CRM Profile – OMCAR.RETI.us – The Online Tech Learning Resource for the Ocala Marion County Association of REALTORS

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Product Description

TotalBrokerage is the only complete, contact through closing platform built for real estate brokerages and agents. The mobile responsive platform includes: CRM, Accounting, Text and Email Marketing, Transaction Management, E-Signature, Compliance, Reporting, Lead Capture and Routing, Cloud Storage, Onboarding and so much more! https://demo.totalbrokerage.com/

Top 5 Reasons to Use TotalBrokerage

Completely Customizable with Action Plans, Drip Campaigns and Field Names.
Lead Capture from unlimited front-end lead generation sources (i.e.: websites, social media channels, portals, etc.)
Full Text and Email Marketing
Email Address and Mobile Number Authenticity Verification
Easy to Learn!

RETI TotalBrokerage Webinar/Video

TotalBrokerage
Report Card

Admin
Abilities

Provided
Services

3rd Party
Integrations

Additional
Info

5617660409 or 5613029117

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Is Intended to Service/Be Used By?	All the Above
If it Services Team or Company Lead Routing	Round Robin, Rule Based, Weighting System, Timed Re-Assignment
Administrator	Agent & System Wide Level Reporting, Support Differing Admin Levels, Can Impersonate Different Users, Other

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IDX Website	Offers Solution
Contract/Forms Management	Yes
Task/Transaction Management	Yes
Appointment Scheduler	Yes
Automated Workflows	Yes
Accounting Management	Offers Solution
Offers an API so Other Vendors Can Integrate	Yes
Integrates with Other Vendors APIs	Yes
Document Storage & File Sharing	Yes
Mobile App	Yes
Drip Email Marketing	Yes
Digital Marketing Center	Yes
Video Messaging/Marketing	Offers Solution
Social Media Integration	Yes
User's E-Mail Account?	Can pull in leads as well as capture correspondence via custom addresses, Yes - Pulls in all communications, calendar events & scrapes inbox for leads,

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Marketing:	BombBomb, Homes.com, REALTOR.com, Trulia.com, Zillow.com, Offrs, Other
Forms & Contact Management:	Other
Task or Transaction Management:	Our Product has Transaction Management

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List Any Other 3rd Party Solutions that Currently Integrate with Your CRM	WAVV Dialer / Facebook / Utility Concierge / Zillow / Zapier
Anything else you would like us to know about Your CRM	Broker-controlled settings allow for the protection of Agent contacts as well as the ability to permit or restrict exporting of leads.

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