# TotalBrokerage Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is TotalBrokerage the right Real Estate Transaction Management solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/190689/TotalBrokerage/reviews --- TotalBrokerage 4.7 (132) [View alternatives](https://www.capterra.com/p/190689/TotalBrokerage/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 26th, 2026 # Reviews of TotalBrokerage Ease of use 4.4 Customer Service 4.7 ## Pros and Cons in Reviews Jon S Broker-OwnerReal Estate, 11 - 50 employeesUsed the software for: More than 2 years. “Great technology behind this all-in-one transaction management and brokerage management platform, including marketing and email blasts, agent onboarding, QuickBooks integrations and so much more.“ May 13, 2024 DF Danny F BrokerReal Estate, 2 - 10 employeesUsed the software for: 6-12 months. “When working with documents you cannot see what is written from the assigned fields unless you preview, you cannot add information when in preview mode.“ August 11, 2022 JG John G Principal BrokerReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The intuitive interface and robust features ensure that each agent's transactions are tracked with precision, reducing the risk of errors and ensuring a smooth workflow.“ July 19, 2024 ML Melissa L Realtor Real Estate, 2 - 10 employeesUsed the software for: 6-12 months. “I can’t complete a file while I’m sitting there working on it because it’s very specific about the order you do things.“ August 10, 2022 JP Justin P BrokerReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “The dashboard gives me complete visibility into agent performance, transaction volume, and pending deals, so I can make strategic decisions quickly.“ October 18, 2024 BW Beverly W RealtorReal Estate, 501 - 1,000 employeesUsed the software for: 1-2 years. “In the beginning of use, I found it a little challenging to enter information into the GAR forms.“ August 4, 2022 JG John G Principal BrokerReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “TotalBrokerage.com stands out for its exceptional ability to centralize paperwork, making it incredibly easy for me and my team to access, review, and approve documents efficiently.“ July 19, 2024 SC Stacy C Broker PresidentReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The mapping of forms can be very cumbersome. “ August 5, 2022 ## Showing most helpful reviews Showing 1-25 of 132 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jon S. Broker-Owner Real Estate Used the software for: 2+ years ### "Ease of Use, Customizable and great support" May 13, 2024 5.0 Pros Great technology behind this all-in-one transaction management and brokerage management platform, including marketing and email blasts, agent onboarding, QuickBooks integrations and so much more. Very customizable to my brokerage with my own forms. Easy to understand with wizards that create "paperwork" packages for your agents automatically, based on questions and packages you control. So much more. Customer support is very knowledgeable and extremely quick to respond. Built in FAQ covers practically everything. My agents love it and use it every day! Was very easy to migrate to and implement throughout my brokerage. Cons After several years of still using the system, I honestly haven’t had anything that I dislike. In fact, there are so many options and features, I don’t even use them all! If I ever did have an issue about something or needed a change, the support team was quick to respond and take care of it. Alternatives considered [SkySlope](https://www.capterra.com/p/172896/SkySlope/) Switched from [appFiles](https://www.capterra.com/p/207297/appFiles/) was looking for better technology, user interface, other options Review Source HC Hamar C. Principal Broker Real Estate Used the software for: 2+ years ### "One stop shop" November 22, 2024 5.0 My overall experience with totalbrokerage has been nothing short of amazing. It literally has everything I need to run my brokerage successfully under one roof. Pros I really love the digital signature feature for documents. It really helps to streamline compliance. I also like the accounting features as well, it so easy to keep track of income and expenses. I almost forgot, the lead router is amazing and easy to set up if you have agents Cons Honestly, the platform is always evolving to our needs, my only con is that I find myself so busy with deals that I don’t have time to learn and use then marketing automation part of the platform. Which could be real useful. Reason for choosing TotalBrokerage I chose totalbrokerage because everything is in one system. Every other company we interviewed tried to sell us on 1 to 2 addition systems to do everything totalbrokerage does. Kvcore and brokermint Review Source MB Michael B. Owner Real Estate Used the software for: Less than 6 months ### "Good sales pitch, poor software." June 30, 2022 2.0 Great solution as pitched to me. Training was sub-par, support was not trained how to support, \[SENSITIVE CONTENT\] was misleading. My group used this software for six months until the manager of our group was diagnosed with pancreatic cancer. At that point we started losing agents as we had little support to offer our agents and within a month we were down to three agents. Today, I'm now a solo agent. \[SENSITIVE CONTENT\] would not let us out of contract and forced payment for the following six months. Pros Initially it appeared to be a good solution; however, poor training changed my position. \[SENSITIVE CONTENT\] was the only trainer who was very nice but lacked experience. Cons Difficult to figure out how to use on own. Training and support was surfaced at best. Alternatives considered [Real Geeks](https://www.capterra.com/p/222439/Real-Geeks/)[BoldTrail](https://www.capterra.com/p/176447/BoldTrail/)[Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/) Reason for choosing TotalBrokerage Great sales pitch with promises that we would love software and my entire group would be fully trained. Switched from [dotloop](https://www.capterra.com/p/136372/dotloop/) Needed more robust transaction management. Review Source Response from Brokerage Management Solutions July 15, 2022 We're sorry, we've been unable to find you as one of our customers. We hope you would have reached out to resolve this issue, instead of posting it here, if you were indeed one of our numerous and happy subscribers. It appears you may just be a troll, perhaps one of our competitors. Best of luck with your recovery. KP Kel P. CEO Real Estate Used the software for: 1-2 years ### "Efficient, Reliable, and Comprehensive: Total Brokerage’s Impact on Real Estate Operations" October 18, 2024 5.0 Pros As an administrative professional responsible for the day-to-day operations of a busy real estate office, I rely heavily on technology to keep things running smoothly. Total Brokerage has become an indispensable part of our workflow. The platform’s intuitive design makes it easy for our entire team to stay organized and on task, even during our busiest seasons. What sets Total Brokerage apart is its robust transaction management system. The automation of tasks, from document collection to milestone tracking, ensures that nothing falls through the cracks. We’ve significantly reduced human error and paperwork delays thanks to the platform’s automated reminders and checklists. The reporting features are a standout. With just a few clicks, I can pull reports on closed transactions, pending deals, and team performance, which makes managing our office more data-driven. This transparency helps us forecast and strategize more effectively. Total Brokerage’s customer service is another highlight. They’re always quick to respond to our queries and offer tailored solutions to any issues we encounter. It’s clear that the developers behind this platform understand the real estate industry inside and out, which is reflected in how well the system functions. For administrative teams looking to improve efficiency and accuracy, Total Brokerage is an excellent choice. Cons There is nothing I don't like about about Total Brokerage. Switched from [dotloop](https://www.capterra.com/p/136372/dotloop/) To integrate transactions & CRM within the same platform. Review Source JC JaNell C. Office Manager Real Estate Used the software for: 2+ years ### "TotalBrokerage" November 12, 2024 4.0 It has been good and they have been accommodating up until now. Pros How the files are organized and we can find things easy. Cons The price is higher then other CRMS but they seem to offer more. Switched from [dotloop](https://www.capterra.com/p/136372/dotloop/) Wanted a different system and our broker recommended it. Review Source JC Julian C. Broker Real Estate Used the software for: 6-12 months ### "Always there for you" November 15, 2024 5.0 TotalBrokerage has been an active partner in developing my business. Pros Excellent support to aid user-friendliness any time. Cons Pricing is a difficult decision in any budget, but quality meets value for budget. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing TotalBrokerage One stop shop for the core features needed in my business Review Source TW Thomas W. Broker Owner Real Estate Used the software for: 1-2 years ### "Best All-In-One Brokerage Platform" July 19, 2024 5.0 TotalBrokerage has provided the best real estate brokerage platform for managing agents and transactions! Not to mention e-signature capabilities and inter-platform communication. It has been a great experience. Pros I really love how you can customize the platform to match your company branding including logo and color. The customer support has been outstanding! Cons The manual upload and mapping for MLS documents is a bit tedious. Reason for choosing TotalBrokerage TotalBrokerage checked all the blocks and was more cost effective. Review Source AP Andre P. resale manager Real Estate Used the software for: 6-12 months ### "great software to finally get rid of paper" December 1, 2025 5.0 Overall very happy with the service. The customer support has been amazing. There's live chat or we can jump straight on to a call. They're always willing to work with us with issues we have. We went from a dinosaur system and are now very organized and are fully digital. Pros \-Everything well organized. They thought of most things when it comes to all the pieces that need to come together for a real estate transaction -Software to edit/separate/sign pdfs -editable reports Cons Only con I see is the ability for broker of records and brokerage signing parties to have a list of documents that are pending signature. They can get lost in emails. Review Source JP Justin P. Broker Real Estate Used the software for: 1-2 years ### "A Must-Have for Brokerages Scaling Operations" October 18, 2024 5.0 Pros Running a real estate brokerage requires managing many moving parts, and Total Brokerage has proven to be an invaluable tool in helping me keep everything on track. The platform’s transaction management system is comprehensive, allowing our agents to stay organized, while ensuring compliance is never an afterthought. As a team leader, I appreciate how the platform facilitates oversight without being intrusive. The integrations with other real estate tech tools make Total Brokerage a central hub for our operations. We’ve synced it with our lead generation platforms, marketing tools, and e-signature software, which has streamlined our process from start to finish. The mobile app is also a huge advantage, allowing agents to access key information on the go. What I appreciate most is the scalability. As our team has grown, the platform has adapted seamlessly, offering flexibility to accommodate both seasoned agents and those just starting out. The dashboard gives me complete visibility into agent performance, transaction volume, and pending deals, so I can make strategic decisions quickly. From compliance to communication, Total Brokerage is an essential tool for any broker looking to scale efficiently without sacrificing quality. Cons There is not anything I don't like about Total Brokerage. Review Source JC Jason C. Listing Agent for the Elite Real Estate Used the software for: 1-2 years ### "The Ultimate Solution for Modern Real Estate Professionals" October 18, 2024 5.0 Pros As a real estate agent who thrives on leveraging technology to streamline processes and deliver exceptional service to clients, I can confidently say that Total Brokerage has been a game-changer. The platform integrates all the tools I need, from client relationship management to transaction coordination, in one user-friendly interface. The automated workflows are particularly impressive. Tasks that once took hours, like document management and compliance tracking, are now handled seamlessly. The ability to communicate with clients through multiple channels within the platform itself has saved me considerable time and energy. I also love how customizable it is; I’ve tailored it to match my specific workflow, which makes my daily operations more efficient. One of the standout features is the reporting and analytics. The data insights Total Brokerage provides have helped me track leads, conversions, and team performance with incredible precision. This kind of transparency is crucial for agents looking to grow their business. The support team is incredibly responsive and always willing to go the extra mile to help solve any issues. If you're serious about scaling your real estate business, Total Brokerage is a must-have tool. Cons There is nothing I don't like about Total Brokerage. Review Source JR Jessie R. Owner Real Estate Used the software for: 1-2 years ### "Great Product" August 8, 2024 5.0 Pros Easy to use and great interface for crm. Cons Documents for NM were never synced to the program. Review Source SG Staci G. Realtor Real Estate Used the software for: 2+ years ### "Total Brokerage Beats the Competition Into the Ground" August 11, 2022 5.0 I am much more organized when my Total Brokerage transactions are filled out because it reminds me when something is due. Pros The best part of the software is that I can email multiple documents to different transactions and they are there when I go to work on my file. Cons I can never find it on my desktop because it blends in with my screen. Switched from [Form Simplicity](https://www.capterra.com/p/172894/Form-Simplicity/) I was told to try Total Brokerage. Review Source RG Robert G. Realtor Real Estate Used the software for: 2+ years ### "Why Use Any Other CRM" September 30, 2020 5.0 TB has made my every day life as a realtor so much easier. Pros It's so easy to use that I have been able to write a contract, one my phone, while coaching 3rd base in a baseball game. Simple data entry for the tabes and the whole transaction is mapped out and forms auto filled. Keeping current with my contacts is also one of my favorite features. Auto drips have never been easier. It's so easy to deliver content to my leads. Both new and old! Cons The only thing that drives me bonkers is having to inout the name of the buyer and seller on our Receipt of Escrow form. Why can't this data come from the People Tab? I always find myself having to go back and look at the People tab to remember the names of the other side. Review Source RP Rose P. Realtor Real Estate Used the software for: 2+ years ### "Why I love TOTAL BROKERAGE" September 27, 2020 5.0 Difficult for me to learn, but well worth it! Pros I love that everything is together at one source and it is so easy to look up a transaction or a client. This system eliminates the need to go to different sources to look up anything about one's customer. It also eliminates the need to keep voluminous folders of paper. Also makes it very easy to look up past customers. Additionally, as a realtor, I can send out mass mailings at one time. I love this system. I am not a technological person, and it took me a long time to learn this system, but compared to App Files, and to Dot Loop, this system is a winner, and once one learns it, is very easy to operate. Cons I would have preferred customers in CRM to be alphabetized. Review Source GD Gerod D. Borker/Owner Real Estate Used the software for: 6-12 months ### "Great Product!" October 6, 2021 5.0 When I log into TotalBrokerage I feel happy, knowing that I can see all of my agents' transactions, my transaction, my to-do list, my calendar and can control all of it with the touch of a few buttons!! I'm loving it more each day. Pros Once inside of TB you can completely do a deal from contact to close, they have made many improvements since I've started. TB staff is amazing, I even spoke to the \[SENSITIVE CONTENT\] when I initially called. Although I'm still learning the system, I plan on being with them for a while. Cons In the beginning, I tried to use it without the onboard training and not reading anything, I got very frustrated, but after the training videos, reading the helpful tips, and a few calls to \[SENSITIVE CONTENT\] and the team at TB. We are on our way and it looks great!! Reason for choosing TotalBrokerage It covered more of my checkboxes. Review Source PM Philip M. Realtor Real Estate Used the software for: 1-2 years ### "All in One Platform" October 14, 2020 5.0 Amazing, I'm on the road to success!!! Pros I love the way Total Brokerage sets up your road to success. From the initial CRM entry to last item entered the systems intergraded feature collects the data and pulls it all together. Task management helps keep you up to date with upcoming events and appointments. Very easy to use and if you have a question the immediate response from the program makes life easy. Cons When uploading forms you have to do them individually, I like creating folders / files on my personal computer and when I have to upload them into Total Brokerage I have to select one at a time. I wish we could add the multi upload function. Review Source FRC Foxy Rae C. Broker In Charge Real Estate Used the software for: 1-2 years ### "BrownstoneHunt Real Estate" August 5, 2022 5.0 its okay bust sometime difficult to use and train on Pros I like the fact it has the potential for an all in one but certain functions are missing and its not user friendly Cons its not user friendly and its very hard to train on Reason for choosing TotalBrokerage the cost Review Source KH Kellie H. Realtor Real Estate Used the software for: 1-2 years ### "One Stop Shop - TOTAL BROKERAGE" September 21, 2019 5.0 Pros I like that Total Brokerage is easy to use. I input my customers into the CRM and from the CRM, I click on the drop down to create a transaction. I like that when in the transaction, you can create files and separate the documents. It also provides a check list to keep me in compliance. Another feature that I really like is the automated marketing. The amount of features that Total Brokerage offers is unlimited. This is a definite one stop shop for what I need as a Realtor. Check it out! Once you use Total Brokerage, you will not want to use anything other software. Cons I don't think there is anything that I did not like about the software. The only con I can think of is since I am not a techy person, it appeared over whelming to me with all the features but once I started using it and learned about the different features it was easy to navigate. Review Source CN CHARLES N. Realtor Real Estate Used the software for: 2+ years ### "Charles " Trent " Navarro Review " September 27, 2020 5.0 Excellent overall experience Pros The software is very user friendly and I use it daily with my clients and use the CRM to keep track of all my ongoing contacts for marketing purposes Cons Sometimes there are minor glitches in the software but they all get resolved quickly Switched from [appFiles](https://www.capterra.com/p/207297/appFiles/) Companies proprietory system Review Source cJ caston J. CTO Real Estate Used the software for: 1-2 years ### "The difference between steak and gravy..." December 14, 2022 5.0 Pros The support of this product is exceptional. I am an old timer AND a software developer.Sometimes you have to know the difference between steak and gravy.. This software and ESPECIALLY the support team is STEAK! Cons N/A.. I have some product suggestions but there isn't anything not to like. Review Source JM Jennifer M. Real Estate Professional Real Estate Used the software for: 2+ years ### "Seamless transaction management system for the modern Realtor" October 6, 2020 5.0 Overall, TotalBrokerage is my one stop shop for all my real estate transactions. I need nothing else! Cloud Based Document Storage ✔️ Contactless Transaction Friendly ✔️ On the go accessibility ✔️✔️✔️ Pros I love how user friendly and platform friendly this software is. I can access documents from my phone and request signatures just as easily! Cons I wish there was more functionality with PDFs such as rotating them. Review Source GG Germain G. Realestate Agent Real Estate Used the software for: 6-12 months ### "A very good overall product." October 2, 2020 5.0 its great product to keep evrything organized Pros The fact that it keeps all my contacts and transactions in the same place. Cons its a bit hard to get set up i still have not set up my leads gen part or email campaigns. Review Source JB Jonathan B. Realitor Real Estate Used the software for: 1-2 years ### "Ease of Use " September 18, 2019 5.0 Pros The best thing about Total Brokerage is that i can use it with my iPad and iPhone. The last software my company used require special browsers to be downloaded for it to work. I iPad pro and pencil make the editing real simple. Also being able to see if a customer view documents when Sharing and Signature request is a bonus. Cons 2 issues i have with TB is that adding signature boxes and text boxes over already established boxes do not line up properly. Finally if there was a way to copy to all pages and deleting boxes on the iPad would make it fantastic Review Source BR Bambi R. Broker Associate Real Estate Used the software for: 1-2 years ### "Old to the world of real estate; New to software driven brokerage solutions" September 17, 2019 5.0 I could not do my job without it. I could never go back to the old ways...EVER Pros I can do it all...MYSELF. I don't need an assistant. I don't need to scan all of my files to keep them organized. I can go to one place and everything is stored, can be changed, shared and executed with ease. Cons I had some difficulty at the beginning remembering certain steps, however with practice; the system does make logical sense. I found some of the support early on was less helpful than I had hoped. This had to do with the person I received on the phone, not about the software. Review Source DL Delicia L. Broker Real Estate Used the software for: 6-12 months ### "New Growth Realty " August 5, 2022 3.0 Pros Transaction management system help with compliance Cons The client being the builder of the system Reason for choosing TotalBrokerage All in one system Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.