All TotalBrokerage Reviews

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Maria

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Best CRM we found

PROS

Great functionality! With TB we have everything we need and more!

CONS

Interface, not as user friendly as expected, electronic signature, email tracking is not available

Reason for choosing TotalBrokerage

Functionality

Reasons for switching to TotalBrokerage

In general yes, but I wish TB had some of Boomtown features

Monica

Real Estate, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Total Brokerage is amazing

Love it

PROS

Easy to use and understand. They are always making it better

CONS

Nothing at this time, there have been issues in the past but those were all fixed

Reasons for switching to TotalBrokerage

My company uses it and it’s easier for me to navigate

Anonymous

1 employee

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

1

EASE OF USE

1

FUNCTIONALITY

1

Reviewed August 2022

TB Aug 2022

This is the 3rd document management software I've learned in this industry. It is by far the worst. A transaction in Dotloop can be expidited in 1/3 the time needed in Total Brokerage.

PROS

The ability to obtain signatures in the same place docs are managed.

CONS

Way too many tabs and screens, compared to similar software. The process is drastically slow and clunky with far too many clicks. Data is HIGHLY decentralized which requires large amounts of time to jump around to work transactions.

Reasons for switching to TotalBrokerage

Client Agents relocation to a new firm

Vendor Response

We're sorry you feel that way. As you can see from all of the other reviewers, the system can save you time if you know how to use it. We are happy to continue training anyone, free of charge, at any time. Feel free to reach out to our success team.

Replied August 2022

Sabrina

Real Estate, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

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

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!

Reason for choosing TotalBrokerage

Because it is the BEST and full-service, everything we needed!

Reasons for switching to TotalBrokerage

Because Total Brokerage is a FAR SUPERIOR Full-Service, All-Inclusive, Real Estate Brokerage Software! AppFiles can not hold a candle to TB!

Robert

Real Estate, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Why Use Any Other CRM

TB has made my every day life as a realtor so much easier.

PROS

It's so easy to use that I have been able to write a contract, one my phone, while coaching 3rd base in a baseball game. Simple data entry for the tabes and the whole transaction is mapped out and forms auto filled. Keeping current with my contacts is also one of my favorite features. Auto drips have never been easier. It's so easy to deliver content to my leads. Both new and old!

CONS

The only thing that drives me bonkers is having to inout the name of the buyer and seller on our Receipt of Escrow form. Why can't this data come from the People Tab? I always find myself having to go back and look at the People tab to remember the names of the other side.

Rose

Real Estate, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed September 2020

Why I love TOTAL BROKERAGE

Difficult for me to learn, but well worth it!

PROS

I love that everything is together at one source and it is so easy to look up a transaction or a client. This system eliminates the need to go to different sources to look up anything about one's customer. It also eliminates the need to keep voluminous folders of paper. Also makes it very easy to look up past customers. Additionally, as a realtor, I can send out mass mailings at one time. I love this system. I am not a technological person, and it took me a long time to learn this system, but compared to App Files, and to Dot Loop, this system is a winner, and once one learns it, is very easy to operate.

CONS

I would have preferred customers in CRM to be alphabetized.

Reasons for switching to TotalBrokerage

I switched Real Estate companies from CENTURY 21 Tenace Realty to SIGNATURE INTERNATIONAL PREMIER PROPERTIES. The transition was a little difficult for me, but I received excellent support from the people at SIPP, and eventually learned the system. Now, knowing it, I wouldn't go back or switch to any other system unless I absolutely had to do so.

Stacy

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2022

Nice Program

Support is very thorough and responsive.

PROS

We really like that the team is constantly improving and tweaking the product. They truly listen to suggestions and are always making it better. I love how it can populate the forms by group based on a series of initial questions. Also the checklist is awesome.

CONS

The mapping of forms can be very cumbersome. The esigining is not compliant with legal requirements, although convenient, we don't use it for that reason. Can only upload .pdf format documents. I wish the task reminder would have the task mentioned in the email it sends. Minor issues compared to the overall delivery product which is been very good for us.

Reason for choosing TotalBrokerage

Ease of use, more comprehensive features.

Reasons for switching to TotalBrokerage

I wanted a more robust system which Total Brokerage delivered.

David

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Ease of Use

PROS

Transaction Management at it's finest. From MLS data import to Digital Signatures to easy compliance reviews, this software makes handling real estate transactions a breeze. BEST feature is transaction tracking. Use the email functions to time and date stamp all your actions just in case you need legal protection later. There's no he said / she said if everything is legally documented.

CONS

My issues are procedural... for instance, editing a file that signatures were sent for. But it is FAR better the way it is now because all the revisions are saved for compliance.

Reasons for switching to TotalBrokerage

supported by brokerage

Staci

Real Estate, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Total Brokerage Beats the Competition Into the Ground

I am much more organized when my Total Brokerage transactions are filled out because it reminds me when something is due.

PROS

The best part of the software is that I can email multiple documents to different transactions and they are there when I go to work on my file.

CONS

I can never find it on my desktop because it blends in with my screen.

Reasons for switching to TotalBrokerage

I was told to try Total Brokerage.

CHARLES

Real Estate, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Charles " Trent " Navarro Review

Excellent overall experience

PROS

The software is very user friendly and I use it daily with my clients and use the CRM to keep track of all my ongoing contacts for marketing purposes

CONS

Sometimes there are minor glitches in the software but they all get resolved quickly

Reasons for switching to TotalBrokerage

Companies proprietory system

Dominique

Real Estate, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2022

TotalBrokerage Review 2 years in

PROS

I appreciate having a cloud-based transaction management system to house the brokerage's transactions.

CONS

I would like to see integration with e-signature platforms such as DocuSign or dotloop as they do well for the e-signature portion a bit better that TotalBrokerage. I also would like to see support for varied commission splits per agent. For example, sales and listings have different splits form leasing activities or other activities, etc.

Reason for choosing TotalBrokerage

I liked the way the product was organized

Bambi

Real Estate, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed September 2019

Old to the world of real estate; New to software driven brokerage solutions

I could not do my job without it. I could never go back to the old ways...EVER

PROS

I can do it all...MYSELF. I don't need an assistant. I don't need to scan all of my files to keep them organized. I can go to one place and everything is stored, can be changed, shared and executed with ease.

CONS

I had some difficulty at the beginning remembering certain steps, however with practice; the system does make logical sense. I found some of the support early on was less helpful than I had hoped. This had to do with the person I received on the phone, not about the software.

Jacqueline

Real Estate, 1 employee

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

TOTAL BROKERAGE SOFTWARE

PROS

This software or program is very easy to use. I can have every document well organized.

CONS

We have all the features to work very good a file and have the best results

Reasons for switching to TotalBrokerage

More features

Jason

Real Estate, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

New Brokerage that Simplified its Systems

PROS

So far love it! I started our brokerage in March of 2019. From there we brought on four systems for our day to day activity...and this was a pain. We started looking for a more inclusive system and looked several and then we came across TotalBrokerage. I sent this out for everyone to watch and get their input and they loved it. We went from four systems with four separate logins to just one! Easy to use and jump right in!

CONS

Forms and can be a little time consuming to set up but nothing to hard.

Nadiya

Real Estate, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed September 2019

TB users review

PROS

It has a lot of options. Ability to send paperwork for electronic signatures. Like automation.

CONS

The system is not automatically saving changes. Inability to make changes after clicking Save button. Would be nice to have some templates ready that you can change to fit the needs. It doesn't 'Fetch" information from my MLS ( RAPB+GFLR ) into contract paperwork. I have to do it word by word and it takes a lot of time.

Vendor Response

Nadiya, Your company does have the "Fetch" for those MLS mentioned, please contact your broker. Additionally, the Save button does allow you to save after. Perhaps you would like some additional training to get you over these issues?

Replied September 2019

Paula

Real Estate, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2022

Managing Broker

I am doing compliance for all the contracts. I wish there was a way all the items I failed went down to the end notes so. Ido not have to copy and paste everything

PROS

This is a great CRM but for writing and reviewing contracts it still is clunky

CONS

This is a great CRM but for writing and reviewing contracts it still is clunky. you have to go up and click the next button for each page

Beverly

Real Estate, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Review of Total Brokerage Platform

PROS

I most like the ability from my Broker to compliance my transactions so that I know I'm on the right tract towards completion of the transaction.

CONS

In the beginning of use, I found it a little challenging to enter information into the GAR forms. Wished I could enlarge the forms to make them more readable.

Julie

Real Estate, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

TB Feedback

It's all positive with TB.

PROS

Transaction Mangement and Contact Details

CONS

Actually is easy to use and the training and support to use it is awesome!

John

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Highly Recommend

PROS

Total Broker helps to keep my Brokerage up and running. Easy to use.

CONS

Really to do not have anything negative

Michelle

Real Estate, 1,001-5,000 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed September 2020

Total Brokerage Review

Total Brokerage is a robust CRM systems that stream lines the necessary daily tasks required within the real estate industry. Whether it is simply inputing customer contact information or preparing and emailing legal contracts, the ease of use, with only a few pushes of the button, makes this program a pleasure to work with.

PROS

Ease of access into the program whether it is on your computer or on your cell phone. I really appreciate the text message feature alerting you of either calendar reminders or completed signature requests for pending documents.

CONS

Some of the fields within the CRM are spread along different pages. But I think that is more of an internal company set up feature.

Violet

Commercial Real Estate, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2020

tenant /landors

is good and excellent

PROS

the documents at rents and security safe , is very nice the forms use the a services for my costumers and I.

CONS

in few case is very slow but in more case is nice the forms and documents in the page

LIa

Real Estate, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Total Brokerages

It's been great so far. I look forward to using the program for future transactions.

PROS

Everything is streamlined for you to share and use with several vendors and clients. It's user friendly-- all documents and files can be easily reviewed and evaluated.

CONS

Everything is there for your convenience-- just the areas to write in separate text can be easier to use.

Elizabeth

Real Estate, 501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

5

Reviewed September 2019

From crying to loving it!

PROS

Total Brokerage can be used on my iphone, ipad and pc without any glitch. It is easy even though, it took me a while to understand it and be able to use it. I am not even closed to be an expert, it really ‘love it’.

CONS

It could take a while to learn it, it is frustrating to get around with so many items to input.

Tony

Real Estate, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Our brokerage go to CRM

PROS

CRM + DocuSign + Mailer Drip campaign all in one.

CONS

There is no mobile app, or iphone integration.

Danny

Real Estate, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed July 2020

Love this program

It has been fantastic

PROS

Ease of use. Once you have the customer and vendor information entered, transactions are simple and easy to use

CONS

I am relatively new to the industry and I have no complaints at this time

Showing 1 - 25 of 114 Reviews