See It In Action

Just ask Claude about your transactions

Claude — Dotloop
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What You Can Do

Manage every transaction from Claude

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Transaction Management

View all active deals, filter by status, closing date, or agent. Get instant transaction summaries.

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Document Tracking

See which documents are uploaded, missing, or expired. Track due dates across all transactions.

E-Signatures

Send documents for signature, track signing status, and set deadlines — all through chat.

Compliance Checklists

Monitor compliance requirements per transaction. Never miss a required form or disclosure.

Task Automation

Auto-create tasks from templates, set reminders, and track progress through each deal phase.

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Closing Coordination

Track closing timelines, coordinate between parties, and ensure everything is ready for settlement.

How It Works

We build it, you use it

1
Tell us what you needShare your Dotloop workflow and what you want Claude to do
2
We build and test itWe create your custom MCP server and verify it against your account
3
Install in Claude DesktopDrop in the config file and start managing transactions through Claude — done
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We scope, build, and deliver — typically in under a week

Need Dotloop in Claude?

We build custom Dotloop integrations for your team.

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