TotalBrokerage

by Brokerage Management Solutions

Who Uses TotalBrokerage?

Real Estate Brokers, Teams, and Associations

What Is TotalBrokerage?

The only complete Real Estate Brokerage software solution from contact through closing. We combine a Lead Tracking, CRM, Email Marketing, SMS Marketing, Transaction Workflow & Compliance, E-Signature, Reporting, Auditing, and your Forms Library, all in one easy-to-use solution.

TotalBrokerage Details

Brokerage Management Solutions

https://www.totalbrokerage.com

Founded 2015

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Starting price

N/A
US$25.00
US$24.00/month
US$10.00/month

Free Version

Free Version No
Free Version Yes
Free Version Yes
Free Version Yes

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

TotalBrokerage Features

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Auto-Responders
  • CAN SPAM Compliance
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Campaign Segmentation
  • Click Tracking
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customer Surveys
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Image Library
  • Landing Pages/Web Forms
  • Lead Capture
  • List Management
  • Mailing List Management
  • Mobile Optimised Emails
  • Multi-Campaign
  • Multi-Channel Marketing
  • Real Time Analytics
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Spam Blocker
  • Subscriber Management
  • Subscription Management
  • Template Management
  • Third Party Integrations
  • WYSIWYG Editor
  • Web Forms
  • API
  • Activity Dashboard
  • Activity Tracking
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Listing Management
  • Pipeline Management
  • Property Management
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Task Management
  • Template Management
  • Third Party Integrations
  • Transaction Management
  • Website Management
  • Workflow Management
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Pipeline Management
  • Pipeline Reports
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Management
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Audit Trail
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Critical Date Alerts
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Dashboard Creation
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • File Sharing
  • Invoice Processing
  • Lead Management
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Third Party Integrations
  • Transaction Review
  • Workflow Management

TotalBrokerage deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

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TotalBrokerage Reviews

Read all reviews

Overall rating

4.8/5

Average score

Ease of Use 4.6
Customer Service 4.7
Features 4.6
Value for Money 4.8

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Share your experiences with other software buyers.

Write a Review!
Eric H.
Broker
Real Estate, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 1/10/2020

"The search for the integrated grail"

Comments: Great. Support answers so fast. After waiting for Rocket or CINC to finally offer total integration we found TB! I was thinking of creating mine own when I found something better!

Pros: How often does an agent lose a client due to lack of touching? All the time.
How hard is it to track where and how does a lead and transaction really cost? Very
TB finally is an agent centric solution that really does carry the client from click to close
This allows agents to do the whole transaction in 1 portal instead of 5!

Cons: aesthetic look. Haven't used it enough to find all the bugs yet

  • Reviewer Source 
  • Reviewed on 1/10/2020
Gil W.
Owner/Designated Broker
Real Estate, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/01/2021

"TotalBrokerage is one heck of a company!"

Comments: We originally tired Brokermint and just before we were ready to go live with it, we found they had an issue with printing from Apple mobile devices. I'm not sure if that's typical, but it sure wasn't going to work for our company. I found TotalBrokerage and scheduled a demo. With a time crunch I reached out to [SENSITIVE CONTENT HIDDEN] to see if we could meet early, and was more than accommodating. I'll be honest it is very rare in todays world to see a company that actually cares about customer support and making sure the product is working for their customers. TotalBrokerage is one of those rare companies and we intend to stay with them for a very long time!

Pros: The thing I like most about TotalBrokerage is their customer support! We had an issue with our new website and app hosting company not sharing the lead contacts without having to manually migrate them to any CRM each day. While this was no fault of TotalBrokerage, [SENSITIVE CONTENT HIDDEN] and his team stepped up and found a way to automate the process while the hosting company stood back and did nothing to help. This was way above anything I have ever seen a company in today's world be willing to do!

Cons: I haven't found anything that I don't like about TotalBrokerage. Everything our office has been looking for, from a CRM all the way to finalizing a transaction is all right there within TotalBrokerage. We have been able to eliminate 3 other applications that we were otherwise going to have to work with, to get the same job accomplished. Today because of TotalBrokerage our office is finally streamlined!

  • Reviewer Source 
  • Reviewed on 29/01/2021
Jackie C.
Realtor
Real Estate, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    2 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 16/09/2019

"No a friendly software"

Pros: Control on the close transactions, I can have the amount of my close transactions remain me how good or not I am doing

Cons: Is not a friendly user software. Frustrated to complete forms having all the parts on a contract as a vendor or contact, even when I don't represent both sides. Impossible to delete a form that can't be use or was a mistake to upload. Work for one county, I work with 7 different counties. As a user take a lot of time to complete a task.

Vendor Response

by Brokerage Management Solutions on 17/07/2020

Thank you for your review. I'm glad we've been able to address your issues directly as you are still a current customer.

  • Reviewer Source 
  • Reviewed on 16/09/2019
Hayley M.
Director of Operations
Real Estate, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 28/09/2020

"We LOVE total brokerage"

Comments: 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.

Pros: We 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!

Cons: 1. 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!

  • Reviewer Source 
  • Reviewed on 28/09/2020
Benjamin F.
Real Estate Sales
Real Estate, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 15/10/2020

"Total Brokerage will make your daily work life much easier"

Comments: 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.

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

Cons: 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

  • Reviewer Source 
  • Reviewed on 15/10/2020