Real Estate Transaction Software Integration

If January’s headlines highlighting real estate trends prove to be true, 2018 is going to be the year of technology integrations in the industry. It’s imperative to the foundation of Propertybase that we continue to add value to our current and future clients with only the best features available on the market. With a true lead-to-close, single-solution product, helping more than 1,500 real estate business around the world improve their strategies, we’re very pleased to announce our latest integration with dotloop, the leading digital real estate transaction management platform.


How dotloop Streamlines the Closing Process

Dotloop replaces form creation, e-sign and outdated real estate transaction management software with a centralized end-to-end solution, helping real estate brokers/teams/agents streamline their business with real-time visibility into every transaction. At the platform’s core is the ability to collaborate through “loops”. Every party, including buyers and sellers, receive access to these loops, which provide secure storage of all necessary transactional documentation. Need to amend a closing document? Upload financial statements? Sign the contract? Loops offer real-time visibility and accessibility to make necessary changes in order to close the deal.

Dotloop’s integration with Propertybase offers these robust features:

  • Mobile-optimized, digital platform for all parties in a transaction to collaborate on closing a deal
  • Real-time visibility into transaction pipeline, closed, active and working deals
  • Enhanced compliance based on ability to set workflow templates by transaction type
  • Customized broker and team client-facing branding on the platform
  • Ability to add trusted service providers in the back-end
  • Any paper documents can be scanned, emailed or uploaded into the system

How Does This Enhance My Propertybase Experience?

By integrating dotloop with your current Propertybase Lightning account, you’ll easily be able to manage your lead and client pipelines and create transaction loops all directly from the Propertybase Real Estate CRM & Marketing platform. Broker owners, team leaders and administrators will love the one-system solution and real-time visibility. With robust reporting capabilities already in place within Propertybase, this new integration will allow lead-to-close dashboard creation with such data as: when a lead arrived in the system, a lead’s source, how long it took for that lead to close and the associated closing information. Agents will increase productivity with a platform accessible while on the road, saving time, closing deals faster and delivering optimal client experiences.

The integration of dotloop is just one of many new and exciting real estate crm features to be rolled out across Propertybase this year. Stay tuned for further updates!


If you’re interested in learning more about Propertybase real estate CRM technology, automation, or have questions on how to streamline your business strategies, please contact us! Click on Request Demo at the top of the page or contact us via email at