Comparison

Broker & Agent Workspace vs. dotloop

Transaction management and e-signature, compared against a front office that is free to start. Published pricing on our side, sourced figures on theirs.

Updated September 2026 · pricing figures are published or third-party reported. Confirm with each vendor

The short answerdotloop is the transaction platform a very large number of agents already use, with a free tier limited to ten transactions and a Premium plan around $34.99 a month. It does transactions, documents and e-signature well, and does not attempt to be a CRM. Broker & Agent Workspace includes transaction management, document storage and e-signature on its free plan, inside a system that is also the CRM, the pipeline and the lead inbox. Choose dotloop if your brokerage mandates it or your whole market runs on it, which is a real and common situation. Choose us if you would rather the deal, the contact and the conversation live in one place instead of being stitched together.

Choose Broker & Agent Workspace if… You want the transaction attached to the contact it belongs to, with the conversation, the tasks and the pipeline in the same system. You would rather not pay separately for e-signature, and you want one login for the deal rather than one for the CRM and another for the paperwork.

Choose dotloop if… Your brokerage requires it, or your local market runs on it heavily enough that the agent on the other side of every deal already has an account. Shared documents are easier when both sides are on the same platform, and that is a real argument.

Side by side

	Broker & Agent Workspace	dotloop
Free plan	Yes, unlimited transactions	Yes, up to 10 transactions
Paid price	$0 for transactions; $99/mo full platform	~$34.99/mo Premium
Transaction management	Included, on the free plan	Yes, the core product
E-signature	Included, on the free plan	Included
Document storage	Included, on the free plan	Included
Templates and packets	Packets free; forms editor on Pro	Yes
CRM and pipeline	Included	No
Lead inbox	Included	No
Texting and calling	$33/number/mo add-on	No
CMA and net sheets	Net sheet free, CMA on Pro	No
AI on the documents	Reads, files and extracts dates, Pro	Limited
Compliance oversight	Workspace Pro and Brokerage	Brokerage tiers
Industry adoption	New	Very large, an ecosystem in itself
Best for	Agents wanting the deal and the contact together	Brokerages standardised on it

dotloop figures as of September 2026, from Capterra , PandaDoc comparison , TradeworksAI comparison . Broker & Agent pricing is published on our workspace pricing page.

Where we win

The deal knows who the client is A transaction here is attached to the contact record, the conversation history and the pipeline stage. In a standalone transaction tool, the deal and the relationship live in different systems, and joining them is your job.

No transaction cap on free Their free tier stops at ten transactions. Ours does not cap them, because capping the thing that means you are succeeding is a strange way to price software.

E-signature is not a separate bill Signing is included on the free plan. Between a transaction platform and a DocuSign seat at around $45 a month, most agents are paying twice for something that should have come with the system.

The AI reads the paperwork Documents get read, filed against the right deal, and their dates extracted into your deadlines. That is Pro, and it is the part of transaction management that actually costs agents time.

These are not really the same kind of product

dotloop is a transaction platform. It is good at that, it does not claim to be a CRM, and a large part of the industry already runs on it. If you compare it feature-for-feature against a front office you are comparing a component against a system, which is not useful to anyone.

The useful question is where you want the boundary. Running dotloop plus a CRM means two systems, two logins, and a deal whose history is split across both. Running Workspace means one, with the trade-off that you are moving off something your market may already be standardised on.

The network effect is the real argument for them

Transaction software gets more valuable when the agent on the other side of the deal uses it too. dotloop has that, in a lot of markets, and it is the single strongest reason to stay. We would rather name it than pretend the comparison is only about features and price.

What we would say against it is that the network effect applies to sharing documents, not to where your business lives. Plenty of agents keep a dotloop account for the deals that require it and run everything else somewhere sane. That is a perfectly reasonable setup, and our free tier costs nothing to try alongside.

Where dotloop is the better fit

If your brokerage mandates dotloop, that decision is already made. If your market runs on it heavily, the shared-document effect is worth something real. Worth knowing that plenty of agents keep an account for the deals that require it and run everything else somewhere better, and our free tier costs nothing to sit alongside.

Moving over

We do it for you. Contacts, notes, tags and history come across and we handle the mapping rather than sending you a template and wishing you luck. Workspace Free costs nothing and has no contact cap, so you can bring your whole database in, run it beside whatever you have now, and take as long as you like to be satisfied before turning anything off. Everything exports back out whenever you want it. Workspace Pro is $99 a month when you want the rest of it, or $59 if you also have one of our websites.

Common questions

How much does dotloop cost?

dotloop offers a free tier limited to around ten transactions, with a Premium plan reported at roughly $34.99 a month for unlimited transactions and additional features. Brokerage and team pricing is quoted separately. Confirm current pricing with the vendor.

Does Workspace replace dotloop?

For most agents, yes: transaction management, document storage and e-signature are included in Workspace, on the free plan, with no cap on the number of transactions. The reasons to keep dotloop are a brokerage mandate or a market where everyone you deal with already uses it, since shared documents are easier when both sides are on the same platform.

Is your e-signature legally valid?

Yes. Electronic signatures are legally binding in the United States under the ESIGN Act and UETA, and our signing captures the audit trail those rely on: who signed, when, and from where. It is included on every plan, including free, rather than sold as a separate seat the way DocuSign is at around $45 a month for its real estate edition.

Can I use Workspace for transactions but keep my CRM?

Yes. Workspace Free is free for everyone and nothing requires you to move your CRM into it. Plenty of people will start by using it for transactions, documents and signing, and keep their pipeline wherever it lives today. If it earns the rest of the business later, that is the point at which Pro makes sense.

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