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About

Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional Services

About

BrokerSumo is a commission management cloud software for real estate brokers and teams. The software combines all the tools real estate professionals need to manage their office, financials, and agents in one easy to use platform. From onboarding new agents and managing and process agent monthly billings, through to customizing commission plans and closing fees, BrokerSumo does it all. It also syncs to QuickBooks for simple accounting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate brokers, owners, office managers, transaction coordinators

Audience

Real Estate Brokerages and Teams.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 to $60/month/user
Free Version
Free Trial

Pricing

$45.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.4 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BoldTrail
United States
boldtrail.com/platform/

Company Information

BrokerSumo
Founded: 2014
United States
www.brokersumo.com

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Alternatives

Lone Wolf

Lone Wolf

Lone Wolf Technologies
EPIC Agent CRM

EPIC Agent CRM

ISB Software
Profit Power

Profit Power

LanTrax
ezbospro

ezbospro

ezBOSPro

Categories

Categories

Real Estate Agency Features

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 Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Real Estate Agency Features

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 Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Lease Management Features

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Integrations

Docusign
Dropbox
QuickBooks Online
BoldTrail
BoomTown
CINC
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

Integrations

Docusign
Dropbox
QuickBooks Online
BoldTrail
BoomTown
CINC
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier
Claim BoldTrail Back Office and update features and information
Claim BoldTrail Back Office and update features and information
Claim BrokerSumo and update features and information
Claim BrokerSumo and update features and information