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Ratings and Reviews 0 Ratings
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What is TotalBrokerage?
TotalBrokerage offers a seamless integration with any front-end website, allowing for the acquisition of online leads from diverse channels such as third-party platforms, lead generation websites, Facebook, and custom-designed sites, all of which can be managed and overseen from a unified platform. Its Marketing feature enables users to effortlessly distribute hundreds or even thousands of emails daily to both existing and prospective clients, streamlining the outreach process significantly. By utilizing drip campaigns alongside an intuitive HTML editor, maintaining regular communication with clients has never been easier. The transaction management system provides a centralized location for creating, editing, and storing all necessary documents and forms. Users can also effortlessly track and report on their contacts and vendors while leveraging the activity log for quick access to vital information such as inspections. In addition, commission calculations for agents are automated and customizable to accommodate various structures, whether they are flat, tiered, or based on fees, simplifying complex commission scenarios. The platform also features native integration with Quickbooks Online or Quickbooks Desktop, ensuring that accountants can work without hassle. Users have the capability to meticulously monitor expenses, drilling down to individual transactions or specific vendors, which offers a detailed perspective of financial activities. This comprehensive level of integration and functionality guarantees that all facets of your business are not only organized but also operate efficiently and effectively, promoting a well-structured workflow. As a result, TotalBrokerage stands out as a vital tool for enhancing business operations in the real estate industry.
What is Juniper Square?
Elevate your fundraising efforts and streamline your closing procedures with a comprehensive suite that features data rooms, lead management, online subscriptions, and a customized CRM tailored for private fundraising endeavors. Say goodbye to cumbersome spreadsheets by utilizing user-friendly tools designed to calculate returns, manage waterfalls, and automate workflows for your investors. Provide your clients with outstanding reporting and immediate access to their investments via the industry's leading investor portal. Enhance your fundraising strategies and speed up closings through adaptable data rooms and online subscription options that cater specifically to your needs. Effortlessly create and securely share personalized notifications, financial reports, and statements that adhere to industry standards. Manage partnership accounting with ease while automating distribution calculations and tracking payments, all from a single, unified dashboard. This holistic approach not only simplifies workflows but also significantly boosts client satisfaction and engagement. By embracing these innovative solutions, you can transform your fundraising landscape and foster stronger relationships with your investors.
Integrations Supported
Docusign
Formspree
Gmail
IDX Broker
Lead Sherpa
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Integrations Supported
Docusign
Formspree
Gmail
IDX Broker
Lead Sherpa
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
API Availability
Has API
API Availability
Has API
Pricing Information
$399 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Brokerage Management Solutions
Date Founded
2015
Company Location
United States
Company Website
www.totalbrokerage.com
Company Facts
Organization Name
Juniper Square
Date Founded
2014
Company Location
United States
Company Website
www.junipersquare.com
Categories and Features
Email Marketing
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
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate Agency
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
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Categories and Features
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Investment Management
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
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review