TotalBrokerage Software

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About TotalBrokerage

TotalBrokerage is a real estate CRM solution that helps businesses streamline operations related to lead capture, marketing, auditing, communication and more on a centralized platform. It enables administrators to create a procedure checklist, configures custom workflows and assign responsibilities across team members. TotalBrokerage allows marketing professionals to utilize the built-in HTML editor to create and distribute custom email drip campaigns. The transaction workflow tool lets employees create, edit and store forms and documents with eSignatures, whilst maintaining compliance with business regulations. It lets staff members automatically capture and manage leads from multiple sources, such as third-party portals, lead generation websites and Facebook. Add...
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TotalBrokerage User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 77 reviews

Eric

Verified reviewer

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2020

The search for the integrated grail

Great. Support answers so fast. After waiting for Rocket or CINC to finally offer total integration we found TB! I was thinking of creating mine own when I found something better!

Pros

How often does an agent lose a client due to lack of touching? All the time. How hard is it to track where and how does a lead and transaction really cost? Very TB finally is an agent centric solution that really does carry the client from click to close This allows agents to do the whole transaction in 1 portal instead of 5!

Cons

aesthetic look. Haven't used it enough to find all the bugs yet

Reasons for choosing TotalBrokerage

We still have rocket because it is better at lead gen and lead management

Reasons for switching to TotalBrokerage

Cost. Features. Function.

Gil

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

January 2021

TotalBrokerage is one heck of a company!

We originally tired Brokermint and just before we were ready to go live with it, we found they had an issue with printing from Apple mobile devices. I'm not sure if that's typical, but it sure wasn't going to work for our company. I found TotalBrokerage and scheduled a demo. With a time crunch I reached out to [SENSITIVE CONTENT HIDDEN] to see if we could meet early, and was more than accommodating. I'll be honest it is very rare in todays world to see a company that actually cares about customer support and making sure the product is working for their customers. TotalBrokerage is one of those rare companies and we intend to stay with them for a very long time!

Pros

The thing I like most about TotalBrokerage is their customer support! We had an issue with our new website and app hosting company not sharing the lead contacts without having to manually migrate them to any CRM each day. While this was no fault of TotalBrokerage, [SENSITIVE CONTENT HIDDEN] and his team stepped up and found a way to automate the process while the hosting company stood back and did nothing to help. This was way above anything I have ever seen a company in today's world be willing to do!

Cons

I haven't found anything that I don't like about TotalBrokerage. Everything our office has been looking for, from a CRM all the way to finalizing a transaction is all right there within TotalBrokerage. We have been able to eliminate 3 other applications that we were otherwise going to have to work with, to get the same job accomplished. Today because of TotalBrokerage our office is finally streamlined!

Reasons for choosing TotalBrokerage

Earlier in the year as I was trying to figure out what products to use for our virtual office systems I tried Broker Back Office and it was not nearly robust enough. I then tired Brokermint and experience our printing issues. I had also used BrokerWolf years ago and after looking at it again they really haven't changed their funky menu systems or user interface from 10 years prior. Once I saw the pricing and the ability of TotalBrokerage I figured it was worth a shot. Once I got things set up, and now see it in action along with the customer support they provide , I wish I would have found TotalBrokerage a long time ago. It would have save me a lot of time and money! Do not overlook this product!

Reasons for switching to TotalBrokerage

With Brokermint, after spending all the time setting everything up we could not get our contracts and documents to print correctly from our mobile Apple devices. Everything else printed fine, Brokermint documents were the only issue. They really couldn't give us a reason why or timeline of when the issue would be resolved which was a HUGE issue for us as our office is going fully virtual for our agents.

Gerod

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

Great Product!

When I log into TotalBrokerage I feel happy, knowing that I can see all of my agents' transactions, my transaction, my to-do list, my calendar and can control all of it with the touch of a few buttons!! I'm loving it more each day.

Pros

Once inside of TB you can completely do a deal from contact to close, they have made many improvements since I've started. TB staff is amazing, I even spoke to the [SENSITIVE CONTENT] when I initially called. Although I'm still learning the system, I plan on being with them for a while.

Cons

In the beginning, I tried to use it without the onboard training and not reading anything, I got very frustrated, but after the training videos, reading the helpful tips, and a few calls to [SENSITIVE CONTENT] and the team at TB. We are on our way and it looks great!!

Reasons for choosing TotalBrokerage

It covered more of my checkboxes.

Reasons for switching to TotalBrokerage

Needed something that offered everything pertaining to running a real estate brokerage, not just a CRM.

Jackie

Company size: 11-50 employees

Industry: Real Estate

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
2

Functionality

out of 5

September 2019

No a friendly software

Pros

Control on the close transactions, I can have the amount of my close transactions remain me how good or not I am doing

Cons

Is not a friendly user software. Frustrated to complete forms having all the parts on a contract as a vendor or contact, even when I don't represent both sides. Impossible to delete a form that can't be use or was a mistake to upload. Work for one county, I work with 7 different counties. As a user take a lot of time to complete a task.

Reasons for switching to TotalBrokerage

Company decision

Response from Brokerage Management Solutions

Thank you for your review. I'm glad we've been able to address your issues directly as you are still a current customer.

Replied July 2020

Hayley

Company size: 51-200 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

September 2020

We LOVE total brokerage

We love total brokerage. The team is incredible and always making adjustments and improvements. It truly is a one stop shop for all Real Estate needs.

Pros

We love that everything is one place for our agents! Even more so, we love the team behind the software. They are always working to improve and better the system and are constantly putting out new tools and features!

Cons

1. The transaction tasks - They don't require the agent to complete. They are not in front of the agents' faces at all times 2. CRM Tasks - Are only generated through action plans. Cannot be generated individually 3. Transaction Statuses - Limit features depending on the status I would like to add that they are working on fixing and changing all of these issues!

Reasons for choosing TotalBrokerage

The potential! We love the product that total brokerage is becoming!

Reasons for switching to TotalBrokerage

RBO was quirky and not making the changes to the CRM as promised.

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