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Just ask Claude about your transactions

Claude - Dotloop
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What You Can Do

Manage every transaction from Claude

Transaction Management

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

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.

Closing Coordination

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

How It Works

I build it, you use it

1
Tell me what you needShare your Dotloop workflow and what you want Claude to do
2
I build and test itI 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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I scope, build, and deliver - typically in under a week

Need Dotloop in Claude?

I build custom Dotloop integrations for your team.

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Book a free Claude 101