TotalBrokerage vs. dotloop Comparison


TotalBrokerage Brokerage Management Solutions	dotloop	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 2,126 Ratings Visit Website Lofty Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. Designed from the ground up for real estate professionals to drive more leads to close, our intuitive system ensures no matter how many years your agents have been in the business or their level of technical skill, they can easily step in and start using Lofty to generate results. Want an AI assistant that engages with leads 24/7 and learns as it interacts? We’ve got that. Want a geo-farming solution that helps you identify those hard-to-find seller leads in a specific neighborhood? We’ve got that too (it’s built-in). Want award-winning technology that understands how teams work and how to help you stand out from the competition? We’ve got all that and more. Want to close MORE deals FASTER? It's time for Lofty! 426 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website Melio Melio is an accounts payable tool built to simplify bill payments, boost workflow efficiency, and optimize cash flow for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Pay vendors online through bank transfers or credit/debit cards, even if they typically accept checks—Melio manages the manual work for you. Effortlessly integrate with QuickBooks and Xero to ensure your financial records stay current. With Melio, pay by bank transfer or card to extend cash flow and earn rewards. Adding vendor or bill details is a breeze—input them manually, upload files, or take a photo of invoices. Schedule payments to align with your cash flow, and let Melio handle the rest. International vendor payments are made easy by paying in their local currency for products and services your business needs. The Melio mobile app, available for iOS and Android, lets you monitor and manage payments anytime, giving you full control over your finances on the go. 2,212 Ratings Visit Website Rent Manager Rent Manager is award-winning property management software built for residential, commercial, and short-term-stay portfolios of any size. The program’s fully customizable features include a double-entry accounting system, maintenance management capabilities, marketing integration, mobile applications, more than 450 insightful reports, and an API that integrates with the best PropTech providers on the market. Powerful enough to support large portfolios, yet flexible enough to be customized to each individual unit, Rent Manager is for companies—global enterprises and mom-and-pops—that manage all varieties of properties. Users can access their data anywhere—in the field, on an emergency maintenance call, in the office, or at home. Rent Manager offers flexible platform options including Rent Manager Online and Rent Manager Express, as well as intuitive mobile tools like rmAppSuite Pro and rmResident. Rent Manager is the one software you need to continue to grow your operation. 1,057 Ratings Visit Website FISPAN FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN. 5 Ratings Visit Website Fishbowl Fishbowl is the #1 selling manufacturing and warehouse management software for QuickBooks. Designed for small and medium-sized businesses, including manufacturers, distributors, and service providers, Fishbowl gives businesses the flexibility to stay within the QuickBooks platform for accounting while seamlessly integrating advanced inventory features with it. It also offers multi-location tracking, work orders, bills of materials, barcoding, shipping, auto reorder points, and integrations with EDI, shopping carts, merchant services, and other business solutions. If you are looking for an affordable inventory management solution that can help your business take advantage of the latest technology to streamline operations and save time and money, Fishbowl is a great option. 1,143 Ratings Visit Website
About TotalBrokerage connects to every front-end website. We capture your online leads from any third-party portal, lead gen website, Facebook, or custom website to organize and track in one centralized location. The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your existing and prospective customers. With drip campaigns and a built-in HTML editor, staying in touch has never been easier. Transaction management allows users to create, edit and store all the necessary forms and documents. Track and report on all the contacts and vendors. Use the activity log for a centralized location of any pertinent information, such as inspections. All of your agents commissions will be automatically calculated in any way you want. Flat, tiered, or even fees, we handle any complex commission calculation. We even natively sync to Quickbooks Online or Quickbooks Desktop, so your accountant will stay happy. Track expenses down to an individual transaction or vendor.	About On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies searching for a powerful real estate brokerage software	Audience Real Estate brokers, agents, teams and transaction coordinators
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $399 per month Free Version Not Supported Free Trial Not Supported	Pricing $29.00/month Contact us for a custom quote Free Version Supported Free Trial Not Supported
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: Review this Software	Reviews/Ratings Overall 3.5 / 5 ease 4.0 / 5 features 4.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Easy signature process and is fairly intuitive. Easy to use in mobile applications for phone / tablet. One thing I truly love about Dotloop is how user-friendly it is! That is very important for my end and my client's capability. My clients are even capable of signing on their phones. I love the way that each client can be put in their own loop. Every document that is part of that transaction can be stored. I also love how changes can't be made without clearing signatures that are already present. As Realtors, we are working with legally binding documents so clients feel secured. I also love how I can have folders so all of my needed documents to complete a contract are separated by counties, etc. Cons Does not organize files and cannot sort by file name - it’s manual drag into order you want files to show up in the record called Loop. Does not accept mail, word or other types of files. Only PDF files. This system should upgrade to allow this. I do wish that Dotloop had the feature like DigiSign where multiple documents that are uploaded as one can be separated through the portal. Main Con: Zillow has some ownership of the company now.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Brokerage Management Solutions Founded: 2015 United States www.totalbrokerage.com	Company Information dotloop Founded: 2009 United States www.dotloop.com
Alternatives BoldTrail	Alternatives BoldTrail Back Office BoldTrail
BoldTrail Back Office BoldTrail	Secured Signing
Sisu	Docusign
Lone Wolf Lone Wolf Technologies	Lone Wolf Lone Wolf Technologies
dotloop View All	Sisu View All
Categories Brokerage Management Supported Email Marketing Supported Lead Management Supported Real Estate Agency Supported Real Estate CRM Supported Real Estate Lead Generation Supported Real Estate Transaction Management Supported	Categories Brokerage Management Supported Collaboration Supported Real Estate Agency Supported Real Estate Transaction Management Supported Virtual Data Room Supported
Real Estate Agency Features Calendar Management Supported Client / Property Matching Supported Client Database Not Supported Commission Management Supported Contact Management Supported Contract Management Supported Email Marketing Supported Flyer / Catalog Printing Not Supported Lead Management Supported Listing Management Supported Property Database Not Supported Website Management Not Supported Real Estate Transaction Management Features Accounting Supported Appointment Scheduling Not Supported Commission Management Supported Contract Management Supported Critical Date Alerts Not Supported CRM Supported Document Templates Not Supported Electronic Signature Supported File Sharing Supported Task Management Supported Transaction Review Not Supported Show More Features Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Not Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Supported Dynamic Content Not Supported Event Triggered Email Not Supported Image Library Not Supported Landing Pages/Web Forms Not Supported Mailing List Management Not Supported Mobile Optimized Emails Not Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Not Supported Lead Management Features Activity Tracking Not Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Not Supported Prospecting Tools Not Supported Source Tracking Not Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Supported Contact Management Supported Dashboard Not Supported Email Marketing Supported Interaction Tracking Not Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Not Supported Segmentation Supported	Real Estate Agency Features Calendar Management Not Supported Client / Property Matching Not Supported Client Database Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Email Marketing Not Supported Flyer / Catalog Printing Not Supported Lead Management Not Supported Listing Management Supported Property Database Supported Website Management Not Supported Show More Features Collaboration Features Brainstorming Not Supported Calendar Management Supported Chat / Messaging Supported Contact Management Supported Content Management Not Supported Document Management Supported Project Management Not Supported Real Time Editing Supported Task Management Supported Version Control Supported Video Conferencing Supported Virtual Data Room Features Anonymity Management Not Supported Audit Trail Supported Collaboration Supported Data Protection Not Supported Data Storage Management Supported Document Tagging Supported Due Diligence Management Supported Procurement Management Not Supported Project Management Not Supported Role-Based Permissions Supported Secure Preview Not Supported
Integrations Zapier Supported Adwerx Not Supported Big Purple Dot Not Supported BoldTrail Not Supported Clozze Not Supported Dropbox Not Supported Google Sheets Not Supported Lead Sherpa Supported LionDesk Not Supported Loft47 Not Supported Mailchimp Not Supported Microsoft Outlook Not Supported Notarize Not Supported Placester Supported QuickBooks Online Supported Ylopo Supported Zillow Premier Agent Not Supported Zumper Supported realtor.com Supported zBuyer Supported Show More Integrations View All 19 Integrations	Integrations Zapier Supported Adwerx Supported Big Purple Dot Supported BoldTrail Supported Clozze Supported Dropbox Supported Google Sheets Supported Lead Sherpa Not Supported LionDesk Supported Loft47 Supported Mailchimp Supported Microsoft Outlook Supported Notarize Supported Placester Not Supported QuickBooks Online Not Supported Ylopo Not Supported Zillow Premier Agent Supported Zumper Not Supported realtor.com Not Supported zBuyer Not Supported Show More Integrations View All 42 Integrations
Claim TotalBrokerage and update features and information Claim TotalBrokerage and update features and information	Claim dotloop and update features and information Claim dotloop and update features and information