TotalBrokerage

Kommentare: The program is very easy to understand and use, it takes a little time to get use to but in the end it's a great tool to have for our business. Always SAVE your work when adding information otherwise your back to the beginning. Learned the hard way but now I'm programmed to look for the save button. I've completed contracts, listing, and buyer broker agreements right on my phone while attending events and classes. Makes life simple if you ask me!!!!

Vorteile: I love the way everything auto populates to cut down on having to enter the same information over and over again while preparing our files. The shared user information also helps us share our files with others who may be involved in our transactions. This feature allows for quick updating and easy access to information that is needed in all transactions. Great for our business loved APP files but this blows it away!!!!

Nachteile: Still learning ways to send emails with attached documents. I wish there was a way to send a BC or CC on the Signature Requests so we can double and triple check the documents sent. That's just me personally.

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!

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.

Kommentare: 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!!

Vorteile: 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.

Nachteile: 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.

Kommentare: I'm able to save a little more time preparing a file. I'm able to keep up with all my customers.

Vorteile: There are multiple features I like about this software. I'm able to fetch the data from the MLS. Input most of the based information before I prepare the contract.

Nachteile: The widgets on the dashboards. I'm unable to view my pending transactions, and newly created transaction.