TotalBrokerage Erfahrungen

Great Product, Incredible Service

Kommentare: WE continue to integrate more and more of the features in order to run our brokerage from a single platform instead of multiple systems, every time they launch new feature it is a feature that is actualy helpful, overall it has been a great experience.

Vorteile:

The platform itself is excellent and does exactly what it should do as a one stop fully integrated product. It is really solid, however where the company shines is in their Customer Service, I cannot tell you just how impressed I am with the speed and thoroughness of their responses and just how helpful their Customer service is.

Nachteile:

As with any software there are some processes that are not intuitive for all users, so I wouldn't call it a "con" per se, because it will happen with any platform, but it's really the only downside

Southern Dreams Realty

Kommentare: We are very pleased they are super helpful!

Vorteile:

The help is instant and they follow up with us regulary to see how things are going. I also like how it has everything together and incorporates a CRM.

Nachteile:

Sometimes it's not easy when sending forms to signatures. It's just a little confusing to the agents. They think they sent it but forgot to assign it to all the signers.

Good sales pitch, poor software.

Kommentare: Great solution as pitched to me. Training was sub-par, support was not trained how to support, [SENSITIVE CONTENT] was misleading. My group used this software for six months until the manager of our group was diagnosed with pancreatic cancer. At that point we started losing agents as we had little support to offer our agents and within a month we were down to three agents. Today, I'm now a solo agent. [SENSITIVE CONTENT]
would not let us out of contract and forced payment for the following six months.

Vorteile:

Initially it appeared to be a good solution; however, poor training changed my position. [SENSITIVE CONTENT] was the only trainer who was very nice but lacked experience.

Nachteile:

Difficult to figure out how to use on own. Training and support was surfaced at best.

Love Total Brokerage!

Kommentare: Everything was great, and I would highly recommend to anyone.

Vorteile:

I loved the all in one system. Very user friendly, and the support staff was always very helpful.

Nachteile:

There was nothing I did not really like. Anything I needed they helped, or adjusted for me.

Good Platform

Kommentare: I like TB, will continue using it and recmmmend it to others.

Vorteile:

I love the ability to create, process and store transaction documents in one place.

Nachteile:

I wish it were a little easier to use but part of that is training.

Southern Classic Realtors - General Review

Kommentare: SCR enjoys being in business with TotalBrokeage!

Vorteile:

1. Transaction Management and the ease of reviewing transaction checklist for compliance purposes. 2. Onboarding agents and file storage. 3. Reporting transaction summary. 4. Message Board.

Nachteile:

1. A way for agents to go into their account/profile and pay by CC or ACH for monthly dues, earnest money, transaction fees, etc. 2. Digital Marketing: Social Media and Listing Marketing functionality. Be able to create a social media post, brochure, flyer design, etc. So the agent can create, add images, and text, and download to the post or print that digital marketing. ***I think these functionalities and designs are what TB is missing to fully complete the full "total" brokerage feeling for both agents and brokers. I find that most other competitors have the ability to offer these items.

The best all in one CRM/Transaction Management/Marketing for Real Estate

Kommentare: The TotalBrokerage experience has truly been a breath of fresh air into my real estate career. To have such a simple user interface in such a robust product is a dream that only an industry insider could have realized. I'm in TB every single day and it is as much a life blood product for me as the MLS is - it is that critical to my business. To have a product that handles CRM, Transaction Management, and Marketing with such ease either on mobile or PC is really something I never thought possible, especially for the price!

Vorteile:

Super convenient on-the-fly CRM entry; Seamless transition from CRM to Transaction Management; Super robust Transaction Management that is tailor made for the real estate industry; Powerful Marketing module; Just a great all in one system that is invaluable to my real estate career

Nachteile:

It is so robust, I recommend getting TB to assist with integration. The more you integrate, the more powerful the tool is.

The search for the integrated grail

Kommentare: 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!

Vorteile:

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!

Nachteile:

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

Amazing Software!

Kommentare: Great experience, great customer service team, and sales team.

Vorteile:

As a seasoned broker-owner, I've navigated numerous platforms claiming to streamline operations and enhance compliance. However, none have delivered like TotalBrokerage.com. This platform has truly revolutionized how I manage my agents' transactions, ensuring every detail is meticulously organized and compliant. TotalBrokerage.com stands out for its exceptional ability to centralize paperwork, making it incredibly easy for me and my team to access, review, and approve documents efficiently. The intuitive interface and robust features ensure that each agent's transactions are tracked with precision, reducing the risk of errors and ensuring a smooth workflow.

Nachteile:

In all honesty, there is nothing I disliked about TotalBrokerage.com. The platform has exceeded my expectations in every way, providing a seamless, efficient, and reliable solution for managing transactions.

Great Product

Vorteile:

Easy to use and great interface for crm.

Nachteile:

Documents for NM were never synced to the program.

Nice Program

Kommentare: Support is very thorough and responsive.

Vorteile:

We really like that the team is constantly improving and tweaking the product. They truly listen to suggestions and are always making it better. I love how it can populate the forms by group based on a series of initial questions. Also the checklist is awesome.

Nachteile:

The mapping of forms can be very cumbersome. The esigining is not compliant with legal requirements, although convenient, we don't use it for that reason. Can only upload .pdf format documents. I wish the task reminder would have the task mentioned in the email it sends. Minor issues compared to the overall delivery product which is been very good for us.

Total Brokerage is the single BEST ALL INCLUSIVE Real Estate Brokerage software out there!

Kommentare: There is not enough that I could say about Total Brokerage. As a former user of AppFiles, I am so excited that our company has made the switch to Total Brokerage. We had the option to maintain our previous software or switch to Total Brokerage and I could not be happier that I decided to ditch it for a far superior option. This service is the ONLY full-service Real Estate Brokerage Software on the market, designed by and for Real Estate professionals. Also, you do not need to be tech-savvy in order to use the software. It is extremely user-friendly and on the off-chance that you have any trouble, their customer service is fantastic! I would recommend TB to anyone within the Real Estate business, it is an absolute game-changer for our industry! Thank you Total Brokerage for giving us the solution we have all been waiting for!

Vorteile:

Everything you need is integrated with TB: -Superior CRM -Transactional Software (with reminders when needed) -Marketing, such as email subscription options, which help tremendously with customer retention and follow up -Fully integrated and Cloud hosted -Extremely mobile-friendly, meaning I can always operate while on the go (and will never lose a time-sensitive deal again) -E-signatures is just an absolute favorite feature of mine -Forms Library with all the forms you could possibly need! -Extremely user-friendly! You do not need to be tech-savvy to use TB! -Follow all of your accounting and update expenses on a transactional basis -QuickBooks integration, making taxes a breeze! -Excellent Customer Service and Help Desk -SO much more!

Nachteile:

Currently, I honestly have zero complaints!

Why I love TOTAL BROKERAGE

Kommentare: Difficult for me to learn, but well worth it!

Vorteile:

I love that everything is together at one source and it is so easy to look up a transaction or a client. This system eliminates the need to go to different sources to look up anything about one's customer. It also eliminates the need to keep voluminous folders of paper. Also makes it very easy to look up past customers. Additionally, as a realtor, I can send out mass mailings at one time. I love this system. I am not a technological person, and it took me a long time to learn this system, but compared to App Files, and to Dot Loop, this system is a winner, and once one learns it, is very easy to operate.

Nachteile:

I would have preferred customers in CRM to be alphabetized.

Ease of Use

Vorteile:

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.

Nachteile:

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.

Honest and Legitimate Review

Kommentare: 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!

Vorteile:

- 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

Nachteile:

- 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.

How I use TotalBrokerage

Kommentare: Helps me get documents submitted to my company for approval.

Vorteile:

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

Nachteile:

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.

Definitely LOVE Total Brokerage

Kommentare: Very happy with it.

Vorteile:

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.

Nachteile:

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

Total Brokerage ease of use

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

Vorteile:

Soup to nuts from CRM to transaction management and compliance

Nachteile:

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.

TotalBrokerage makes Real Estate smoother

Vorteile:

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.

Nachteile:

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.

Managing Broker

Kommentare: I am doing compliance for all the contracts. I wish there was a way all the items I failed went down to the end notes so. Ido not have to copy and paste everything

Vorteile:

This is a great CRM but for writing and reviewing contracts it still is clunky

Nachteile:

This is a great CRM but for writing and reviewing contracts it still is clunky. you have to go up and click the next button for each page

A very good overall product.

Kommentare: its great product to keep evrything organized

Vorteile:

The fact that it keeps all my contacts and transactions in the same place.

Nachteile:

its a bit hard to get set up i still have not set up my leads gen part or email campaigns.

Ease of Use

Vorteile:

The best thing about Total Brokerage is that i can use it with my iPad and iPhone. The last software my company used require special browsers to be downloaded for it to work. I iPad pro and pencil make the editing real simple. Also being able to see if a customer view documents when Sharing and Signature request is a bonus.

Nachteile:

2 issues i have with TB is that adding signature boxes and text boxes over already established boxes do not line up properly. Finally if there was a way to copy to all pages and deleting boxes on the iPad would make it fantastic

Old to the world of real estate; New to software driven brokerage solutions

Kommentare: I could not do my job without it. I could never go back to the old ways...EVER

Vorteile:

I can do it all...MYSELF. I don't need an assistant. I don't need to scan all of my files to keep them organized. I can go to one place and everything is stored, can be changed, shared and executed with ease.

Nachteile:

I had some difficulty at the beginning remembering certain steps, however with practice; the system does make logical sense. I found some of the support early on was less helpful than I had hoped. This had to do with the person I received on the phone, not about the software.

New Growth Realty

Vorteile:

Transaction management system help with compliance

Nachteile:

The client being the builder of the system

Great Software

Kommentare: Overall I'm very satisfied with total brokerage and would recommend it.

Vorteile:

CRM is amazing, helps you organize your contacts and have great communication with them

Nachteile:

Tabs are not user friendly, the automation need more instruction, I'm still not sure how they work!