Transaction Management Integration

AI Phone Coverage Tied To Your Dotloop Transactions

Marlie AI answers buyer, seller, and co-op agent calls, looks up the right Dotloop loop, and routes status questions or document requests to the right agent — without interrupting closings.

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A real phone front-door for Dotloop-powered transactions

Dotloop runs the back-half of the deal — disclosures, signatures, and the closing checklist — but the phone is still where most surprises hit. Buyers ask where their docs are, sellers want to know if anything is missing, and co-op agents call about the package status.

Marlie AI gives your team always-on coverage tied to the loop. Inbound calls are answered, the caller and transaction are identified, status questions are answered from Dotloop data, and anything that requires an agent is routed with full transaction context — not a blank voicemail.

What You Get with Marlie + Dotloop

Everything you need to connect your phone calls with Dotloop — fully automated, zero manual work.

Loop Lookup

Marlie identifies callers as buyers, sellers, or co-op agents on a specific Dotloop loop and personalizes the conversation.

Transaction Status Updates

Common status questions — what's signed, what's pending, who's next — are answered from the live Dotloop loop without paging an agent.

Document Request Logging

Document and disclosure requests are captured with the loop ID and routed to the assigned agent or transaction coordinator.

Agent Routing

Calls about a loop are routed to the listing or buyer-side agent based on Dotloop assignment, with full context handed off.

After-Hours Coverage

Evenings and weekends — when most buyer questions hit — are covered so calls don't fall to voicemail before closing.

Real-Time Activity Sync

Call activity and follow-up tasks are written back to the Dotloop loop so the transaction history reflects every conversation.

How It Works

Get up and running with Dotloop in minutes — no coding required.

Connect Dotloop

Authenticate Dotloop from the Marlie dashboard via the Dotloop API. Marlie pulls your loops, profiles, and assignments.

Map Roles & Routing

Configure how Marlie identifies callers, which loop fields drive status answers, and which agents receive routed calls.

Marlie Answers Transaction Calls

Inbound calls are answered 24/7. Marlie identifies the caller and the loop, answers status questions, and captures requests.

Dotloop Stays Current

Call activity, document requests, and follow-up tasks are written back to the loop so the file reflects every touchpoint.

Built for Real Scenarios

See how businesses use Marlie + Dotloop to capture more leads and streamline operations.

Solo Agents Mid-Closing

Scenario

A solo agent is in a closing meeting and a buyer on a different loop calls about disclosures.

Outcome

Marlie identifies the buyer's loop, answers the disclosure status question from Dotloop, and books a callback so the agent isn't pulled out of closing.

Transaction Coordinators

Scenario

A TC manages 30 active loops and gets dozens of status calls a day from agents and clients.

Outcome

Marlie handles the routine status calls directly from Dotloop data and routes only the exceptions to the TC, with the loop context attached.

Real Estate Teams

Scenario

A team of 15 agents needs co-op agents and clients routed to the right person without manual triage.

Outcome

Marlie identifies the loop and routes to the assigned agent, while logging the call back to Dotloop for the team's audit trail.

Frequently Asked Questions

Common questions about the Marlie AI + Dotloop integration.

How does Marlie connect to Dotloop?

Marlie uses the Dotloop developer API to read loops, profiles, and assignments and to write activity back to the loop. You authorize Marlie from the Dotloop integrations area.

Can Marlie answer status questions about a loop directly?

Yes. Marlie can answer common status questions — what's signed, what's pending, who's the assigned agent — using live data from the loop, without needing a human on the line.

Will Marlie create or edit Dotloop documents?

Marlie can capture document requests and write notes back to the loop, but signing, document edits, and disclosure changes stay inside Dotloop with the agent or TC.

Can Marlie route calls to the right agent on a loop?

Yes. Calls are routed based on the loop's listing-side or buyer-side assignment, and the receiving agent gets the loop context and call summary.

Does this work for transaction coordinators?

Yes. TCs are common Dotloop users and get the most lift — Marlie absorbs routine status calls so the TC focuses on exceptions and closings.

Are call recordings stored in Dotloop?

Transcripts and summaries are attached to the loop activity. Full recordings stay in Marlie and are linked from the loop note.

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AI Phone Coverage Tied To Your Dotloop Transactions

A real phone front-door for Dotloop-powered transactions

What You Get with Marlie + Dotloop

Loop Lookup

Transaction Status Updates

Document Request Logging

Agent Routing

After-Hours Coverage

Real-Time Activity Sync

How It Works

Connect Dotloop

Map Roles & Routing

Marlie Answers Transaction Calls

Dotloop Stays Current

Built for Real Scenarios

Solo Agents Mid-Closing

Transaction Coordinators

Real Estate Teams

Frequently Asked Questions

How does Marlie connect to Dotloop?

Can Marlie answer status questions about a loop directly?

Will Marlie create or edit Dotloop documents?

Can Marlie route calls to the right agent on a loop?

Does this work for transaction coordinators?

Are call recordings stored in Dotloop?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

Zapier

Stripe

Square

Square Appointments

Salesforce

Pipedrive

Zoho CRM

Follow Up Boss

Close

Dubsado

Circle

HoneyBook

Keap

kvCore

17hats

AccuLynx

Act!

Actionstep

Affinity

AFrame

AgencyZoom

AgentLocator

Agile CRM

Arbox

Assembly

Attio

Autotask

Axonaut

Bark

Beacon

Bigin by Zoho CRM

Bitrix24

BONZO

BoomTown