Next-Generation Transaction Management Software

Transaction Management Capabilities

User-Friendly Custom Forms Library

Create, edit, and store all necessary forms and documents in our “Forms Library.”

All forms are safely and securely stored, so you can download or print anything you need from any device. Any form can be made e-fillable and e-signable as needed.

Leverage Smart Form Technology

TotalBrokerage’s Proprietary Smart Form Technology provides two-way synchronization between documents and transactions. This means all the information updated in your documents is reflected across the entire transaction and vice-versa.

Establish Transaction Action Plans

Create transaction workflows for your agents that clearly define their set of steps and processes to reach completion. The auto-reminders feature ensures that no task remains undone.

With TotalBrokerage’s Transaction Action Plans tooling, streamline your deals and ensure that all transaction tasks are properly completed in a timely manner.

Set Up Customizable Transaction Wizard Questions

Based on your agents’ answers, set up customizable wizard questions relevant to each transaction's representatives.

Once the wizard questions are programmed, your agents are given all proper forms automatically. Agents no longer need to spend time manually pulling the necessary forms to complete a transaction.

We grew from 7 agents to over 50 in less than a year. We were having to juggle a couple of different programs to meet our needs, a CRM, accounting software, transaction management. Being able to have one place for our agents to accomplish all of their goals made it more streamlined, as we continued to grow, and the scalability was there.

Hayley Miller

Capture Signatures in Seconds with E-Signature through Text & Email

Get your documents signed instantly with TotalBrokerage’s exclusive built-in “wet ink” E-Signature integration.

Unlike other E-Signature systems, with TotalBrokerage, you can send E-signature requests via email or text message (SMS). Offer your clients whichever option is most convenient for them.

All TotalBrokerage E-signature services are compliant with ESIGN and UETA Act.

Access All Transaction Data from Anywhere

Quickly update your transactions on the go. Conveniently edit, upload, and download any form or document from any device. Nothing is faster for negotiating and counter-offering on the fly!

Complete Transaction Tracking & Reporting

Track and report on all contacts and vendors in one centralized location. Use the activity log for pertinent information, such as inspections, mortgages, and internal communications.

All transactional information flows into the reporting tab, so brokers and owners can have top-level views of all transactions.

Empower Your Teams

Set up “teams” within your brokerage to share contacts and transaction information via the permissions of managers.

Designated “Team Leaders” have additional permission levels for team entities, including transaction coordination. Team Leaders can automatically get added as a participating member to all team transactions.

Book a Demo

Next-Generation Transaction Management Software for Brokerages

Manage and coordinate all of your brokerage’s transactions, forms, reports, and signatures in one place.

Transaction Management Capabilities

Built by brokers for brokers, TotalBrokerage’s Transaction Management tooling streamlines all transactions and closings quickly and efficiently.

Want to know more about the tech?

Empower agents. Gain insight and control. Scale your business.