dotloop vs Broker & Agent

dotloop is free for up to 10 transactions. After that, dotloop Premium is $34.99/month per agent billed monthly, or $344 a year billed annually, which dotloop lists as $28.67/month. Premium adds unlimited transactions, task templates, the clause manager, texting and phone support. dotloop for Teams and dotloop Business+, for brokerages, are priced by quote after a discovery call.

Workspace Free includes transactions, document storage and e-signature, with no cap on transactions. E-signature on Free allows up to 10 signature requests a day. Workspace Pro is $99/month, or $59 with one of our websites, and adds filling forms from the CRM, bulk send and the full AI assistant.

dotloop organizes each deal as a loop: the documents, the people, the tasks and the signatures for one property. It isn’t a CRM. It connects to one through its integrations directory, which lists Follow Up Boss, Lofty, kvCORE and about 20 other CRM and lead tools.

In Workspace the deal is part of the client’s record. The lead that came in, the emails and notes, the deal board with milestones, close dates and commission, and the signed documents are in one place, on the free plan. When the client calls about their next move, the last deal is right there with the conversation.

dotloop includes association forms. Agents attach their association in their account, and dotloop says it works with more than 180 local and state associations and hundreds of MLS feeds. E-signature, in-person signing and an audit trail are on every plan, and Premium adds a clause manager and document templates.

In Workspace, you upload the forms you already use, place the fields and send several as one packet, all on the free plan; Workspace Pro fills the fields in from the CRM. E-signature is on the free plan, with draw-to-sign, checkboxes, expiry dates, reminders and resend, for up to 10 signature requests a day, with no per-envelope fee. Bulk send is on Pro.