![]() ![]() ![]() 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 transactionsÄotloop 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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