A powerful CRM that will help Agents capture more customer leads while maintaining a streamlined record of all “touches”. From scheduled and automated email drip campaigns, to logging all email communication, our CRM is easy to navigate, access and deploy in conjunction with any marketing plan.

Agents, Team Leaders, Office Managers, Lead Administrators and Brokers are each given security clearance levels. Keeping track of all customers that entered into our streamlined database has never been easier or more secure. Save a contact with as little information as a name or as detailed and comprehensive as you wish. Valuable customer leads are tracked throughout the lead generation process. Management oversight can be instituted to ensure that no lead is overlooked or neglected.

It has never been easier to go from a business card to a listing agreement or from an online inquiry to a purchase contract. TotalBrokerage’s transaction management allows users to create, edit and store all the necessary forms, documents and approvals. With comprehensive, built-in compliance oversight, the software ensures that brokerages meet with all local, state and federal guidelines. Our convenient electronic signature capture and file storage system makes the software practical, efficient and powerful.

Brokerages survive and flourish based on their cash-flow management and profitability. TotalBrokerage was designed to help firms keep track of Agents’ commission splits, income, expenses as well as profit centers. Our customizable software allows managers to track performance and to automatically adjust for pre-determined commission split changes. From an Agent’s perspective, tracking their revenue vs. expenses is the difference between a mediocre and excellent real estate business. TotalBrokerage can also keep track of the finances of a single Agent or a series of offices, from one convenient location.