, such as a basketball hoop or television mount, take a picture and load it to the “loop” to share and clarify.

Post-inspection, if your seller has made repairs and the buyers require visual confirmation, have your seller text you a picture of the repair. You can save that image to your camera roll and then upload it into the loop. In all cases, you can easily add pictures to the loop, all using dotloop’s mobile Document Scanner.

3. Edit, share, and eSign documents

There are many instances (open houses, kids’ soccer games, grocery shopping) when you won’t have access to your computer but need to create, edit, share or eSign a contract from your phone or tablet. With the dotloop app, you can! As a real estate agent, you’re always on-the-go and with a robust document editor in your pocket, you can easily stay connected to your business from anywhere.

4. Scan Earnest Money Deposit Slip

Many brokers require a copy of the earnest money deposit slip. Here again, dotloop’s Doc Scanner makes it easy to add this essential document to a loop. Simply follow the directions above to scan and add the document as a PDF.

5. Scan Commission Deposit Slip

Ever lose a commission check deposit slip on that short ride from the bank to the office scanner? Don’t risk it! After depositing the check into your broker’s account, scan the deposit slip into your loop right there at the bank counter. Simply follow the directions above to scan and add the document as a PDF to the loop.

6. Signed Closing/Settlement Statement (formerly HUD Statement)

One of the most important documents of any real estate transaction is the closing or settlement statement. The mobile Doc Scanner simplifies the process. Simply follow the directions above to scan and add the document as a PDF to the loop.

7. Replace Documents Via Drag and Drop

When you want to replace a document, simply drag the document that you want over the top of the document that you’re replacing. No more need to archive documents!

8. Text Message via Dotloop’s Text Messenger

Dotloop’s mobile app empowers agents to communicate with their clients through text. Real estate transactions can be time sensitive and when you need your clients to take immediate action texting is a more effective way of communication – texts have a 98% open rate vs email’s 20%. Aside from a faster response rate, dotloop’s Messenger also keeps you compliant by having the ability to easily export conversations. Click here to learn more about Messenger.

Don’t have the dotloop mobile app? Download it today to scan, text, submit for review, host in-person signatures and much more.