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TotalBrokerage

TotalBrokerage

The all‑in‑one brokerage platform: CRM, transactions, marketing, e‑sign, commissions & BI

TotalBrokerage Overview

TotalBrokerage is a unified platform built for real estate brokerages. It consolidates lead management, CRM, marketing, transaction workflows, e‑signatures, commission tracking, HR, intranet, reporting, and BI tools designed to scale agent performance and brokerage efficiency.

TotalBrokerage Features

Lead & CRM Marketing Transaction Management E‑Signature Commissions & Accounting Reporting & BI Agent Onboarding & HR Intranet & Messaging Integrations & API

Feature Description:

  • Lead & CRM: Lead routing, activity tracking (calls, emails, texts), duplication protection, CSV import/export
  • Marketing: Drip SMS/email, templates, e‑blast, Facebook integration
  • Transaction Management: Custom wizards, checklists, mobile document access, compliance‑ready audit logs
  • E‑Signature: Built‑in, ESIGN/UETA compliant via SMS/email
  • Commissions & Accounting: Automated calculations, QuickBooks/NetSuite sync
  • Reporting & BI: Custom dashboards, metrics, ToBI business intelligence for finance & operations
  • Agent Onboarding & HR: Automated workflows, checklist tracking, centralized documentation
  • Intranet & Messaging: Internal bulletin, team structures, and permission controls
  • Integrations & API: REST API, webhooks, Zapier support

Pros & Cons

Pros:

Comprehensive one-platform solution no need for multiple tools

Significant time savings per transaction (3–10 hrs)

Strong BI with ToBI dashboards and analytics

High user satisfaction and ease‑of‑use reported

Cons:

Document handling can feel clunky; some UI for e‑sign needs clarity

Lacks full native accounting—relies on integrations

Company

TotalBrokerage

Contact

N/A

Headquarter

Chicago

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