Dealpath vs TotalBrokerage

HubSpot CRM

dotloop

Spreadsheet Server

Certent Equity Management

SkySlope

Longview Tax

Compare Dealpath and TotalBrokerage 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

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.

Established in 2011, SkySlope is the customer experience platform managing real estate transactions from contract to close. Serving over 400,000 real estate professionals across the U.S. and Canada, SkySlope manages nearly 3 million transactions annually.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

TotalBrokerage offers the real estate industry’s most comprehensive sales and management platform built to scale brokerage performance, from first contact to close. With feature-rich solutions, system integrations, and unparalleled client service, TotalBrokerage enables brokerages to gain a competit

Accounting

Agent Management

Agent Onboarding

Billing & Invoicing

Broker/Agent Portal

Campaign Management

CAN-SPAM Compliance

Checklists

Click Tracking

Client/Property Matching

Commission Calculations

Commission Management

Commission Overrides

Commission Scheduling

Communication Management

Contact Database

Contract/License Management

Customizable Forms

Drip Campaigns

Electronic Signature

Email Campaign Management

Email Management

Email Marketing

Email Tracking

Expense Tracking

File Sharing

For Brokers

For Real Estate Agencies

For Startups

HTML Editor

Lead Capture

Lead Distribution

Lead Management

Lead Nurturing

Lead Segmentation

List Management

Listing Management

Marketing Automation

Multi-Location

Performance Management

Sales Pipeline Management

Sales Reports

Segmentation

Social Media Integration

Template Management

Transaction Management

WYSIWYG Editor

TotalBrokerage

Broker Owner

I really love how you can customize the platform to match your company branding including logo and color. The customer support has been outstanding.

President and CEO 

There customer support staff is amazing and very responsive. They have been very good to work with and they allow me the opportunity to customize their system to my company operations.

Realtor

CRM is amazing, helps you organize your contacts and have great communication with them.

 Real estate agent 

My favorite part it has a great way of helping you to build relationship with your customers by sending them emails, post card for holidays or even  their favorite sport.

Commercial Specialist

There is a learning curve for this platform and you can say it is due to the fact that this is truly comprehensive and robust system.

Team Leader

Ben and team are amazing. Our agents can't say enough good things about TB support.

Unfortunately, I have to use this program on a daily basis and it makes me angry to log in.

realtor

The documents at rents and security safe , is very nice the forms use the a services for my costumers and I.

My favorite section is the Tasks, I found it  extremely useful, specially as a new agent because It’s guide you step-by-step to what forms must be completed for your transaction.

Realtor/sales agent

I really like the contact management and ease of integration into the documents.

Broker

This software makes it super easy to manage the transactions and paperwork for my agents. I can check on contracts, etc. from my cell phone or laptop wherever I am.

Broker-Owner

My agents love it and use it every day. Was very easy to migrate to and implement throughout my brokerage.

Associate Broker

I hate the popup that comes up every time I open.

Principal Broker

The platform itself is  excellent and does exactly what it should do as a one stop fully integrated product.

Even after the "EYE" is selected, it appears as though the name is cut off but once the document is sent out for signatures it appears for the viewer.

As with any software there are some processes that are not intuitive for all users, so I wouldn't call it a "con" per se, because it will happen with any platform, but it's really the only downside.

I came from using app files. This is so easy to use and saves me hours of time filling out contracts.

Broker - Owner

They gave us a 30 day money back guarantee but it takes more than 30 days to understand how it really works and all of it's limitations so this is just for show.

Dealpath vs TotalBrokerage Comparison (2025)

Dealpath

TotalBrokerage

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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