All TotalBrokerage Reviews
1-25 of 116 Reviews
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Hayley
Real Estate, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSWe 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!
CONS1. 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!
Reason 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.
Benjamin
Real Estate, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Total Brokerage will make your daily work life much easier
Total Brokerage makes your daily work life and activities much easier. As busy as we all are that is a great asset and important. Simple to use and learn. Also you have the ability to keep you expenses on each transaction along with many other features. Always improving on an already great product.
PROSThis is very user friendly, makes daily work activities, emailing, tracking, doing contracts, storing documents quicker & easier and is very efficient .
CONSNot , much to dislike once you get used to using it which does not take long at all. and if you need help the support teams are awesome patient and helpful
Reasons for switching to TotalBrokerage
Company switched over and it was a great move.
Anonymous
1 employee
Used daily for less than 12 months
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.
PROSThe ability to obtain signatures in the same place docs are managed.
CONSWay 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
Maria
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Best CRM we found
Great functionality! With TB we have everything we need and more!
CONSInterface, 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
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Total Brokerage is amazing
Love it
PROSEasy to use and understand. They are always making it better
CONSNothing 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
Sabrina
Real Estate, 1,001-5,000 employees
Used daily for less than 12 months
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!
PROSEverything 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!
CONSCurrently, 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
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.
PROSIt'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!
CONSThe 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
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!
PROSI 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.
CONSI 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
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.
PROSWe 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.
CONSThe 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Ease of Use
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.
CONSMy 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
Dominique
Real Estate, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2022
TotalBrokerage Review 2 years in
I appreciate having a cloud-based transaction management system to house the brokerage's transactions.
CONSI 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
Jonathan
Real Estate, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Ease of Use
The best thing about Total Brokerage is that i can use it with my iPad and iPhone. The last software my company used require special browsers to be downloaded for it to work. I iPad pro and pencil make the editing real simple. Also being able to see if a customer view documents when Sharing and Signature request is a bonus.
CONS2 issues i have with TB is that adding signature boxes and text boxes over already established boxes do not line up properly. Finally if there was a way to copy to all pages and deleting boxes on the iPad would make it fantastic
Reasons for switching to TotalBrokerage
company wide
Jennifer
Real Estate, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Seamless transaction management system for the modern Realtor
Overall, TotalBrokerage is my one stop shop for all my real estate transactions. I need nothing else! Cloud Based Document Storage ✔️ Contactless Transaction Friendly ✔️ On the go accessibility ✔️✔️✔️
PROSI love how user friendly and platform friendly this software is. I can access documents from my phone and request signatures just as easily!
CONSI wish there was more functionality with PDFs such as rotating them.
Anil
Real Estate, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2022
Good offering!
Product is very good. Customer service is excellent.
CONSNo mobile app. Costly if you are a new brokerage start up with a growing and relatively inexperienced team. If you have an existing team that is generating lots of business, I think it can be very cost effective all in one software.
Reason for choosing TotalBrokerage
More cost effective; all in one offering
Sally
Real Estate, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Definitely LOVE Total Brokerage
Very happy with it.
PROSVery easy to use, a great system that allows you to put ALL your files in one place, sends you reminders, etc. You can add email campaigns and do so much more with this great system.
CONSSometimes my customers have a hard time signing docs on their phones. Otherwise I love it!
Ivan M
Real Estate, 1,001-5,000 employees
Used more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Ivan M Benjamin Jr
It's easy, fast, reliable and accurate.
PROSIt's easy, fast, accurate and reliable.
CONSI am satisfied with the developer's foresight...
Reasons for switching to TotalBrokerage
More robust features...
Jessica
Real Estate, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Total Package for my business
Total Brokerage is the absolute total package to run my business. As a new agent in this amazing world of Real estate I couldn't have been more lucky to be a member of Total Brokerage it allows me to handle lead management and nurturing, marketing, transaction management, accounting, reports, bookkeeping, Commission control and payment. I mean it's ALL in one sweet-smooth transaction software !
CONSThe only thing I can think of is the 20min non-activity log off and I understand is for security purpose, SO not really mad about it.
Judith
Real Estate, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Total Brokerage
I like this software solution as it takes one from the contract all the way through to the closing. It keeps track of the customers in an easy fashion. It allows me to create, edit and store the necessary information needed for each transaction.
CONSI don't like having to enter both husband and wife's name separately.
Reasons for switching to TotalBrokerage
Brokerage had us switch.
Pablo
Real Estate, 501-1,000 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
I Run My Whole Business in TB
Total Brokerage is the most practical software for real estate agents. Total Brokerage allows to follow up with my clients in the profesional level that I like and I love that I can run my real estate transactions from beginning to end in one software.
PROSI love the CRM in Total Brokerage and the automations that I can use with my clients
CONSI cannot think of anything. Total Brokerage is the best
Reasons for switching to TotalBrokerage
Total Brokerage is better duh
Julie
Real Estate, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Julie Ann Brown's review of Total Brokerage
I love the system as it has save me time and help close more deals.
PROSThe ease of completing contracts saves time. The CRM keeps me organized and is helpful for follow up.
CONSWhen covering for another agent in the office who also uses Total Brokerage and I need to complete an offer/write an offer lease on their listing it can be cumbersome.
KEITH
Real Estate, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed September 2020
User Friendly System
very statisfied
PROSIt is very issue to use , not difficult to use, better than Docu Sign
CONSYou are NOT able to know how many times someone logs in to review a document and more importantly it does NOT tell yo the day and time of each log in
Reasons for switching to TotalBrokerage
because our broker suggested it
Amanda
Real Estate, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2022
Excellent System
The support has been wonderful.
PROSThis software makes it super easy to manage the transactions and paperwork for my agents. I can check on contracts, etc. from my cell phone or laptop wherever I am. It is a great program.
CONSSome of the features were difficult to figure out on my own but customer support is always available.
Aquanas
Real Estate, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
3
FUNCTIONALITY
4
Reviewed September 2020
Realtor at work
I really like the contact management and ease of integration into the documents.
CONSIf something needs to be added to a previously sign document, there is no way to edit and resend.
Kelly
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Daily use of Total Brokerage
This system is easy to use. It keeps us connected with all of the Signature Realtors. Very easy to retrieve any information we may need to close on the property. In my opinion it's user FRIENDLY. Great tool.
PROSEasy to use. Easy to maneuver from screen to screen.
CONSMaybe outside agents should be able to communicate with our inside agents.
Sung
Real Estate, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed October 2020
One Stop Contact to Contract
There is a learning curve for this platform and you can say it is due to the fact that this is truly comprehensive and robust system.
CONSI've been using this system for almost three years and I am sure I haven't mastered half of it's functions! Perhaps this con is actually a pro?