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Loom Review: Video Messaging for Real Estate Agents

What is Loom?

Loom records your screen or camera and turns it into a shareable link, so an agent can explain a document, portal or next step without writing another long email or booking another call. It sits in the ATG Solo Agent Starter Stack as the video communication layer.

Video MessagingClient CommunicationProductivity
Loom logo

Loom

Screen and video recording

ATG verdict

Loom is a practical way to add a personal voice and a visual walkthrough to routine follow-up without adding meetings. It is a communication habit rather than a system: it is not a CRM, MLS, lead source or transaction-management platform, and it only pays off if recording becomes part of your normal workflow.

Best for
Agents walking clients through documents, portals or reports by screen recording
Starting price
$0
Free trial
14-day Business + AI trial

Independent assessment

ATG Editorial Score

Factual information verified September 14, 2026

Ease of Use9.3
Agent Fit7.4
Features8.6
Integrations8.5
Value8.6
Support8.0
How we score tools

Product Overview & Media

Loom is a screen and video recording tool that turns a recording into a shareable link. Free Starter accounts support up to 50 members, 25 videos per person and 5-minute screen recordings. Business removes the member, video and length limits and adds up to 4K recording, trim and stitch editing, branding controls, engagement insights and password-protected videos. Business + AI layers on AI workflows including automatic titles, summaries and chapters, filler and silence removal, video-to-text automation, meeting notes and recaps, and admin insights. Enterprise adds advanced security and admin capabilities plus the Salesforce integration.

Key Features

Verified Integrations

A concise selection confirmed in official vendor documentation as of the review date.

  • Slack
  • Jira
  • Jira Service Desk
  • Confluence
  • GitHub
  • Gmail
  • Upwork
  • FigJam embed
  • Notion embed
  • Intercom embed
  • Zendesk embed
  • Dropbox embed
  • GitLab embed
  • Salesforce (Enterprise)
  • Zoom Import (Enterprise)

Best For

Agents and teams who repeatedly explain the same documents, portals and processes

  • Agents walking clients through documents, portals or reports by screen recording
  • Agents sending personalized prospect or client follow-up videos
  • Teams building reusable onboarding, SOP and training videos
  • Anyone who would rather talk through an explanation than write it out

Not Ideal For

Agents looking for a CRM, lead source or produced marketing video platform

  • Teams looking for a CRM, pipeline or transaction-management system
  • Agents expecting property or listing data from the tool itself
  • Anyone needing polished, heavily edited marketing video production
  • Agents who will not build a consistent recording habit

Key Strengths

  • Fast to record a screen or camera video and share it as a link
  • Screen recording explains documents, portals and processes clearly
  • Keeps a human voice and face in otherwise plain-text follow-up
  • Recordings can be reused across clients for common explanations
  • Engagement insights on paid plans show viewing behavior

Key Weaknesses

  • Value depends entirely on consistent use
  • Starter plan limits recordings to 5 minutes and 25 videos per person
  • AI features such as auto summaries and chapters require Business + AI
  • Salesforce integration and Zoom Import are Enterprise only
  • Not a CRM, lead source or transaction system

How Real Estate Agents Use It

ATG recommends this tool inside specific real estate stacks. These are the jobs it typically does.

Personalized follow-up videos

Send a prospect or client a short recorded video instead of another plain-text message.

Listing and presentation walkthroughs

Record a walkthrough of a listing presentation, market update or report and share the link.

Explaining documents and processes

Screen record a document, portal or step-by-step process so clients can rewatch it on their own time.

Onboarding and SOP videos

Record reusable onboarding and standard-process videos once and reuse them with new agents or staff.

Team training

Share training recordings asynchronously so the team does not need another live meeting.

Pricing

Plans and prices below are from Loom's official pricing page, verified September 14, 2026. Loom states annual billing can save up to 17%. Loom's pricing FAQ states Business + AI includes a 14-day free trial, and an Enterprise trial of 14 days is available by contacting sales. Confirm current pricing on the official site before you buy.

Starter

$0

Free plan with up to 25 videos per person and a 5-minute limit per video.

  • Up to 50 members
  • 25 videos per person
  • 5-minute screen recordings

Business

$18 / per user / month

Removes core limits and adds editing and admin controls.

  • Unlimited members, videos and recording length
  • Up to 4K recording
  • Trim and stitch editing
  • Branding controls
  • Engagement insights
  • Password-protected videos

Business + AI

$24 / per user / month

Business plus AI workflows. Includes a 14-day free trial.

  • Everything in Business
  • AI workflows
  • Automatic titles, summaries and chapters
  • Filler and silence removal
  • Video-to-text automation
  • Meeting notes and recaps
  • Admin insights

Enterprise

Contact sales

Advanced security and admin capabilities. A 14-day trial is available by contacting sales.

  • Advanced security and admin capabilities
  • Salesforce integration
  • Zoom Import

Alternatives & Comparisons

  • Vidyard

    Better fit for sales and revenue teams that want asynchronous video messaging, analytics, CTAs and team-oriented video workflows.

    ATG review in progress

  • BombBomb logo

    BombBomb

    Better fit for real-estate professionals and relationship-driven sales teams that want video email, CRM integrations and client-engagement workflows.

    Read the BombBomb review

Frequently Asked Questions

Ready to try Loom?

Visit the official Loom site to review current plans and features.

ATG may earn a commission from some tools we recommend. Editorial evaluations, scores and recommendations are made independently of any commercial relationship.