I'm sorry if this is a stupid question but I'm just starting out and I was wondering if I have Dotloop access through my brokerage how do I access other agents software? Would I need their credentials or is there another alternative for TC's? Thank you so much for your your time and your videos!
Hi, Jessica! My pleasure! I'm happy you've found this useful! Dotloop has made it extremely inconvenient to share passwords (there's now a 2-step verification process). The best way is to have the agent add you as a contact to each of their loops. There's a checkbox that says, "Add to team." They'll want to make sure that's checked because once they add you this way, you'll receive an email invitation to their loop and can access their transaction from your account without having to log in and out. I hope this helps!
Hi Jessica, Can Dotloop be use to completely manage transactions as TC. Some Agents use it to only send offers, etc. But if I were to use it as TC to manage all files and without having to purchase a different software like TCdocs, Airtable and so many more out there. Will I be able to manage the files from start to finish?
Great question! They do have a task feature, but it isn't robust, doesn't house email templates, or give a great way to see an overview of your transactions. I posted a Trello (free version) tutorial a while back. I think this would be a better option. You can't store your email templates, but the other features available give you a much better transaction experience than Dotloop does. Here's the link! ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-1vSi0ImvhuE.html
Thank you for your response. Would you suggest if working with 4 Agents, work dotloop just to make offers, manage their docs, CDA, etc. But have a different software that can manage emails, templates, task specifically design for me to work the transaction from start to finish. Do you know of any fairly easy softwares to manage files for TC? @@TCOptimize
Hi I’m a new TC and I will be using clickup to manage my transactions. If you were using clickup for transaction management would you still use dot loop in this manner as well? Thank you
Hi, A'Shanti! To be completely honest, while I use ClickUp to run most of my business, Transaction Management isn't the best use for it. While it can definitely happen, there are limitations like emails with merge fields. You can only use custom fields as merge fields in automated emails. There are just tools that do TM A LOT better than ClickUp. I'm happy to jump on a call to discuss what tool may be best for your unique situation. Https://form.jotform.com/TCOptimize/20m As for Dotloop, since this is a tool for esigning, I'd still use it since agents do. Happy to chat about that, as well!
@@TCOptimize thanks for the reply. I just scheduled a call with you for next week. I hope I can figure out a way to use clickup for transaction management and solve the email issue with GSUITE. Chat soon!
