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.

This is very user friendly, makes daily work activities, emailing, tracking, doing contracts, storing documents quicker & easier and is very efficient .

Not , 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

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

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

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.

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

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.

Love it

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

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

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!

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!

Currently, I honestly have zero complaints!

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

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!

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.

Difficult for me to learn, but well worth it!

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.

I would have preferred customers in CRM to be alphabetized.

Support is very thorough and responsive.

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.

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.

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.

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.

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

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.

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

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

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.

Overall I'm very satisfied with total brokerage and would recommend it.

CRM is amazing, helps you organize your contacts and have great communication with them

Tabs are not user friendly, the automation need more instruction, I'm still not sure how they work!

Very easy to use and like the compliance feature.

I would like to see a section for emails received or sent relating to the file that are not directly from or to Total Brokerage.

Overall the TotalBrokerage it’s a great tool That’s helps you to be the Agent that you want to. Its Guide you with your transaction steps by step. It has a great marketing tools for you to to choose and design your own ads. If you are an investor or an agent it has variety of vendors list anywhere from moving companies to cleaning company etc, and you can add your own as well. My favorite part it has a great way of helping you to build relationship with your customers by sending them emails, post card for holidays or even their favorite sport. Extremely helpful Is the a reminder that will remind both parties when things are due and it’s also can sync to your calendar on your phone. And there is so much more!!

My favorite section is the Tasks, I found it extremely useful, specially as a new agent because It’s guide you step-by-step to what forms must be completed for your transaction. After three tasks that you have completed, it’s been sent to be reviewed. If those Tasks are complete and correct It will let you know you that you passed and you can move forward to the next three tasks. If it’s not being approved it will tells you what you are missing and therefore, it will helps you to correct any mistakes and you won’t be allowed to move forward until those mistakes are been approved.

I Actually love this software, it just at first you feel overwhelming but as you start using it over and over you will found very easy to used and extremely helpful.

The ease to navigate through the platform. Once you get to understand the workflow- it’s easy.

I thinks it’s easy. My broker kept making changes and improvements as we got started with the platform. Just got to know where to push the buttons for what you need.

at best it's decent but I would not choose the program over others unless a lot was done.

Soup to nuts from CRM to transaction management and compliance

When working with documents you cannot see what is written from the assigned fields unless you preview, you cannot add information when in preview mode. It is clunky and not easy to work with. There is no app for your phone which is insane to me in this day and age.

I like the program NOT the popup. Very good program....just quit with the popup

I hate the popup that comes up every time I open this app. That's the most aggravating thing.

The support of this product is exceptional. I am an old timer AND a software developer.Sometimes you have to know the difference between steak and gravy.. This software and ESPECIALLY the support team is STEAK!

N/A.. I have some product suggestions but there isn't anything not to like.

It is like one stop shopping, everything you need to do in Real estate is in in this program. It also has step by step instructions for many functions, in the ? Help section.

It started out as learning experience for me since I had not sold Real estate for many years, but with a few classes it is a very easy system to use.

They Rock! It's truly the best real estate software from Contact to Contract to Close. I'm thrilled that we have this 1 awesome platform system with Southern Classic Realtors. There customer support staff is amazing and very responsive. They have been very good to work with and they allow me the opportunity to customize their system to my company operations. Excited to be in business with TotalBrokerage! -James Hamby President and CEO of Southern Classic Realtors

It's truly the best real estate software from Contact to Contract to Close. I'm thrilled that we have this 1 awesome platform system with Southern Classic Realtors. Check out their website: TotalBrokerage.com and see all the features available... You'll love it ❤️

They are currently working on one feature in regards to multiply esigning capabilities.

its okay bust sometime difficult to use and train on

I like the fact it has the potential for an all in one but certain functions are missing and its not user friendly

its not user friendly and its very hard to train on

Ease of use, completeness, logical system.

save should be automatic or save button in more places on screen. Having to go in and out of documents after upload to see uploaded document.

My overall experience is excellent! Customer service is always there to support you and assist you when needed and very patient with you!

User Friendly/easy to manage....training is available throughout the week and that is very helpful

unable to delete uploaded transactions on the checklist

It helps mantain an impecable transaction every single time.

there is nothing NOT to like as far as I am concern.

All in one CRM and marketing software, great agent support

None, I love using TotalBrokerage. Makes my work easier