CRM. Lead Routing. Marketing. Transaction Management. E-Signature. Agent Onboarding. HR. Commissions. Accounting. Reporting. Intranet.
Book a free consultation to see
if we are right for your business.
TotalBrokerage connects to every front-end website. We capture your online leads from any third party portal, lead gen website, Facebook, or custom website to organize and track in one centralized location.
A powerful CRM that helps Agents maintain a streamlined record of all “touches”. Brokers can optionally allow Agents to protect their personal contacts that are not part of any transaction.
The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your existing and prospective customers. With drip campaigns and a built-in HTML editor, staying in touch has never been easier.
The transaction management allows users to create, edit and store all the necessary forms and documents. Track and report on all the contacts and vendors. Use the activity log for a centralized location of any pertinent information, such as inspections.
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. E-signature requests can be sent via email or text message (SMS).
All of your agents commissions will be automatically calculated in any way you want. Flat, tiered, or even fees, we handle any complex commission calculation. We even natively sync to Quickbooks Online or Quickbooks Desktop, so your accountant will stay happy. Track expenses down to a individual transaction or vendor.
A reporting system that allows users to analyze and evaluate data with customizable reports. Have complete insight into lead conversion, statistical evaluations, financial projections and all critical performance trackers.
Automate the agent onboarding process to digitally request the correct information, so the agent can complete it on their time and from the convenience of their mobile device or computer, streamlining the process and ensuring nothing is missed.
Store all of your Human Resources information alongside your agents. Fully configurable, you can add license renewal dates, tax forms, and more.
Use the centralized message board for all of your internal communications, training, or upcoming listings. The agent roster allows your agents to refer deals in-house instead of to outside agents.
TotalBrokerage has a comprehensive REST API and webhook notification system. We also connect directly to Zapier, so you can build anything you can imagine.
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 data and we keep it safe.