TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
+
+

Related Products

  • DoorLoop
    953 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • BoldTrail
    2,090 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Lofty
    407 Ratings
    Visit Website
  • Pipedrive
    9,703 Ratings
    Visit Website
  • Rent Manager
    936 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • BetterWorld
    73 Ratings
    Visit Website
  • Sharesight
    529 Ratings
    Visit Website

About

Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard.

About

TotalBrokerage connects to every front-end website. We capture your online leads from any third-party portal, lead gen website, Facebook, or custom website to organize and track in one centralized location. The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your existing and prospective customers. With drip campaigns and a built-in HTML editor, staying in touch has never been easier. Transaction management allows users to create, edit and store all the necessary forms and documents. Track and report on all the contacts and vendors. Use the activity log for a centralized location of any pertinent information, such as inspections. All of your agents commissions will be automatically calculated in any way you want. Flat, tiered, or even fees, we handle any complex commission calculation. We even natively sync to Quickbooks Online or Quickbooks Desktop, so your accountant will stay happy. Track expenses down to an individual transaction or vendor.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for an investment management platform

Audience

Companies searching for a powerful real estate brokerage software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$399 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Juniper Square
Founded: 2014
United States
www.junipersquare.com

Company Information

Brokerage Management Solutions
Founded: 2015
United States
www.totalbrokerage.com

Alternatives

Alternatives

Re-Leased

Re-Leased

Re-Leased Software Company
IMS

IMS

RealPage
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Categories

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Compudyne
Docusign
Google Analytics
IDX Broker
Instapage
Lead Sherpa
Lob
Mailchimp
MaxPatrol
Oracle S&OP
Placester
QuickBooks Online Advanced
Redfin
Trulia
Unbounce
Vectra AI
Zumper
iHomefinder
realtor.com
zBuyer

Integrations

Compudyne
Docusign
Google Analytics
IDX Broker
Instapage
Lead Sherpa
Lob
Mailchimp
MaxPatrol
Oracle S&OP
Placester
QuickBooks Online Advanced
Redfin
Trulia
Unbounce
Vectra AI
Zumper
iHomefinder
realtor.com
zBuyer
Claim Juniper Square and update features and information
Claim Juniper Square and update features and information
Claim TotalBrokerage and update features and information
Claim TotalBrokerage and update features and information