RealtyBackOffice

Kommentare: I love realty back office. I love when I call, they actually answer. I love when I have problems, they fix them, and when I have suggestions, they implement them. I love how it is a one-stop shop for our agents and while it is pretty simple right now, it has the potential to be a very powerful software. We can't wait to see the development and be apart of the ride!

Vorteile: There are so many things that originally drew me into RBO. To start off, we loved that when we called, we got an actual person. We also loved the idea that it was a one stop shop for all of our needs. There is a built in CRM, Transaction Management, commissions tracking, user tracking, and Esignature platform. We loved that the agents had one place they had to go to that met all their needs instead of needing to use multiple platforms. We also love that when we have a suggestion for the platform, they actually take it to heart and work on implementing those changes!

Nachteile: Definitely the e-signature and form library needs to be updated. They are not traditional forms and instead you have to move your cursor from blank to blank. Additionally, creating forms for your customers is a nightmare because you have to set them up each time individually. I also wish the CRM was a bit more robust, but it is getting there!

Kommentare: I’ve been using RBO for the last few years and love the system. It's intuitive, affordable, and gets the job done. Support is something pretty special too. Of all the tools we use, no support team ever gets back as quick as their team!

Vorteile: RBO is quick to learn and the support options are fantastic. Especially frequent user orientations. These are great if you're in the hiring phase and need to get folks up to speed quickly.

Nachteile: I wish the email a customer receives when requesting an e-signature was brandable with our Brokerage information/logo/email address. Not a deal breaker though.

Kommentare: I've been using Realty Back Office platform for the past four years. The platform is designed through broker's vision and help brokers save time for the the tedious management work. Their customer service is always by the site whenever you need tech support. Great back office platform!

Vorteile: Create through a broker vision that save time for tedious management work.

Nachteile: downloading the contact database will be available later on. Can't wait for this function to be activated.

Kommentare: This software has helped save us time and money.

Vorteile: RBO is very user friendly, all of our agents are adjusting nicely. They love the "E" signature feature for all their documents (no more having to purchase seperate systems). Our bookkeeper is very please to have all transactions at the finger tips now instead of all the paper work (truly saving time & $$$$).
As a managing broker we now have ONE system that tracks and documents each transaction. This is extremely beneficial for compliance and an excellent tool for Risk Management.
The team at RBO has been so helpful and supportive. We had been looking for such a system for over 2 years. We are very happy to have found RBO!

Nachteile: At this time we do not have any CONS. The team at RBO has been very helpful with our transition to this system.

Kommentare: We are now able to track activity for those agents that are not office based to get a better understanding of what business is being generated. Where before we had to wait until the agent turned in an accepted offer to know. This makes forecasting and budgeting much easier.

Vorteile: The new CRM module with its ability to distribute and track leads sent to agents and the fact that the product is branded. Not just our logo, but Company colors, starting with the login screen all the way through the client emails sent from the system.

Nachteile: I least like to e-signatures module and trying to complete company forms, especially when it comes to adding a Buyers conditions page and needing to write buyers and seller information already in the system under contacts.