Features
TotalBrokerage was designed by one of the nation’s top real estate brokers and built by an accomplished software engineering team. After years of exploring inflexible, cumbersome and over-priced real estate software, the frustrated founders set out to design an innovative, world-class and complete real estate brokerage software solution. TotalBrokerage replaces all the other software that a typical brokerage is using today. TotalBrokerage can be customized to meet any size brokerage’s needs. It can even link with many third party software programs, such as leading MLS providers. TotalBrokerage gives Agents and companies a competitive edge to increase revenues and powerful efficiency to decrease expenses.
CRM
A powerful CRM that helps Agents capture more customer leads while maintaining a streamlined record of all “touches”. From automated email drip campaigns, to logging emails, our CRM is easy to navigate, access and deploy in conjunction with any marketing plan.
Lead Management
Agents, Team Leaders, Office Managers, Lead Administrators and Brokers are given oversight to ensure that no lead is overlooked or neglected. Keeping track of customers has never been easier or more secure. Valuable leads are tracked throughout the lead generation process.
Marketing
The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your database of existing and prospective customers. With drip campaigns, auto responders and a built-in HTML editor, staying in touch has never been easier.
Transaction Workflow
The Transaction Workflow Management allows users to create, edit and store all the necessary forms and documents. With built-in compliance, electronic signature, and a file storage system, the software makes sure your transactions are compliant with your regulations.
E-Signature
Secure and user-friendly e-signing capabilities that are responsive and customizable. All services are compliant with ESIGN and UETA Act. Get your documents signed online in seconds with TotalBrokerage's built-in exclusive "wet ink" e-signature integration.
Accounting
Managers can track performance and adjust pre-determined commission splits. Agents can monitor and track individual file expenses to better calculate gross vs net profits on a file-by-file basis and for end of year tax preparation.
Reporting
A report generation system allows users to analyze and evaluate data with templates and customizable reports. Have complete insight into lead conversion, statistical evaluations, financial projections and all critical performance trackers.
Auditing
Never lose important data, once it has been saved. The software maintains a viewable archive of all changes and input into the system, whether they are done intentionally or accidentally. It’s your database, don’t let it get corrupted and ensure the integrity of its contents.
Cloud Storage
Capable of unlimited storage space built directly into the platform. You can store an entire library of documents, photos and videos with your Transactions or Contacts. Easily replace all other storage systems.
Vendors
TotalBrokerage keeps track of your trusted vendors, pre-populating them into your documents, and can report on who you use most. You can securely share documents with them or have them e-sign any required forms.
QuickBooks Integration
Synchronize your transaction data directly to both Quickbooks Desktop and QuickBooks Online. You will save countless hours and not worry about entering incorrect information into your accounting books.
Teams
Teams can fully customize their business and branding, within their brokerage. They can manage their communications, productivity and profitability independently to operate like a brokerage within a brokerage.
Forms Library
The platform stores industry, state and local forms as well as brokerage and agent-specific custom forms. All forms are e-fillable and editable. The Forms Wizard helps users to select the right forms for each transaction scenario.
Action Plans
Step-by-step checklist procedures for servicing each type of customer to convert them from a contact to a commission. Assign different responsibilities to each person on your team. Collaboration ensures success.
SMS Texting
Send individual notifications or mass marketing announcements by text message, which makes communicating easier than ever. Texting has a 50X greater open rate than email, so be certain your messages are being viewed.
Capture and send your Facebook leads directly to TotalBrokerage. No third party software is required. As with all leads, you have complete oversight and tracking.
Lead Capture
TotalBrokerage connects to every front-end website. We capture your online leads from any third party portal and lead gen website to organize in one location.
2018 Inman Innovator Awards Finalist
