Ratings and Reviews 0 Ratings
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
Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
Microsoft Outlook
API Availability
Has API
API Availability
Pricing Information
$399 per month
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online 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
Brokerage Management
Not specified
Email Marketing
CAN SPAM Compliance
Drip Campaigns
Reporting/Analytics
Subscriber Management
Template Management
Lead Management
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Segmentation
Real Estate Agency
Calendar Management
Client / Property Matching
Commission Management
Contact Management
Contract Management
Email Marketing
Lead Management
Listing Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Email Marketing
Lead Management
Segmentation
Real Estate Lead Generation
Not specified
Real Estate Transaction Management
Accounting
CRM
Commission Management
Contract Management
Electronic Signature
File Sharing
Task Management
Categories and Features
Commercial Real Estate
CRM
Critical Date Alerts
For Investors
Portfolio Management
Investment Management
Accounting Management
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Risk Management
Real Estate Investment Management
Not specified
Real Estate Lead Generation
Not specified
Real Estate Transaction Management
Accounting
CRM
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review