Dealpath vs Form Simplicity

BoldTrail Back Office

dotloop

Spreadsheet Server

Certent Equity Management

Longview Tax

CORE BackOffice

Compare Dealpath and Form Simplicity based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2025.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

Spreadsheet Server is a financial and operational reporting solution that connects with over 130 ERP / Accounting systems to feed live data into Microsoft Excel spreadsheets.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Approval Process Control

Business Process Automation

Calendar Management

Cash Flow Analysis

Collaboration Tools

Commenting/Notes

Compliance Tracking

Contact Management

Critical Date Alerts

Customizable Dashboard

Customizable Fields

Customizable Reports

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Email Alerts

For Commercial Real Estate

For Investors & Traders

For Real Estate

Forms Management

Interaction Tracking

Mobile Access

Monitoring

Pipeline Management

Portfolio Management

Progress Tracking

Project Workflow

Property Database

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Rules-Based Workflow

Search/Filter

Strategic Planning

Task Management

Third-Party Integrations

Visual Analytics

Workflow Configuration

Workflow Management

Dealpath

Web-based

iPad

iPhone

Acquisitions Associate

The software has great functionality and is very easy to use. I love how searchable it is.

Business Engineer

Data integrations with ESRI are pretty awesome. Administration is easy and fairly straight forward.

Development Associate

It's a must-have tool that has not only saved us time and money but has also enhanced our overall productivity and success in the competitive world of real estate investment.

Customer service is excellent. The functionality of Dealpath can be improved in a number of areas.

Transaction Manager

Lack of customization in reporting exports, though I understand why this is not a feature.

Senior Associate

Difficult to delete multiple files from a single task all at once.

Acquisitions Analyst

It's helpful that the assignments section organizes my due assignments but can be annoying to have to open a second tab in order to look up other details about the deal.

It is very manual and not automated in a flexible way.

Dealpath screenshot: Drop a Pin on Dealpath Mobile

Dealpath screenshot: View Tasks on Dealpath Mobiile

Dealpath screenshot: Deal Pipeline Report

Dealpath screenshot: Task List

Dealpath screenshot: Deals Dashboard

Dealpath screenshot: Deal Info View

Large Enterprises

Mid Size Business

Small Business

BackOffice is an easy-to-use, complete cloud-based solution for the residential real estate back office.

dotloop provides a cloud-based platform that consolidates form creation, digital signing, and real estate systems, enabling users to streamline operations through real-time transaction visibility. Targeted towards managing brokers and team leaders, dotloop equips them with essential tools to optimize their agents' performance and overall business operations. Key features of dotloop include real-time visibility facilitated by reporting tools like dotloop charts and report builder.

BrokerSumo is a cloud-based commission and accounting management solution, which helps real estate agents, property owners and brokers manage deals and transactions. Key features include performance measurement, lead conversion tracking, billing, and custom reporting.

Easy to use digital real estate transaction management.

Compliance Management

Contract/License Management

Electronic Signature

File Sharing

Listing Management

Status Tracking

Transaction History

Transaction Management

Form Simplicity

Realtor

The signing process is an awful mess and hard to use. It goes down constantly.

It helps me keep all my contracts and organize them to my liking. It also helps me manage and edit any contracts.

Associate broker/owner

I like that it is the most client friendly electronic signature platform I have used. My clients find it very user friendly as well.

Great product that does what I need it to do with the help of my broker.

I'll put a signature prompt on a line but then the signature ends up being anywhere from half an inch to inch above where I placed the signature box. Make's it inconvenient at times.

Realtor 

Form simplicity is easy to use, it is free as part of my real estate membership through my state and clients love it.

Broker/Owner

The ease of use is good from my end, good customer service.

Form Simplicity is very easy with which to work. The customer service is professional & friendly, & there is rarely any software "down" time.

It does not work well with a Mac. Uploading documents or going to documents library takes forever and I usually have to reboot.

Director of Operations

Very easy and fast to use. Pretty user friendly in that most any one with any computer skills can breeze right through it.

Broker-Associate

Very satisfied with the software. There is enough I can do with it as opposed to what I can't do.

Executive Broker 

Wonderful search for past property and clients.

This is a great program to use when needing to do work quickly and efficiently.

Form Simplicity came free with my Miami Realtor Subscription. It works nicely with MLS listing numbers and all pre-set forms are accessible through a quick search.

Office Manager

It's easy to use and the new dashboard display is much better. Overall for the price it doesn't the job.

Sales Associate

The ease of uploading and previewing files as well as the e-sign integration.

Broker/owner

The only con I have found is sometimes it’s hard to get back to the forms once they have been esigned.

It is good for electronic signature requests. Once I integrated more features into my process, I leveled up to Total Brokerage.

Dealpath vs Form Simplicity Comparison (2025)

Dealpath

Form Simplicity

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives