TotalBrokerage

4.7 (130)
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Web-based real estate platform

Overall rating

4.7 /5
(130)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.4/5
Customer Support
4.7/5

93%
recommended this app
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130 Reviews

Dawn
Dawn
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Newbies but already love it!

Reviewed on 2022/08/04

The set-up is truly exceptional compared to past experiences.

The set-up is truly exceptional compared to past experiences.

Pros

It is so smart. Definitely can see that it was built exactly for a real estate broker's needs.

Cons

No cons as of yet. We are still in the setup stages.

Gil
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TotalBrokerage is one heck of a company!

Reviewed on 2021/01/29

We originally tired Brokermint and just before we were ready to go live with it, we found they had...

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!

Reasons for Choosing TotalBrokerage

With Brokermint, after spending all the time setting everything up we could not get our contracts and documents to print correctly from our mobile Apple devices. Everything else printed fine, Brokermint documents were the only issue. They really couldn't give us a reason why or timeline of when the issue would be resolved which was a HUGE issue for us as our office is going fully virtual for our agents.

Switched From

BoldTrail Back Office

Reasons for Switching to TotalBrokerage

Earlier in the year as I was trying to figure out what products to use for our virtual office systems I tried Broker Back Office and it was not nearly robust enough. I then tired Brokermint and experience our printing issues. I had also used BrokerWolf years ago and after looking at it again they really haven't changed their funky menu systems or user interface from 10 years prior. Once I saw the pricing and the ability of TotalBrokerage I figured it was worth a shot. Once I got things set up, and now see it in action along with the customer support they provide , I wish I would have found TotalBrokerage a long time ago. It would have save me a lot of time and money! Do not overlook this product!
Verified Reviewer
Overall rating
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 0.0 /10

TB Aug 2022

Reviewed on 2022/08/05

This is the 3rd document management software I've learned in this industry. It is by far the worst....

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.

Pros

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

Cons

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.

Response from Brokerage Management Solutions

We're sorry you feel that way. As you can see from all of the other reviewers, the system can save you time if you know how to use it. We are happy to continue training anyone, free of charge, at any time. Feel free to reach out to our success team.

Hayley
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We LOVE total brokerage

Reviewed on 2020/09/28

We love total brokerage. The team is incredible and always making adjustments and improvements. It...

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!

Alternatives Considered

dotloop

Reasons for Choosing TotalBrokerage

RBO was quirky and not making the changes to the CRM as promised.

Switched From

RealtyBackOffice

Reasons for Switching to TotalBrokerage

The potential! We love the product that total brokerage is becoming!
Benjamin
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Total Brokerage will make your daily work life much easier

Reviewed on 2020/10/15

Total Brokerage makes your daily work life and activities much easier. As busy as we all are that...

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

Maria
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM we found

Reviewed on 2020/09/27

Pros

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

Cons

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

Monica
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Total Brokerage is amazing

Reviewed on 2022/08/04

Love it

Love it

Pros

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

Cons

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

Traci
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TB is Awesome!

Reviewed on 2024/08/16

Fantastic!! TB has been a lifesaver for our brokerage making compliance a breeze!

Fantastic!! TB has been a lifesaver for our brokerage making compliance a breeze!

Pros

Multifunction - having everything in one place.

Cons

Use of the initial set up in forms is not the easiest.

Jessie
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product

Reviewed on 2024/08/08

Pros

Easy to use and great interface for crm.

Cons

Documents for NM were never synced to the program.

Odette
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Limited review.

Reviewed on 2024/07/19

Pros

I did not use this personally but it seems to be effective for my agents and TC.

Cons

I do not like the contract terms and length.

Response from Brokerage Management Solutions

Thank you for your feedback. We’re pleased to hear that TotalBrokerage has been effective for your agents and TC. Our support team has gone above and beyond to accommodate your needs and provide exceptional service during your experience with us. We appreciate your continued partnership and are committed to supporting your success.

Catherine
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Transaction Software I Have Used

Reviewed on 2022/08/09

Using this software gives me confidence that I am including all the pertinent information such as...

Using this software gives me confidence that I am including all the pertinent information such as forms, contacts, communications and signatures that are critical to a transaction. I have been selling real estate for over 20 years, having begun with all paper files to now having everything stored in one safe place makes my job so much easier. I appreciate the fact that I get email reminders about tasks and critical dates that I set up in the calendar. It's easy to get distracted from the paperwork when you are also showing and listing properties. I feel like I am not likely to "drop the ball" when TB helps me keep my tasks timely and organized.

Pros

I love that Total Brokerage is so user friendly. The learning curve is quick. The software seems intuitive and logical to me.

Cons

I have been using Total Brokerage for the past three years. So far I have not found anything I don't like about the product.

Julie
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TB Feedback

Reviewed on 2022/08/05

It's all positive with TB.

It's all positive with TB.

Pros

Transaction Mangement and Contact Details

Cons

Actually is easy to use and the training and support to use it is awesome!

David
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ease of Use

Reviewed on 2020/10/21

Pros

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.

Cons

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.

Michael
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Honest and Legitimate Review

Reviewed on 2019/09/15

It doesn't give you a user friendly experience the way the iPhone does but once you use over and...

It doesn't give you a user friendly experience the way the iPhone does but once you use over and over and over again, you grow accustom to its features. It doesn't appear to be intended for an agent friendly experience. Yet, with the options it offers, it meets my needs as a Realtor. It definitely forces you to be organized and accountable to maintaining customer information. By far what makes TB a winner is that it's mobile friendly! That is a HUGE WIN for any Realtor!

Pros

- MLS info transfers
- Organizes customer information
- You can upload documents in TB from your phone
- You can make documents editable from your phone
- Electronic signatures are user friendly
- You can apply initials all throughout a contract once as oppose to adding initials one page at a time
- You can add a long list of Buyers and Sellers

Cons

- You can't upload more than one document at a time
- You can't delete an "x" amount of initials or signatures after making a copy of an executed original form
- With Seller's that include a trust or require a long name typed out, the name hides behind the section for "Seller #2". Even after the "EYE" is selected, it appears as though the name is cut off but once the document is sent out for signatures it appears for the viewer.

Phoebe
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

How I use TotalBrokerage

Reviewed on 2022/08/09

Helps me get documents submitted to my company for approval.

Helps me get documents submitted to my company for approval.

Pros

Total Brokerage is helpful for submitting documents for approval to the company.

Cons

Many of the features are not "standardized" so are hard to learn or seem to be back a few generations of improvements as compared to other software.

Sally
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Definitely LOVE Total Brokerage

Reviewed on 2020/09/25

Very happy with it.

Very happy with it.

Pros

Very easy to use, a great system that allows you to put ALL your files in one place, sends you reminders, etc. You can add email campaigns and do so much more with this great system.

Cons

Sometimes my customers have a hard time signing docs on their phones. Otherwise I love it!

Danny
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Total Brokerage ease of use

Reviewed on 2022/08/11

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

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

Pros

Soup to nuts from CRM to transaction management and compliance

Cons

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.

Joshua
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

TotalBrokerage makes Real Estate smoother

Reviewed on 2020/09/25

Pros

TotalBrokerage makes transactions run smoother. By following the task checkboxes, it helps you confirm each transaction goes accordingly and on track. The e-signature functionality is a helpful tool allow for quick document review and reduce paper waste. TotalBrokerage allows a transaction to be handled entirely remote.

Cons

The current limitations of TotalBrokerage would include the notification system. The basic text message are helpful but could be more powerful. In the case when a team member or office manager adds a document to a file, it would be helpful to receive a text notification with the file name.

Amanda
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent System

Reviewed on 2022/08/05

The support has been wonderful.

The support has been wonderful.

Pros

This software makes it super easy to manage the transactions and paperwork for my agents. I can check on contracts, etc. from my cell phone or laptop wherever I am. It is a great program.

Cons

Some of the features were difficult to figure out on my own but customer support is always available.

Tony
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Our brokerage go to CRM

Reviewed on 2020/09/27

Pros

CRM + DocuSign + Mailer Drip campaign all in one.

Cons

There is no mobile app, or iphone integration.

John
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Needs more Beta Testing to make product user friendly

Reviewed on 2022/08/04

Unfortunately, I have to use this program on a daily basis and it makes me angry to log in.

Unfortunately, I have to use this program on a daily basis and it makes me angry to log in.

Pros

I can honestly say, this program needs to back to square 1. Brokers / Realtors should've been used as consultants to make this software more intuitive for end user.

Cons

The fact my broker company dropped an excellent program ( Appfiles ) which was by far easier to learn and use.

Response from Brokerage Management Solutions

We're sorry you feel that way. You can't compare a legacy product (Appfiles, which hasn't been updated in almost a decade) to a top of the line product. As you can see from all of the other reviewers, the system can save you time if you know how to use it. We are happy to continue training anyone, free of charge, at any time. Feel free to reach out to our success team.

James
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TotalBrokerage Rocks!

Reviewed on 2021/02/05

They Rock! It's truly the best real estate software from Contact to Contract to Close. I'm thrilled...

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

Pros

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 ❤️

Cons

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

Michelle
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Total Brokerage Review

Reviewed on 2020/09/29

Total Brokerage is a robust CRM systems that stream lines the necessary daily tasks required within...

Total Brokerage is a robust CRM systems that stream lines the necessary daily tasks required within the real estate industry. Whether it is simply inputing customer contact information or preparing and emailing legal contracts, the ease of use, with only a few pushes of the button, makes this program a pleasure to work with.

Pros

Ease of access into the program whether it is on your computer or on your cell phone. I really appreciate the text message feature alerting you of either calendar reminders or completed signature requests for pending documents.

Cons

Some of the fields within the CRM are spread along different pages. But I think that is more of an internal company set up feature.

Lilah
Overall rating
  • Industry: Real Estate
  • Company size: 501–1,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

“TotalBrokerage -Is your answer Key “🔑

Reviewed on 2019/09/25

Overall the TotalBrokerage it’s a great tool
That’s helps you to be the Agent that you want to. ...

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!!

Pros

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.

Cons

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.

Nadiya
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

TB users review

Reviewed on 2019/09/14

Pros

It has a lot of options. Ability to send paperwork for electronic signatures. Like automation.

Cons

The system is not automatically saving changes. Inability to make changes after clicking Save button.
Would be nice to have some templates ready that you can change to fit the needs. It doesn't 'Fetch" information from my MLS ( RAPB+GFLR ) into contract paperwork. I have to do it word by word and it takes a lot of time.

Response from Brokerage Management Solutions

Nadiya,

Your company does have the "Fetch" for those MLS mentioned, please contact your broker. Additionally, the Save button does allow you to save after. Perhaps you would like some additional training to get you over these issues?