TotalBrokerage

by Brokerage Management Solutions

4.7 / 5 42 reviews
TotalBrokerage

Popular Products


Who Uses This Software?

Real Estate Brokers, Teams, Agents, and Associations

Average Ratings

42 reviews
  • Overall 4.7 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4.8 / 5
  • Features 4.5 / 5
  • Value for Money 4.7 / 5

Product Details

  • Starting Price US$219.00/month
  • Pricing Details Brokerages or Teams - starting at $219 for 10 Agents.
  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • Brokerage Management Solutions
  • https://www.totalbrokerage.com
  • Founded 2015

About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing. We combine a CRM, Lead Management, Marketing, Transaction Workflow, E-Signature, Reporting, Auditing, Forms Library, SMS Texting all in one easy-to-use solution.

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TotalBrokerage Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Brainstorming
  • Calendar Management
  • Contact Management
  • Content Management
  • Discussion Boards
  • Document Management
  • Project Management
  • Real Time Editing
  • Task Management
  • Version Control
  • Video Conferencing
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Mobile Optimised Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor
  • Calendar Management
  • Client/Property Matching
  • Commission Management
  • Contact Management
  • Document Management
  • Email Marketing
  • Lead Management
  • Listing Management
  • Property Management
  • Website Management
  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Billing & Invoicing
  • Commercial Properties
  • Contact Management
  • Credit Check
  • Expense Management
  • Insurance Management
  • Landlord Database
  • Late Fee Calculation
  • Lease Tracking
  • Maintenance Management
  • Owner Portal
  • Payment Processing
  • Portfolio Management
  • Rent Tracking
  • Residential Property Management
  • Tax Management
  • Tenant Portal
  • Tenant Tracking
  • Vacancy Tracking
  • Website Management
  • 2-Way Messaging
  • Contact Management
  • MMS
  • Mass Texting
  • Message Personalisation
  • Mobile Coupons
  • Mobile Keywords
  • Polls/Voting
  • Reporting/Analytics
  • Scheduled Messaging
  • Shortcodes
  • Text-to-Win
  • Anonymity Management
  • Auditing
  • Collaboration
  • Data Protection
  • Data Storage Management
  • Document Tagging
  • Due Diligence Management
  • Procurement Management
  • Project Management
  • Role-Based Permissions
  • Secure Preview

TotalBrokerage Most Helpful Reviews

Amazing Platform

Reviewed on 14/09/2019
Philip M.
Realtor
Real Estate, 1,001-5,000 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The program is very easy to understand and use, it takes a little time to get use to but in the end it's a great tool to have for our business. Always SAVE your work when adding information otherwise your back to the beginning. Learned the hard way but now I'm programmed to look for the save button. I've completed contracts, listing, and buyer broker agreements right on my phone while attending events and classes. Makes life simple if you ask me!!!!

Pros: I love the way everything auto populates to cut down on having to enter the same information over and over again while preparing our files. The shared user information also helps us share our files with others who may be involved in our transactions. This feature allows for quick updating and easy access to information that is needed in all transactions. Great for our business loved APP files but this blows it away!!!!

Cons: Still learning ways to send emails with attached documents. I wish there was a way to send a BC or CC on the Signature Requests so we can double and triple check the documents sent. That's just me personally.

Total Brokerage is the single BEST ALL INCLUSIVE Real Estate Brokerage software out there!

Reviewed on 14/09/2019
Sabrina Z.
Realtor
Real Estate, 1,001-5,000 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: There is not enough that I could say about Total Brokerage. As a former user of AppFiles, I am so excited that our company has made the switch to Total Brokerage. We had the option to maintain our previous software or switch to Total Brokerage and I could not be happier that I decided to ditch it for a far superior option. This service is the ONLY full-service Real Estate Brokerage Software on the market, designed by and for Real Estate professionals. Also, you do not need to be tech-savvy in order to use the software. It is extremely user-friendly and on the off-chance that you have any trouble, their customer service is fantastic! I would recommend TB to anyone within the Real Estate business, it is an absolute game-changer for our industry! Thank you Total Brokerage for giving us the solution we have all been waiting for!

Pros: Everything you need is integrated with TB:
-Superior CRM
-Transactional Software (with reminders when needed)
-Marketing, such as email subscription options, which help tremendously with customer retention and follow up
-Fully integrated and Cloud hosted
-Extremely mobile-friendly, meaning I can always operate while on the go (and will never lose a time-sensitive deal again)
-E-signatures is just an absolute favorite feature of mine
-Forms Library with all the forms you could possibly need!
-Extremely user-friendly! You do not need to be tech-savvy to use TB!
-Follow all of your accounting and update expenses on a transactional basis
-QuickBooks integration, making taxes a breeze!
-Excellent Customer Service and Help Desk
-SO much more!

Cons: Currently, I honestly have zero complaints!

Honest and Legitimate Review

Reviewed on 15/09/2019
Michael V.
Realtor
Real Estate, 1,001-5,000 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: It doesn't give you a user friendly experience the way the iPhone does but once you use over and over and over again, you grow accustom to its features. It doesn't appear to be intended for an agent friendly experience. Yet, with the options it offers, it meets my needs as a Realtor. It definitely forces you to be organized and accountable to maintaining customer information. By far what makes TB a winner is that it's mobile friendly! That is a HUGE WIN for any Realtor!

Pros: - MLS info transfers
- Organizes customer information
- You can upload documents in TB from your phone
- You can make documents editable from your phone
- Electronic signatures are user friendly
- You can apply initials all throughout a contract once as oppose to adding initials one page at a time
- You can add a long list of Buyers and Sellers

Cons: - You can't upload more than one document at a time
- You can't delete an "x" amount of initials or signatures after making a copy of an executed original form
- With Seller's that include a trust or require a long name typed out, the name hides behind the section for "Seller #2". Even after the "EYE" is selected, it appears as though the name is cut off but once the document is sent out for signatures it appears for the viewer.

One Stop Shop - TOTAL BROKERAGE

Reviewed on 21/09/2019
Kellie H.
Realtor
Real Estate, 1,001-5,000 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: I like that Total Brokerage is easy to use. I input my customers into the CRM and from the CRM, I click on the drop down to create a transaction. I like that when in the transaction, you can create files and separate the documents. It also provides a check list to keep me in compliance. Another feature that I really like is the automated marketing. The amount of features that Total Brokerage offers is unlimited. This is a definite one stop shop for what I need as a Realtor. Check it out! Once you use Total Brokerage, you will not want to use anything other software.

Cons: I don't think there is anything that I did not like about the software. The only con I can think of is since I am not a techy person, it appeared over whelming to me with all the features but once I started using it and learned about the different features it was easy to navigate.

Using TotalBrokerage on a Daily basis

Reviewed on 16/09/2019
Linda L.
Office manager
Real Estate, 501-1,000 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I think the CRM and Marketing portions are the most important asset of this product. The second is the ease in creating a transaction. I can add my contacts to the CRM, create the transaction and send my documents for signatures in less than 15 minutes.

Pros: I like the simplicity of the software. I have to answer agent questions all day long and mostly they are over the phone. The templates from step to step are so easy I can walk them through an entire transaction in about fifteen minutes.

Cons: I would like to see some updates to the signature request. I would like to be able to sign on the document rather than send a request for signature. Also, I think if a document requires and approval signature, the program should allow you to sent to the approval person to sign without making a copy.

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