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The Most Comprehensive Brokerage Platform

TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. With feature-rich solutions, system integrations, and unparalleled client service, TotalBrokerage enables brokerages to gain a competitive edge, save valuable time and resources, and sell more homes faster.

Please watch our demo video below.

"TotalBrokerage might be the total package for running your office. TotalBrokerage is without question a real estate business solution driven by what both brokers and agents need to compete. It’s carefully thought-out and user-oriented."

-Craig Rowe

Who This Is For

This is for growth-minded brokerages who want to save countless hours of time, but who can’t figure out a solution that streamlines their operations.

You are a stressed out brokerage owner, manager or administrator. You want your brokerage to grow, but are struggling with managing paperwork and files across multiple different solutions. You want to increase agent productivity, but have to continuously train them on those multiple solutions. You want to provide your agents with the best possible tools and use that as a recruiting point.

You are increasingly overwhelmed by email, phone calls, and the constant nagging feeling you are forgetting something. Maybe it is transactions getting overlooked or customers being forgotten. You may have even tried to get your agents on different solutions, but it isn’t working. Maintaining all of this software takes a lot of time, no one knows where to go for what, and it’s not giving you the results you want.

You want to be proactive and see what needs to be done each day, but can’t get your head above water long enough. You simply don’t have enough time. The status quo is broken.

This is not your fault - you are relying on costly, outdated, manual, and inefficient processes to manage your brokerage.

Core Concept

It is possible to save hundreds of hours per year while managing your brokerage effectively, if one uses the correct systems.

Unfortunately, it requires multiple systems, manual data entry, and a lot of time.

We are the only people dedicated to solving this problem for real estate brokerages.

Features

  • Agent Onboarding
    • E-Sign Hiring Paperwork
    • HR Information
  • CRM
    • Lead Management & Routing
    • Activity Log
    • Customizable Data Fields
    • Vendors
    • Action Plans
    • Auditing & History
  • Marketing
    • E-Mail & SMS (Text)
    • Drip campaigns
    • E-blasts
  • Transaction Management
    • Forms Library
    • Document Storage
    • E-Signature
    • Compliance Review
    • Earnest Money Tracking
  • Commission Tracking & Reporting
    • QuickBooks® (Desktop & Online)
  • Real Time Dashboard
    • Widgets
    • Calendar Integration
  • Corporate Intranet
    • Message Board & Announcements
    • Shared Brokerage Event Calendar

Benefits

  • You will be able to onboard your agents automatically.
  • Your agents will close more deals by staying in touch with customers more effectively.
  • You won’t hear about customers or leads being forgotten or not followed up with.
  • Your transaction count will increase due to consistent marketing messages.
  • Your brokerage will be completely paperless and organized for transactions.
  • You can pay your agents faster due to better commission tracking.
  • You will be able to see every important metric of your brokerage in real time.
  • You can finally get rid of all those spreadsheets.
  • You can forget about late nights trying to figure out your reporting and commissions.
  • You will feel empowered because you can finally take a vacation but still have your entire office right at your fingertips.

4.8

Capterra

97 Reviews

Trusted by countless brokerages across the world including the United States, Canada, Puerto Rico, South America and Middle East.

Case Studies

Jose Martin

Choice Point Realty

“TotalBrokerage has saved me easily 5 to 10 hours per week. Agents have everything in one place and I can easily check what needs to be done. It does it perfectly and I don’t have to worry about anything.”

Before TotalBrokerage, he was using multiple different systems with a lot of copying and pasting in order to run his brokerage. He was spending countless hours doing meaningless tasks. With TotalBrokerage, he was up and running in under a month. He began saving 5 to 10 hours per week while running his brokerage. Having everything in one place for his agents and himself has led to a 2000% ROI.

Before - Multiple Different Systems, Manual Copying
After - Saving 5 to 10 hours per week
Time frame - Less than a month

Lisette Cunningham

GLM Realty Group

“TotalBrokerage saves me at least 24 hours per month. I now have more capacity for personal time and to sell more real estate. If my agents are using all of the features in TotalBrokerage, I believe they will certainly increase production by 2 to 3 transactions per agent per year.”

Before TotalBrokerage, she was using spreadsheets, 3 different tools, her phone as a CRM and a free tool from her MLS. It was not easy to track everything and then her board took the tool away. Once she put TotalBrokerage in, she began saving 24 hours per month, finally has been able to put compliance in, and is even seeing her agents increase production by 2 to 3 transactions per agent per year.

Before - Spreadsheets, 3 different tools, Phone as CRM, MLS free tool
After - Saving 24 hours per month. Agents Increasing Production.
Time frame - A month

Carlos Coloma

Let's Fly Realty

“TotalBrokerage allows my agents to have everything in one place and fosters better communication and much more interaction. I am already recommending TotalBrokerage to my broker friends. If they want an all-in-one platform that includes everything they need.”

He has been in real estate for 15 years and created a brand new brokerage completely consisting of airline professionals. They are 100% mobile and in the cloud, both literally and figuratively. He was very aware of the multitude of tools out there and what was available for free from his MLS. He wanted to provide the best possible tools for his agents in a single integrated solution. He deployed TotalBrokerage and is saving 3 hours per transaction immediately. He was also able to implement compliance and checklists easily for his agents.

Before - Brand new brokerage
After - Saving 3 hours per transaction. Fully Mobile.
Time frame - Immediately

Founders

Michael attended the University of Florida and received a Bachelors of Science in Computer Engineering with a focus in Biomechanics and Math. He then started working with and consulting for large multinational conglomerates to help them solve their problems. Next, he co-founded a 7-figure financial startup that helped over 100,000 students learn trading. He recently received an award from his alma mater recognizing his commpany as one of the fastest growing businesses started by their graduates.

Michael Mosseri

CEO

Ben also attended and graduated from the University of Florida. He entered the real estate world and grew his brokerage from 10 agents to over 1,500 while puting up some impressive career stats such as $3.5+ billion in sales volume and 30,000+ sales & rental transactions. He also won many recognition awards from REAL Trends and Swanepoel for his amazing accomplishments. He knows the real estate industry inside and out.

Ben Schachter

Head of Business Development

Background

In 2014, Ben was having trouble managing and growing his brokerage. He was spending six-figures a year on lots of different software. It just wasn’t working. He had to continue adding staff to keep up with his rising transaction and agent count. He was looking for a better solution, but there wasn’t one. He reached out to me knowing my background and having seen my success.

Once we launched the software, it worked even better than either of us imaginged. Ben was able to grow his agent count very quickly without continuing to add additional staff. He had immense visibility into his brokerage. The local industry took notice and now our mission is to put this software into everyone's hands who want and need it.

Here's the Eight-Step Process To Saving 2-5 Hours Per Transaction

Step 1: Find an Expert or Review an NAR Survey to Determine What Your Brokerage Needs

Old Way

The old way would require haphazard Google searches. asking your agents, or winging it.

New Way

Find an Industry Expert or review an NAR Survey to determine what is needed.

Old Way

This results in poor use of the broker’s time, incomplete or unknown needs, and led to a lot of frustration.

New Way

This will save you time and allow you to cater to the needs of your brokerage and agents.

Using an Expert or NAR Survey Saves Time and Money

Providing Agents with Correct Tools for the modern workflow results in the ability to be organized and manage the business virtually.

Step 2: Automate Agent Onboarding

Old Way

The old way involved brokers printing out paperwork and having agents read it and manually sign it. Often, the agent would ask for changes and forget to bring documents or information.

New Way

The new way is to automate the agent onboarding process to digitally request the correct information, so the agent can complete it on their time.

Old Result

The old result was a waste of the brokers time and would cause frustration during the onboarding process. You would also have to file the information manually and may forget to do additional tasks.

New Result

This results in full compliance of new hires, better agent retention and a centralized location for information.

Cause Effect Relationship

Automation Reduces Agent Onboarding Time by 90%

Step 3: Get Your Agents to Use a Unified CRM for the Whole Brokerage

Old Way

The old way would be Agents using their personal cell phones or different CRMs that aren’t integrated with the broker.

New Way

The new way is for brokers to provide their agents a unified CRM for the whole brokerage to use.

Old Result

The old result was missing or lack of detailed customer information, no oversight, no reporting, and inability to coordinate multiple agents with a single customer.

New Result

This results in better lead management, higher customer satisfaction and stronger relationships, since agents have more relevant context to personalize higher quality conversations. It also allows for proactive service, agent coordination, better reporting, training, and goal setting.

According to:

  • Nucleus Research: A CRM pays back $8.71 for every $1 spent - an 800% ROI.
  • WAV Group Study: 60% of broker respondents believe that CRM software helps increase their revenues. 40% of broker respondents believe CRMs help their recruiting and retention efforts.
  • REAL Trends: Brokers who offered a CRM showed a 26.2% increase in transaction sides per agent.

Step 4: Provide a Marketing Solution for your Agents

Old Way

The old way is for agents to use their own email to send a single email to customers or to sign up for an individual email marketing software.

New Way

The new way is for brokers to provide a single marketing solution for everyone.

Old Result

The old result is inconsistent messaging, branding, and the inability to share materials.

New Result

This results in consistent and high quality marketing messages by your agents, and will make sure your agents are always top of mind for the customers so they don’t work with a different brokerage. It also allows for brokerage-wide followup and seasonal messaging.

eMarketer survey:

  • Median ROI of 122% for email marketing
  • 28% ROI for social media advertising
  • 27% for direct mail
  • 25% for paid search ads

eConsultancy survey:

  • 80% ROI for email marketing

Step 5: Utilize a Transaction Management System

Old Way

The old way is having agents physically hand in documents, or email them directly to the broker.

New Way

The new way is for brokers to deploy a transaction management system.

Old Result

The old results is lost files, additional work for the broker, no analytics and no compliance.

New Result

This results in increased collaboration and communication with agents, better oversight and compliance for document review, and a centralized location for storing documents that is searchable.

Using a dedicated transaction management system results in better compliance and oversight.

Step 6: Track Commissions with Agents in Real-Time

Old Way

The old way is manually calculating each Agent's commissions and tracking their plans in spreadsheets.

New Way

The new way is for brokers to use a commission tracking system. 

Old Result

The old results is incorrect payouts, long hours of data entry, and complex spreadsheets.

New Result

This results in instant commission calculations, ability to generate commission disbursement authorizations, and financial commission reporting.

Having a commission tracking system results in accurate payouts and better reporting.

Step 7: Have a Single Dashboard to See All Reporting and Stats in One Place

Old Way

The old way is manually gathering data and using spreadsheets.

New Way

The new way is for brokers to use a single dashboard to see all metrics and stats in one place with real time data updates.

Old Result

The old result is incomplete data, lots of manual data entry, and delayed reporting.

New Result

This results in agents and brokers staying connected and aligned, tracking growth, forecasting, and comprehensive reporting.

Monitoring key metrics in real time results in improved visibility and better business decisions.

  • For example, ad spend, you can spend with confidence
  • You can bring in more agents and track their performance
  • You’ll know how much money is being made, etc.
  • You’ll be able to see if agent performance dips

Step 8: Use a Corporate Intranet for Communication

Old Way

The old way is manually emailing the entire brokerage each time there is an update or new training class.

New Way

The new way is for brokers to provide a corporate intranet with a news feed, message board, calendar and chat.

Old Result

The old result is email fatigue, ignoring emails, and scattered information in various places.

New Result

This results in better collaboration, increased communication, and a centralized location for information.

Having a corporate intranet results in faster and better communication across the entire brokerage.

There are a few ways you can accomplish this:

Alternative
Alternative Results
Alternative Price
Alternative Time
Use Multiple 3rd Party Software Tools
Training on all of the different tools, possible API connection, lots of copying and pasting data.
$200+ per agent per month
Months
Use Nothing or Free Tools
Limited features and support. No insights. Do not own data.
20-40 hours per month and frustration
Months
Hire a developer
Years of catching up. Extremely difficult.
$200,000+
Years

Option 1: Use Multiple 3rd Party Software Tools


You can leverage a variety of off-the-shelf tools, like a spreadsheet, constant contact or other emailing software, Dropbox or Google Drive to share documents, or even an individual transaction management software. You are going to need to set up each of these platforms separately, identify what each one does, and train then onboard all of your agents on all of them. Typically, these tools won’t talk to each other and will require copying and pasting a lot of data. If they do use an API to connect, that can always break, it may not be a 2-way sync, it may require a third party platform, and there is uncertainty as to who to call if it breaks. This can cost over $200 per agent per month.

Option 2: Use Nothing or Free Tools


The second option is to use nothing or free tools provided by your association. Free tools don’t have the functionality you need and often have limited features. There is going to be limited software updates and very limited support. You won’t be a priority over paying customers. There will be no ability to determine actionable insights or even be organized. With free software, you must question how the company monetizes your data, since you may not own it. You don’t know how the company is making money. Free software still requires a significant investment of time and energy from you and your agents.

Option 3: Hire a developer


The third option is to hire a developer to create your own solution. This will require years catching up to all of the existing software available. You will have to keep a developer on staff for bug fixes and enhancements. Brokerages simply aren’t in the business of managing complex software projects. This will cost hundreds of thousands of dollars and years of costly development time.

Option 4: TotalBrokerage


The fourth option is to use TotalBrokerage. You will be saving 2 to 5 hours per transaction, and train your agents quickly and effectively at one tenth the cost of alternatives. You will be able to deploy this solution immediately.

Again, This Is For...

This is for growth-minded brokerages who want to save countless hours of time, but who can’t figure out a solution that streamlines their operations.

You are a stressed out brokerage owner, manager or administrator. You want your brokerage to grow, but are struggling with managing paperwork and files across multiple different solutions. You want to increase agent productivity, but have to continuously train them on those multiple solutions. You want to provide your agents with the best possible tools and use that as a recruiting point.

You are increasingly overwhelmed by email, phone calls, and the constant nagging feeling you are forgetting something. Maybe it is transactions getting overlooked or customers being forgotten. You may have even tried to get your agents on different solutions, but it isn’t working. Maintaining all of this software takes a lot of time, no one knows where to go for what, and it’s not giving you the results you want.

You want to be proactive and see what needs to be done each day, but can’t get your head above water long enough. You simply don’t have enough time. The status quo is broken.

This is not your fault - you are relying on costly, outdated, manual, and inefficient processes to manage your brokerage.

Questions & Answers

1) Do you have a guarantee?
Yes, we have a full money-back guarantee. We will make sure you successfully deploy TotalBrokerage.

2) Do you have a mobile App?
Built on a mobile responsive architecture, a mobile app is unnecessary because the software adapts to your device. The platform on mobile and desktop are equivalent, and does not require “pinch-and-zoom.”

3) Do you have an API (e.g. connect to other software)?
We have a full REST API available and integrate with Zapier.

4) Can my agents’ CRM be protected from the broker?
Yes, we do have the ability to limit managerial access the the agents’ CRM data.

5) Do you provide Leads?
We do not provide leads but integrate with 40+ lead sources. No matter where your leads come from, they can be funneled into TotalBrokerage.

6) Are agent websites included?
We are a back-office solution and integrate with dozens of website providers. We will integrate with whichever website you choose.

7) Do you have levels of access and permissions?
Yes, there are 22 levels of permissions and roles that you can configure. These can also be setup per office.

8) Do you charge extra for offices?
You can configure unlimited additional offices without any extra fees.

Ready to take action?

Let's Talk

We've helped brokerages from all over the world streamline their back office for the past 6 years. Let us show you how it works.