TotalBrokerage

TotalBrokerage replaces disparate tools with one unified, cloud-based system covering every brokerage need—from lead capture to financial reporting. The CRM supports infinite lead routing, duplication safeguards, and activity tracking. Its marketing engine enables mass email/SMS campaigns, while transactions are managed via customizable wizards, e‑signs, and audit logs vetted for compliance. Commissions are auto‑calculated and synced with QuickBooks, while ToBI delivers real‑time business intelligence for smarter decisions. Agent onboarding is smoother with automated HR checklists; internal communication thrives via intranet messaging. The platform integrates easily via API, webhooks, Zapier, and popular accounting tools.

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

Pricing details are not publicly listed. Please visit the official TotalBrokerage website to request a quote or explore available plans.