Complete Reporting & Analytics for Brokerages
Gain maximum oversight and management across every corner of your business.
TotalBrokerage’s Lead Management connects your front-end website(s), selected third-party portals, and social media channels to capture online leads from virtually unlimited locations. Organize, route, and track your leads in one centralized location.
Reporting & Analytics Capabilities
Get a complete view of your brokerage’s leads and conversions from first contact to close. Gain the ability to track and report on all changes and details about each and every lead.
Track the analytics and metrics that matter most to your brokerage with our easy-to-use, 100% customizable reports.
With our robust platform, all your back office systems are integrated so your teams can quickly produce CRM-focused reports. Track and run reports on all contacts, clients, lead sources, and agent activity in one convenient location.
Never miss another detail again with our in-depth transaction reporting. Effortlessly build the following reports in a matter of clicks:
Transaction Summaries by Agent
Expenses by Agent
Activities by Agent
Get the reports that your administrative staff needs quickly. Readily track and report agent usage and agent commission contribution.
Built by brokers for brokers, TotalBrokerage’s Reporting & Analytics tooling gives brokers and owners end-to-end business tracking.
Create dashboards, understand key metrics, and build custom reports to understand how every aspect of your brokerage is performing.
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Accelerate deals and increase agent productivity from contact to close.
Obtain signatures quickly and securely with responsive and customizable e-signature capabilities delivered by text and email.
Optimize the onboarding process with convenient checklists, workflow automation, and support.