--- title: "Assistants who work in Dotloop" description: "Dotloop virtual assistant help with transaction loops, document chasing and compliance checklists. Everyone we place is an employee. Speak to us." url: https://assistbpo.com/software/dotloop/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in Dotloop AssistBPO's Dotloop virtual assistant is an employed transaction assistant who runs your loops end to end. Creating them from your templates, adding people and roles, chasing signatures, filling the document checklist and moving each loop through to review. - Transaction management - Your account, your data [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) You keep the account, the forms and the broker approvals. We supply the person, a backup and a team lead. In short - Loops created from your templates within hours of an accepted offer - Signatures chased daily; checklists complete before the review deadline - One named assistant, a trained backup and a team lead auditing files Dotloop Transaction management by Dotloop (Zillow Group) · US, CA Dotloop is a product of Dotloop (Zillow Group). The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do Dotloop users need a virtual assistant? A transaction is a deadline machine. Inspection ends Friday, the appraisal addendum needs two initials, the lender wants the amendment today and the seller signs on a phone in a parking lot. Agents can do this work, they just cannot do it while showing property, and brokers only find out what was missed when the file lands in compliance review with three documents short. Dotloop makes the state of every file visible, which helps only if somebody looks. An assistant is that somebody. They open the loop the day an offer is accepted, load the right template, add every party with the correct role, send for signature, chase what is outstanding and submit a complete file for review. ## What can a virtual assistant do inside Dotloop? **Loop creation from templates** : Opens the loop the day terms are agreed, applies your state or provincial template, and fills property, price and date fields from the contract so the autofill carries through every form. **People and roles** : Adds buyer, seller, co-op agent, lender, title or lawyer and inspector with the right role and permission level so each party sees only their own documents. **Document checklist** : Works your task template line by line, uploads what arrives by email, names files consistently and keeps the outstanding list visible to the agent. **Signatures** : Prepares signature fields, sends in the right order, and chases signers by text and email on a schedule rather than waiting for them to remember. **Loop status and dates** : Moves the loop through the status stages, tracks contingency and financing deadlines, and gives the agent a daily list of what expires in the next three days. **Compliance review** : Submits the file for broker review, answers the reviewer's rejections the same day and keeps a log of the items that get kicked back most often. **Amendments and addenda** : Prepares repair amendments, extensions and price changes from your form library, routes them for signature and files the executed copy into the loop. **Reporting for brokers** : Pulls a weekly view of loops by status, files awaiting review and deals closing this month, with a note on which files are at risk. ## Integrations we handle - Dotloop and [Follow Up Boss](https://assistbpo.com/software/follow-up-boss/) A deal marked under contract triggers the loop; contact details, dates and parties are kept matching in both systems. - Dotloop and [kvCORE](https://assistbpo.com/software/kvcore/) Client records and closing dates pulled across so the CRM knows which clients are in process and which are due a post-closing touch. - Dotloop and [Google Workspace](https://assistbpo.com/software/google-workspace/) Documents arriving by Gmail filed to the correct loop the same day; key dates added to the team calendar. - Dotloop and [QuickBooks Online](https://assistbpo.com/software/quickbooks-online/) Closing data passed to bookkeeping so commission disbursements and referral fees are recorded against the right transaction. - Dotloop and [Slack](https://assistbpo.com/software/slack/) Deadline and review-rejection alerts posted to your transactions channel with the loop name and what is needed. - Dotloop and [Zapier](https://assistbpo.com/software/zapier/) New loops created from a form or CRM trigger and status changes pushed to your tracker; zap errors checked daily. ## Which Dotloop admin tasks can you delegate? - Create the loop and apply the correct state template - Add all parties with the right roles and permissions - Prepare and send documents for signature - Chase outstanding signatures twice a day - Upload and rename incoming documents - Track inspection, financing and appraisal deadlines - Prepare amendments, extensions and addenda - Submit completed files for broker review - Clear review rejections and resubmit - Update loop status and closing dates - Share the file with title, lender or the closing lawyer - Send the weekly loops-by-status report to the broker ## Roles that work in Dotloop Executive & admin ### Transaction coordinator Dedicated transaction coordinator - Deep familiarity with purchase contracts, contingencies and closing timelines - Date discipline: nothing slips because a reminder was not set - Clear, professional communication with clients, agents, lenders and title Works in Hire a remote transaction coordinator [Transaction coordinator](https://assistbpo.com/roles/transaction-coordinator/) Executive & admin ### Listing coordinator Dedicated listing coordinator - Accurate MLS data entry and knowledge of listing rules and required fields - Persuasive, compliant listing copy written quickly - Vendor coordination: photographers, stagers, sign companies Works in Hire a remote listing coordinator [Listing coordinator](https://assistbpo.com/roles/listing-coordinator/) Executive & admin ### Administrative assistant Dedicated administrative assistant - Accurate data entry with a habit of double-checking - Strong document formatting in Word, Google Docs and PDF tools - Spreadsheet skills: lookups, filters, pivot tables, basic formulas Works in Hire a remote administrative assistant [Administrative assistant](https://assistbpo.com/roles/administrative-assistant/) ## Services delivered in Dotloop - [Document management outsourcing](https://assistbpo.com/services/document-management/) - [Remote compliance administrator](https://assistbpo.com/services/compliance-admin/) - [Data entry services](https://assistbpo.com/services/data-entry/) - [Operations virtual assistant](https://assistbpo.com/services/operations-assistant/) ## Frequently asked questions ### What does a Dotloop virtual assistant do day to day? The morning starts with deadlines: every loop with a contingency, financing or appraisal date inside three days, and every signature still outstanding. Signers get chased by text and email, agents get a short list of what needs their voice. Then new loops from yesterday's accepted offers, built from your template with all parties and roles added. Through the day documents arriving by email are filed and renamed, amendments are prepared and sent, and finished files are submitted for review. The end-of-day report shows loops opened, signatures collected, files submitted and anything at risk. ### Do you have Dotloop certified assistants? Our transaction assistants are trained on Dotloop before they touch a live file: loop templates, task templates, roles and permissions, document handling, signature preparation, status stages and the compliance review flow. That training is ours. We do not claim Dotloop or Zillow Group certification for our staff, and AssistBPO holds no partner, reseller or affiliate status with either. The product name identifies the software you use. We will happily walk you through the assistant's real file experience, including the state or provincial forms they have worked with, during the match. ### How much does a Dotloop virtual assistant cost? Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated transaction assistant is priced per person for a monthly block of hours in your time zone rather than per file, which suits teams with steady volume. Lower-volume brokerages sometimes prefer shared coverage sized to files per month. Your Dotloop subscription and agent seats stay on your own account and are billed by the vendor directly. We add nothing to the software cost and never resell seats. ### Can the assistant prepare and send documents for signature? Yes, within the limits you set. They prepare forms from your own library, place signature and initial fields, and send in the order your process requires. What they do not do is give advice on terms, choose between forms where the choice is a judgment call, or sign anything on behalf of a party. Those stay with the licensed agent or the broker. Many teams have the assistant prepare and hold, then release for sending after the agent approves in a message. The review log shows who did what. ### How do brokers keep compliance oversight? Nothing changes about your review process. The assistant submits files for review exactly as an agent would, and your compliance reviewer approves or rejects as usual. What changes is that files arrive complete more often, because someone worked the checklist before submission. The assistant keeps a running log of the items your reviewer rejects most, which usually points at one or two forms with confusing fields. Brokers get a weekly loops-by-status report so nothing sits unseen until the week of closing. ### How do we give the assistant access safely? Add them as a user or team member in your own Dotloop account with access to the loops you choose, at the permission level your brokerage uses for admin staff. They sign in from a managed company device with two-factor authentication and no shared passwords. Dotloop records activity against their name on each loop and document, so an audit trail exists for every action. Access can be narrowed to specific teams or removed in seconds, and your broker keeps full ownership of the account. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/dotloop/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt