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Real Estate Transaction Management Software

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2M+ monthly users.

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Brokermint logo

Brokermint

4.5
799

Real estate back office consolidation and automation.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.2
    Customer support
    4.5
Pros and Cons from Brokermint users   
avatar
+15
This is a very user friendly tool to help manage efficiency for real estate agents, I was once interested in becoming an agent and learned that this would be a helpful tool in the process.
When I delete a task in my checklist on accident, there is no way for me to go back and "undo" - unless I just haven't figured that out yet.
MY over all experience has been great, and costumer service has been great in making new transitions easy to do.
No app, so using it on your phone was like having a root canal with a rusty drill and no pain killer. Overall a complete waste of time and money.
Personally, I do not use it because I am not a broker but I recommend it to all my broker clients. They are all happy with this web platform.
Inability for side by side transaction checklist view, there are times when the software is slow to load.
It does a lot on its own, it is intuitive, love the side viewing of documents, love that it tells you how many pages are in a doc.
The verbiage used for buyers is confusing. Such as "pending" equals buyer instead of simply saying buyer.
I love how Brokermint integrates easily with other software like Chime Solutions. It is extremely easy to use.
I like Brokermint because it is user friendly. Very straight forward and easy to use.
Their support team has been wonderful as we begin streamlining how we manage a transaction cycle.
Best Features for the Price, Great Customer Service.
Having my transactions managed in one place is awesome.
Ensuring everyone has access to the documents related to a transaction has been hugely helpful.
It makes it extremely easy for you to be able to track commission transactions as well as it's synchronization with QuickBooks makes it extremely useful.
I LOVE that Brokermint provides visibility into the transaction management and pipeline side of things.
Another great thing about it is the integrations with different websites I use daily.
Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line.
This is a very user friendly tool to help manage efficiency for real estate agents, I was once interested in becoming an agent and learned that this would be a helpful tool in the process.
When I delete a task in my checklist on accident, there is no way for me to go back and "undo" - unless I just haven't figured that out yet.
MY over all experience has been great, and costumer service has been great in making new transitions easy to do.
No app, so using it on your phone was like having a root canal with a rusty drill and no pain killer. Overall a complete waste of time and money.
Personally, I do not use it because I am not a broker but I recommend it to all my broker clients. They are all happy with this web platform.
Inability for side by side transaction checklist view, there are times when the software is slow to load.
It does a lot on its own, it is intuitive, love the side viewing of documents, love that it tells you how many pages are in a doc.
The verbiage used for buyers is confusing. Such as "pending" equals buyer instead of simply saying buyer.
I love how Brokermint integrates easily with other software like Chime Solutions. It is extremely easy to use.
I like Brokermint because it is user friendly. Very straight forward and easy to use.
Their support team has been wonderful as we begin streamlining how we manage a transaction cycle.
Best Features for the Price, Great Customer Service.
Having my transactions managed in one place is awesome.
Ensuring everyone has access to the documents related to a transaction has been hugely helpful.
It makes it extremely easy for you to be able to track commission transactions as well as it's synchronization with QuickBooks makes it extremely useful.
I LOVE that Brokermint provides visibility into the transaction management and pipeline side of things.
Another great thing about it is the integrations with different websites I use daily.
Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line.
This is a very user friendly tool to help manage efficiency for real estate agents, I was once interested in becoming an agent and learned that this would be a helpful tool in the process.
When I delete a task in my checklist on accident, there is no way for me to go back and "undo" - unless I just haven't figured that out yet.
MY over all experience has been great, and costumer service has been great in making new transitions easy to do.
No app, so using it on your phone was like having a root canal with a rusty drill and no pain killer. Overall a complete waste of time and money.
Personally, I do not use it because I am not a broker but I recommend it to all my broker clients. They are all happy with this web platform.
Inability for side by side transaction checklist view, there are times when the software is slow to load.
It does a lot on its own, it is intuitive, love the side viewing of documents, love that it tells you how many pages are in a doc.
The verbiage used for buyers is confusing. Such as "pending" equals buyer instead of simply saying buyer.
I love how Brokermint integrates easily with other software like Chime Solutions. It is extremely easy to use.
I like Brokermint because it is user friendly. Very straight forward and easy to use.
Their support team has been wonderful as we begin streamlining how we manage a transaction cycle.
Best Features for the Price, Great Customer Service.
Having my transactions managed in one place is awesome.
Ensuring everyone has access to the documents related to a transaction has been hugely helpful.
It makes it extremely easy for you to be able to track commission transactions as well as it's synchronization with QuickBooks makes it extremely useful.
I LOVE that Brokermint provides visibility into the transaction management and pipeline side of things.
Another great thing about it is the integrations with different websites I use daily.
Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line.
InvestNext logo
4.9
20

Where Deals Get Done

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.7
    Customer support
    4.7
Pros and Cons from InvestNext users   
avatar
+11
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
Lack of customizability within the folders for documents stored on the platform.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.
I like how easy it is to work with and how user friendly it is.
While not its original intention having an Investor CRM is a critical first step.
They are constantly taking feedback and implementing it and I sincerely enjoy working with them.
Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business.
Easy to visually view the client's position and transaction, excellent customer support.
Pricing and Platform is probably the best in the market.
Great all inclusive option for capital raising.
I have used several investor portal software packages and InvestNext is my favorite.
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
Lack of customizability within the folders for documents stored on the platform.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.
I like how easy it is to work with and how user friendly it is.
While not its original intention having an Investor CRM is a critical first step.
They are constantly taking feedback and implementing it and I sincerely enjoy working with them.
Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business.
Easy to visually view the client's position and transaction, excellent customer support.
Pricing and Platform is probably the best in the market.
Great all inclusive option for capital raising.
I have used several investor portal software packages and InvestNext is my favorite.
InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.
Lack of customizability within the folders for documents stored on the platform.
InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.
There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.
They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.
No delay delivery option on email communications. This would be helpful for us when we send out reporting.
I like how easy it is to work with and how user friendly it is.
While not its original intention having an Investor CRM is a critical first step.
They are constantly taking feedback and implementing it and I sincerely enjoy working with them.
Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business.
Easy to visually view the client's position and transaction, excellent customer support.
Pricing and Platform is probably the best in the market.
Great all inclusive option for capital raising.
I have used several investor portal software packages and InvestNext is my favorite.
Yardi Investment Manager logo
4.1
8

Improve investor relations and manage new opportunities

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.0
    Features
    4.1
    Customer support
    4.3
Pros and Cons from Yardi Investment Manager users   
No pros & cons found
Yardi Breeze logo
4.1
176

Refreshingly simple property management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    3.9
    Customer support
    4.1
Pros and Cons from Yardi Breeze users   
+15
I love the simplicity of the program and how user-friendly it is. The integration was also super easy and I was able to set it up with the help of an amazing Yardi team.
The overall experience since day 1 of using this product has been ABSOULTELY TERRIBLE. At this point my team and I are extremely exhausted.
User friendly and great support. Everyone who has offered support has been helpful and friendly.
There is no tenant credit button. If you want to issue tenant credits, you have to enter a negative charge - but the kick is that negative charges do NOT automatically apply.
Customer support has been responsive and helpful. Some nice, innovative features on the property management side of the software.
Overall, this software did not meet our expectations and has been extremely disappointing to us all.
Software is very intuitive and user friendly. The customer service online chat feature is outstanding.
If you're not using this think daily or have a person specifically using this software you'll get lost.
I love being able to quickly post all accounting elements. Again, as one gets comfortable with all the functionality, it is so efficient.
You have to make sure all the property info is correct or it will mess everything up. We had many units not get billed because the tenant went month to month, so the system quit billing.
The ease of completing routine tasks within the program is probably the best part of this program. This program is easy to navigate.
I absolutely love it and would recommend this software a 100X over to anyone.
Yardi Breeze's excellent customer support and training resources ensure that I can make the most of the platform, and the scalability and integration options mean that it can grow with my business.
My over all expericance with Yardi breeze is really good easy to use most of the time other than the tracking of management fees.
We love that our tenants are able to pay online, this is so helpful with ones who are behind.
We are still in the set up phase, however there are several positives I can already share about Yardi. The price is excellent - middle of the road or lower compared to other, similar software.
The live training webinars are informative and helpful. The layout is pleasing to the eye.
The customer service was top notch. Every interaction I had with them was phenomenal, however the quality on the Landlord side and the cost drove us to look elsewhere.
I love the simplicity of the program and how user-friendly it is. The integration was also super easy and I was able to set it up with the help of an amazing Yardi team.
The overall experience since day 1 of using this product has been ABSOULTELY TERRIBLE. At this point my team and I are extremely exhausted.
User friendly and great support. Everyone who has offered support has been helpful and friendly.
There is no tenant credit button. If you want to issue tenant credits, you have to enter a negative charge - but the kick is that negative charges do NOT automatically apply.
Customer support has been responsive and helpful. Some nice, innovative features on the property management side of the software.
Overall, this software did not meet our expectations and has been extremely disappointing to us all.
Software is very intuitive and user friendly. The customer service online chat feature is outstanding.
If you're not using this think daily or have a person specifically using this software you'll get lost.
I love being able to quickly post all accounting elements. Again, as one gets comfortable with all the functionality, it is so efficient.
You have to make sure all the property info is correct or it will mess everything up. We had many units not get billed because the tenant went month to month, so the system quit billing.
The ease of completing routine tasks within the program is probably the best part of this program. This program is easy to navigate.
I absolutely love it and would recommend this software a 100X over to anyone.
Yardi Breeze's excellent customer support and training resources ensure that I can make the most of the platform, and the scalability and integration options mean that it can grow with my business.
My over all expericance with Yardi breeze is really good easy to use most of the time other than the tracking of management fees.
We love that our tenants are able to pay online, this is so helpful with ones who are behind.
We are still in the set up phase, however there are several positives I can already share about Yardi. The price is excellent - middle of the road or lower compared to other, similar software.
The live training webinars are informative and helpful. The layout is pleasing to the eye.
The customer service was top notch. Every interaction I had with them was phenomenal, however the quality on the Landlord side and the cost drove us to look elsewhere.
I love the simplicity of the program and how user-friendly it is. The integration was also super easy and I was able to set it up with the help of an amazing Yardi team.
The overall experience since day 1 of using this product has been ABSOULTELY TERRIBLE. At this point my team and I are extremely exhausted.
User friendly and great support. Everyone who has offered support has been helpful and friendly.
There is no tenant credit button. If you want to issue tenant credits, you have to enter a negative charge - but the kick is that negative charges do NOT automatically apply.
Customer support has been responsive and helpful. Some nice, innovative features on the property management side of the software.
Overall, this software did not meet our expectations and has been extremely disappointing to us all.
Software is very intuitive and user friendly. The customer service online chat feature is outstanding.
If you're not using this think daily or have a person specifically using this software you'll get lost.
I love being able to quickly post all accounting elements. Again, as one gets comfortable with all the functionality, it is so efficient.
You have to make sure all the property info is correct or it will mess everything up. We had many units not get billed because the tenant went month to month, so the system quit billing.
The ease of completing routine tasks within the program is probably the best part of this program. This program is easy to navigate.
I absolutely love it and would recommend this software a 100X over to anyone.
Yardi Breeze's excellent customer support and training resources ensure that I can make the most of the platform, and the scalability and integration options mean that it can grow with my business.
My over all expericance with Yardi breeze is really good easy to use most of the time other than the tracking of management fees.
We love that our tenants are able to pay online, this is so helpful with ones who are behind.
We are still in the set up phase, however there are several positives I can already share about Yardi. The price is excellent - middle of the road or lower compared to other, similar software.
The live training webinars are informative and helpful. The layout is pleasing to the eye.
The customer service was top notch. Every interaction I had with them was phenomenal, however the quality on the Landlord side and the cost drove us to look elsewhere.
Loft47 logo
5.0
7

Accounting solution for modern brokerages

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    5.0
    Customer support
    5.0
Pros and Cons from Loft47 users   
No pros & cons found
Juniper Square logo
4.9
61

A universal system for private investment partnerships.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.7
    Customer support
    5.0
Pros and Cons from Juniper Square users   
avatar
avatar
avatar
+15
JS customer service super responsive. Ability to quickly access information about our relationship with an individual investor (i.e. which active and realized investments is an investor in).
For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors.
Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity.
No IT team or person; they really need to address this ASAP.
Our investors always have good things to say about the platform. Even those that aren't technology advanced find the software to be easy to use and very helpful.
Am also anxious for the mobile App form so could access on the go.
Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems.
N/A There is nothing that we don't like about this software.
Great reporting capabilities and our clients love the portals.
Juniper Square is so easy to use. I feel like the team at Juniper has thought of everything - the software is so robust and intuitive.
The software is very comprehensive and has allowed us to make our investor communications and internal accounting much more seamless, efficient, and concise.
Working with the rep and the rest of the Juniper Square team has been amazing.
Easy implementation, user friendly, responsive customer support.
The software is intuitive, our investors really like it and the customer service is top notch.
I also appreciate having a specified account manager from Juniper Square - it's easy to develop a relationship and have them really undersand our wants and needs.
Intuitive and easy to use for both administrators and investors. Ticks all the right boxes for what you would like to get out of a Investment management software tool for the Real Estate Industry.
Juniper Square is a great tool to connect with our investors.
7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.
JS customer service super responsive. Ability to quickly access information about our relationship with an individual investor (i.e. which active and realized investments is an investor in).
For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors.
Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity.
No IT team or person; they really need to address this ASAP.
Our investors always have good things to say about the platform. Even those that aren't technology advanced find the software to be easy to use and very helpful.
Am also anxious for the mobile App form so could access on the go.
Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems.
N/A There is nothing that we don't like about this software.
Great reporting capabilities and our clients love the portals.
Juniper Square is so easy to use. I feel like the team at Juniper has thought of everything - the software is so robust and intuitive.
The software is very comprehensive and has allowed us to make our investor communications and internal accounting much more seamless, efficient, and concise.
Working with the rep and the rest of the Juniper Square team has been amazing.
Easy implementation, user friendly, responsive customer support.
The software is intuitive, our investors really like it and the customer service is top notch.
I also appreciate having a specified account manager from Juniper Square - it's easy to develop a relationship and have them really undersand our wants and needs.
Intuitive and easy to use for both administrators and investors. Ticks all the right boxes for what you would like to get out of a Investment management software tool for the Real Estate Industry.
Juniper Square is a great tool to connect with our investors.
7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.
JS customer service super responsive. Ability to quickly access information about our relationship with an individual investor (i.e. which active and realized investments is an investor in).
For example, each quarter I was having to craft and send over one hundred unique emails with distribution information that is now done with two clicks and zero errors.
Everyone we have worked with on getting our investor portal set up has been extremely knowledgeable and helpful. Our investors love using it and how easy it is for them to log in and monitor activity.
No IT team or person; they really need to address this ASAP.
Our investors always have good things to say about the platform. Even those that aren't technology advanced find the software to be easy to use and very helpful.
Am also anxious for the mobile App form so could access on the go.
Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems.
N/A There is nothing that we don't like about this software.
Great reporting capabilities and our clients love the portals.
Juniper Square is so easy to use. I feel like the team at Juniper has thought of everything - the software is so robust and intuitive.
The software is very comprehensive and has allowed us to make our investor communications and internal accounting much more seamless, efficient, and concise.
Working with the rep and the rest of the Juniper Square team has been amazing.
Easy implementation, user friendly, responsive customer support.
The software is intuitive, our investors really like it and the customer service is top notch.
I also appreciate having a specified account manager from Juniper Square - it's easy to develop a relationship and have them really undersand our wants and needs.
Intuitive and easy to use for both administrators and investors. Ticks all the right boxes for what you would like to get out of a Investment management software tool for the Real Estate Industry.
Juniper Square is a great tool to connect with our investors.
7 online reporting portal - easy to use and modify - streamlines marketing and ops for future capital raises. Online incorporation with DocuSign.
Asset Agreement Management logo
0

Manage Complex Asset Structures

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Asset Agreement Management users   
No pros & cons found
Occupier logo
4.6
19

Lease Management Software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.8
    Features
    4.4
    Customer support
    4.9
Pros and Cons from Occupier users   
No pros & cons found
VERO logo
4.3
3

Cloud-based real estate property management platform

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.3
    Features
    4.3
    Customer support
    5.0
Pros and Cons from VERO users   
No pros & cons found
dotloop logo
4.7
625

Real estate transaction management software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.6
    Customer support
    4.6
Pros and Cons from dotloop users   
+15
Enjoy using, good for document keeping, and e-signatures. With small improvements it would be amazing.
If you make a mistake on a form and send it out, fixing the mistake erases all signatures and you have to resend. Understandable why this occurs but can become frustrating.
Really like the ease of the is software. I really like how easy it's to send documents to my clients and the ease of sharing.
Dotloop is full garbage help, and dead ends when trying to cancel. You can only cancel if you make an appointment.
I am lucky to have a support staff person in our office who helped me get started when I had a few questions. However, it was very simple to transition to this and I love it.
Concerned that our customer's data is no longer private and they are discouraging our clients from using us as professionals. For that reason, I don't know how long I will stay with it.
The versatility, I can use it from my laptop, tablet or phone and its user friendly and its great when you need to integrate everyone in the deal. Love and recommend it to all.
Some what confusing for a software layman in first attempt.
Most liked features include: Ease of use for user and their clients; secure; ability to add new interactive forms; export client contact information; integration with Zillow, Gmail, etc.
I have found dotloop pretty easy to use. I appreciate having templates at my fingertips and that I can create folders within each file to keep documents sets separated and me, better organized.
The ability to share documents with buyers, sellers and other agents is second to none. I trust the software and enjoy using it.
Make my life so much easier, organized and I love how I can go back to even closed transactions and pull up an archived file if needed. I love how it tracks my production and transaction history.
I like the ease of use and that you can link other users in other companies to your loop.
Easy to maneuver, teach, and use for all our companies real estate document processing needs. The security of an electronically signed signature is very important; DotLoop keeps everyone honest.
I wanted to try Dotloop and boy am I glad I did. The ease of use, customer support and keeping my documents at fingers length at all times, I couldn't ask for more.
The ease of getting ask the docs to the appropriate places with signatures acquired without leaving the house.
I can send any type of document out for signature to anyone, anywhere, anytime. Has saved me valuable time and money.
In real estate, time is money and continuing to use Dotloop was definitely worth it to me.
Enjoy using, good for document keeping, and e-signatures. With small improvements it would be amazing.
If you make a mistake on a form and send it out, fixing the mistake erases all signatures and you have to resend. Understandable why this occurs but can become frustrating.
Really like the ease of the is software. I really like how easy it's to send documents to my clients and the ease of sharing.
Dotloop is full garbage help, and dead ends when trying to cancel. You can only cancel if you make an appointment.
I am lucky to have a support staff person in our office who helped me get started when I had a few questions. However, it was very simple to transition to this and I love it.
Concerned that our customer's data is no longer private and they are discouraging our clients from using us as professionals. For that reason, I don't know how long I will stay with it.
The versatility, I can use it from my laptop, tablet or phone and its user friendly and its great when you need to integrate everyone in the deal. Love and recommend it to all.
Some what confusing for a software layman in first attempt.
Most liked features include: Ease of use for user and their clients; secure; ability to add new interactive forms; export client contact information; integration with Zillow, Gmail, etc.
I have found dotloop pretty easy to use. I appreciate having templates at my fingertips and that I can create folders within each file to keep documents sets separated and me, better organized.
The ability to share documents with buyers, sellers and other agents is second to none. I trust the software and enjoy using it.
Make my life so much easier, organized and I love how I can go back to even closed transactions and pull up an archived file if needed. I love how it tracks my production and transaction history.
I like the ease of use and that you can link other users in other companies to your loop.
Easy to maneuver, teach, and use for all our companies real estate document processing needs. The security of an electronically signed signature is very important; DotLoop keeps everyone honest.
I wanted to try Dotloop and boy am I glad I did. The ease of use, customer support and keeping my documents at fingers length at all times, I couldn't ask for more.
The ease of getting ask the docs to the appropriate places with signatures acquired without leaving the house.
I can send any type of document out for signature to anyone, anywhere, anytime. Has saved me valuable time and money.
In real estate, time is money and continuing to use Dotloop was definitely worth it to me.
Enjoy using, good for document keeping, and e-signatures. With small improvements it would be amazing.
If you make a mistake on a form and send it out, fixing the mistake erases all signatures and you have to resend. Understandable why this occurs but can become frustrating.
Really like the ease of the is software. I really like how easy it's to send documents to my clients and the ease of sharing.
Dotloop is full garbage help, and dead ends when trying to cancel. You can only cancel if you make an appointment.
I am lucky to have a support staff person in our office who helped me get started when I had a few questions. However, it was very simple to transition to this and I love it.
Concerned that our customer's data is no longer private and they are discouraging our clients from using us as professionals. For that reason, I don't know how long I will stay with it.
The versatility, I can use it from my laptop, tablet or phone and its user friendly and its great when you need to integrate everyone in the deal. Love and recommend it to all.
Some what confusing for a software layman in first attempt.
Most liked features include: Ease of use for user and their clients; secure; ability to add new interactive forms; export client contact information; integration with Zillow, Gmail, etc.
I have found dotloop pretty easy to use. I appreciate having templates at my fingertips and that I can create folders within each file to keep documents sets separated and me, better organized.
The ability to share documents with buyers, sellers and other agents is second to none. I trust the software and enjoy using it.
Make my life so much easier, organized and I love how I can go back to even closed transactions and pull up an archived file if needed. I love how it tracks my production and transaction history.
I like the ease of use and that you can link other users in other companies to your loop.
Easy to maneuver, teach, and use for all our companies real estate document processing needs. The security of an electronically signed signature is very important; DotLoop keeps everyone honest.
I wanted to try Dotloop and boy am I glad I did. The ease of use, customer support and keeping my documents at fingers length at all times, I couldn't ask for more.
The ease of getting ask the docs to the appropriate places with signatures acquired without leaving the house.
I can send any type of document out for signature to anyone, anywhere, anytime. Has saved me valuable time and money.
In real estate, time is money and continuing to use Dotloop was definitely worth it to me.
ResMan logo
4.6
461

Multifamily & Affordable Properties Run Better on ResMan

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.4
Pros and Cons from ResMan users   
+15
The best thing i like about Resman is the help button. If you need assistance there is someone always available to help you.
Absolutely AWFUL on-boarding process I have ever experienced.
I love how user friendly the software is. I also love how you can get support so quickly when needed.
The ledger is sometimes confusing for our residents.
We use Resman as our Property Management software for our community of 282 apartments. It has been an amazing software to use so far, and myself and the team are very impressed with it.
Integration with other programs gives trouble sometimes.
It has every report you could ever need, the integrations are seamless, and the navigations through screens is super easy.
We could post ads from ResMan to Facebook, Craigslist and others. Some numbers on the Reports don't match which is frustrating.
User friendly and like the fact they are continuously making advancements and adding in new features based on the current changes and for making multifamily like easier.
Accounting side and Operation side work well with each other. Alot of the industry software has either a stronger front end or and amazing accounting.
Overall great experience, but I haven’t used other software for multifamily so I can’t quite say that Resman is the best.
The things I like most about this software is the easy of access. They allow easy signatures of documents as well as a convenient way to organize files that clients have sent to us.
It has been great having a software that streamlines turns, work orders, and also helps you keep your budget inline.
It is a tool, as well as their help section that i strongly encourage everyone to use. A year into using the system, we just about have all our bugs worked out.
The reports are very user friendly and easy to use. Often time they allow me complete a task that i knew would take longer than usual.
Very easy to use and if there are ever any issues the customer service department is always on top of them.
The ease of use, and how it is integrated with other programs that we need to use daily.
Doesn't matter if you are the owner or an investor, this program is for you. Easy to use and keeps track of accounting, reporting and management capabilities.
The best thing i like about Resman is the help button. If you need assistance there is someone always available to help you.
Absolutely AWFUL on-boarding process I have ever experienced.
I love how user friendly the software is. I also love how you can get support so quickly when needed.
The ledger is sometimes confusing for our residents.
We use Resman as our Property Management software for our community of 282 apartments. It has been an amazing software to use so far, and myself and the team are very impressed with it.
Integration with other programs gives trouble sometimes.
It has every report you could ever need, the integrations are seamless, and the navigations through screens is super easy.
We could post ads from ResMan to Facebook, Craigslist and others. Some numbers on the Reports don't match which is frustrating.
User friendly and like the fact they are continuously making advancements and adding in new features based on the current changes and for making multifamily like easier.
Accounting side and Operation side work well with each other. Alot of the industry software has either a stronger front end or and amazing accounting.
Overall great experience, but I haven’t used other software for multifamily so I can’t quite say that Resman is the best.
The things I like most about this software is the easy of access. They allow easy signatures of documents as well as a convenient way to organize files that clients have sent to us.
It has been great having a software that streamlines turns, work orders, and also helps you keep your budget inline.
It is a tool, as well as their help section that i strongly encourage everyone to use. A year into using the system, we just about have all our bugs worked out.
The reports are very user friendly and easy to use. Often time they allow me complete a task that i knew would take longer than usual.
Very easy to use and if there are ever any issues the customer service department is always on top of them.
The ease of use, and how it is integrated with other programs that we need to use daily.
Doesn't matter if you are the owner or an investor, this program is for you. Easy to use and keeps track of accounting, reporting and management capabilities.
The best thing i like about Resman is the help button. If you need assistance there is someone always available to help you.
Absolutely AWFUL on-boarding process I have ever experienced.
I love how user friendly the software is. I also love how you can get support so quickly when needed.
The ledger is sometimes confusing for our residents.
We use Resman as our Property Management software for our community of 282 apartments. It has been an amazing software to use so far, and myself and the team are very impressed with it.
Integration with other programs gives trouble sometimes.
It has every report you could ever need, the integrations are seamless, and the navigations through screens is super easy.
We could post ads from ResMan to Facebook, Craigslist and others. Some numbers on the Reports don't match which is frustrating.
User friendly and like the fact they are continuously making advancements and adding in new features based on the current changes and for making multifamily like easier.
Accounting side and Operation side work well with each other. Alot of the industry software has either a stronger front end or and amazing accounting.
Overall great experience, but I haven’t used other software for multifamily so I can’t quite say that Resman is the best.
The things I like most about this software is the easy of access. They allow easy signatures of documents as well as a convenient way to organize files that clients have sent to us.
It has been great having a software that streamlines turns, work orders, and also helps you keep your budget inline.
It is a tool, as well as their help section that i strongly encourage everyone to use. A year into using the system, we just about have all our bugs worked out.
The reports are very user friendly and easy to use. Often time they allow me complete a task that i knew would take longer than usual.
Very easy to use and if there are ever any issues the customer service department is always on top of them.
The ease of use, and how it is integrated with other programs that we need to use daily.
Doesn't matter if you are the owner or an investor, this program is for you. Easy to use and keeps track of accounting, reporting and management capabilities.
Rent Manager logo
4.5
303

Choose a Software Solution As Adaptable As You

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.2
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Rent Manager users   
avatar
avatar
avatar
+15
This software is highly recommended and it is very versatile. It's ease of use and flexibility is excellent.
It crashes and customer service is terrible. There is no way to correct accounting mistakes.
The customer/technical support is outstanding. I really cannot say enough good things about the support department.
There's no section that says "Late Charges" and what they are for.
Very customizable, very user friendly, and great customer support. The integrated service manager program has been instrumental in the growth and success of our business.
There are so many variables in Property Management and they are too cut and dry.
If you are a fairly small operation like us, approximately 60 units comprised on single family homes and mobile homes, this is a good product to meet your needs at a great price.
I also don't like that the software is basically a window, inside a window. It makes it difficult to move around or do split screen.
The RM App is great for working in the field. While limited, it does allow most functions needed and love that it syncs fast & quickly with my desktop version.
Good batch reporting and formating capability. Strong accounting features.
Fairly Easy to Use, Excellent Webinars, Customer Support/Service is Always Patient and Helpful.
Overall very good product for the price and very user friendly.
The RM software is very powerful and I appreciate being able to use the formatted reports as well as creating my own.
The tech support is great. I like being able to hover an item and click to go into it.
Rent Manager enabled me to return the property to profitability in the first year of my management. It was a great satisfaction to me.
User friendly, always adding new features that help in my industry.
I love the integration Rent Manager allows. We have our screening, receivables, payables, communication (phone/text) all integrated in Rent Manager.
The software is very user friendly and intuitive making it easy to onboard new employees.
This software is highly recommended and it is very versatile. It's ease of use and flexibility is excellent.
It crashes and customer service is terrible. There is no way to correct accounting mistakes.
The customer/technical support is outstanding. I really cannot say enough good things about the support department.
There's no section that says "Late Charges" and what they are for.
Very customizable, very user friendly, and great customer support. The integrated service manager program has been instrumental in the growth and success of our business.
There are so many variables in Property Management and they are too cut and dry.
If you are a fairly small operation like us, approximately 60 units comprised on single family homes and mobile homes, this is a good product to meet your needs at a great price.
I also don't like that the software is basically a window, inside a window. It makes it difficult to move around or do split screen.
The RM App is great for working in the field. While limited, it does allow most functions needed and love that it syncs fast & quickly with my desktop version.
Good batch reporting and formating capability. Strong accounting features.
Fairly Easy to Use, Excellent Webinars, Customer Support/Service is Always Patient and Helpful.
Overall very good product for the price and very user friendly.
The RM software is very powerful and I appreciate being able to use the formatted reports as well as creating my own.
The tech support is great. I like being able to hover an item and click to go into it.
Rent Manager enabled me to return the property to profitability in the first year of my management. It was a great satisfaction to me.
User friendly, always adding new features that help in my industry.
I love the integration Rent Manager allows. We have our screening, receivables, payables, communication (phone/text) all integrated in Rent Manager.
The software is very user friendly and intuitive making it easy to onboard new employees.
This software is highly recommended and it is very versatile. It's ease of use and flexibility is excellent.
It crashes and customer service is terrible. There is no way to correct accounting mistakes.
The customer/technical support is outstanding. I really cannot say enough good things about the support department.
There's no section that says "Late Charges" and what they are for.
Very customizable, very user friendly, and great customer support. The integrated service manager program has been instrumental in the growth and success of our business.
There are so many variables in Property Management and they are too cut and dry.
If you are a fairly small operation like us, approximately 60 units comprised on single family homes and mobile homes, this is a good product to meet your needs at a great price.
I also don't like that the software is basically a window, inside a window. It makes it difficult to move around or do split screen.
The RM App is great for working in the field. While limited, it does allow most functions needed and love that it syncs fast & quickly with my desktop version.
Good batch reporting and formating capability. Strong accounting features.
Fairly Easy to Use, Excellent Webinars, Customer Support/Service is Always Patient and Helpful.
Overall very good product for the price and very user friendly.
The RM software is very powerful and I appreciate being able to use the formatted reports as well as creating my own.
The tech support is great. I like being able to hover an item and click to go into it.
Rent Manager enabled me to return the property to profitability in the first year of my management. It was a great satisfaction to me.
User friendly, always adding new features that help in my industry.
I love the integration Rent Manager allows. We have our screening, receivables, payables, communication (phone/text) all integrated in Rent Manager.
The software is very user friendly and intuitive making it easy to onboard new employees.
Entrata logo
4.5
281

Property management solution for multifamily communities

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.4
Pros and Cons from Entrata users   
avatar
avatar
+15
There are a lot of features that we didn't have on our old accounting software system. We have a wonderful Accounting rep (Katie Branz) who has been awesome to work with during integration.
I've had multiple problems with entrata saying that two applicants have the same email address (which halts the entire application process) when in fact no one has the same email.
My overall experience has been pleasant and Entrata has been very helpful in providing excellent customer service with it’s data base and user friendliness.
Everytime an update was made, it messed up some other products that were integrated into entrata.
I loved working with Entrata, it was easy and fast and the customer service was amazing.
Unless you have an IT person in the company working on Entrata all the time, all updates can be frustrating.
Overall Entrata is a great software and the best that I have used in my 7 years in property management.
Sometimes it is hard to know which report will give you the information you need.
System is easy to use and very simple. I love how easy it is to do follow up and track communications.
You can access Entrada on the go- ranging from a laptop, to tablet, to even your smart phone. It is a fantastic tool when you are out of the office, and need to complete tasks away from your desk.
My favorite thing about this product is the easy to use interface as well as the ability to send emails/ text messages directly to residents and prospective residents.
We've saved a lot of money internally and team has been very supportive.
From being able to post your available apartments on Craigslist to scanning Invoices and payments. I love not having to have multiple software running at the same time just to do my everyday work.
Great, easy to use and set up for your property.
We used to use Lease Hawk and Relate 24/7 for our EBlasts and phone call recordings. I love that Entrata has everything in one place.
My favorite part are online leasing, the resident portal, and the level of customization and training resources.
Easy integrations, able to schedule contacts, can filter through types of interactions, can almost pull any info through reports.
Entrata makes it easy to pull virtually any data you would need and format it in a way that would be presentable to owners or investors.
There are a lot of features that we didn't have on our old accounting software system. We have a wonderful Accounting rep (Katie Branz) who has been awesome to work with during integration.
I've had multiple problems with entrata saying that two applicants have the same email address (which halts the entire application process) when in fact no one has the same email.
My overall experience has been pleasant and Entrata has been very helpful in providing excellent customer service with it’s data base and user friendliness.
Everytime an update was made, it messed up some other products that were integrated into entrata.
I loved working with Entrata, it was easy and fast and the customer service was amazing.
Unless you have an IT person in the company working on Entrata all the time, all updates can be frustrating.
Overall Entrata is a great software and the best that I have used in my 7 years in property management.
Sometimes it is hard to know which report will give you the information you need.
System is easy to use and very simple. I love how easy it is to do follow up and track communications.
You can access Entrada on the go- ranging from a laptop, to tablet, to even your smart phone. It is a fantastic tool when you are out of the office, and need to complete tasks away from your desk.
My favorite thing about this product is the easy to use interface as well as the ability to send emails/ text messages directly to residents and prospective residents.
We've saved a lot of money internally and team has been very supportive.
From being able to post your available apartments on Craigslist to scanning Invoices and payments. I love not having to have multiple software running at the same time just to do my everyday work.
Great, easy to use and set up for your property.
We used to use Lease Hawk and Relate 24/7 for our EBlasts and phone call recordings. I love that Entrata has everything in one place.
My favorite part are online leasing, the resident portal, and the level of customization and training resources.
Easy integrations, able to schedule contacts, can filter through types of interactions, can almost pull any info through reports.
Entrata makes it easy to pull virtually any data you would need and format it in a way that would be presentable to owners or investors.
There are a lot of features that we didn't have on our old accounting software system. We have a wonderful Accounting rep (Katie Branz) who has been awesome to work with during integration.
I've had multiple problems with entrata saying that two applicants have the same email address (which halts the entire application process) when in fact no one has the same email.
My overall experience has been pleasant and Entrata has been very helpful in providing excellent customer service with it’s data base and user friendliness.
Everytime an update was made, it messed up some other products that were integrated into entrata.
I loved working with Entrata, it was easy and fast and the customer service was amazing.
Unless you have an IT person in the company working on Entrata all the time, all updates can be frustrating.
Overall Entrata is a great software and the best that I have used in my 7 years in property management.
Sometimes it is hard to know which report will give you the information you need.
System is easy to use and very simple. I love how easy it is to do follow up and track communications.
You can access Entrada on the go- ranging from a laptop, to tablet, to even your smart phone. It is a fantastic tool when you are out of the office, and need to complete tasks away from your desk.
My favorite thing about this product is the easy to use interface as well as the ability to send emails/ text messages directly to residents and prospective residents.
We've saved a lot of money internally and team has been very supportive.
From being able to post your available apartments on Craigslist to scanning Invoices and payments. I love not having to have multiple software running at the same time just to do my everyday work.
Great, easy to use and set up for your property.
We used to use Lease Hawk and Relate 24/7 for our EBlasts and phone call recordings. I love that Entrata has everything in one place.
My favorite part are online leasing, the resident portal, and the level of customization and training resources.
Easy integrations, able to schedule contacts, can filter through types of interactions, can almost pull any info through reports.
Entrata makes it easy to pull virtually any data you would need and format it in a way that would be presentable to owners or investors.
Qualia logo
4.7
189

Discover the All-in-One Title Production Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.6
Pros and Cons from Qualia users   
+15
This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.
There has yet to be a single feature of the software I dislike or found confusing.
I love the "Tasks" list that helps me stay focused and take care of issues before they arise.
The Customer Service is horrible. Qualia quit interfacing which my bank correctly.
I have nothing but great things to say about this software. Keep up the amazing work.
Discount on property tax prorations missing, need to do it manually.
I love that it is easy to navigate through Qualia. I like the task lists and the connect feature as well.
Also, real estate and title is so different from one end of the country to the other, it's difficult to cater to everyone when it comes to specific features and options.
The workflow is awesome for anyone currently trying to be paperless or already paperless...the efficient of the software makes it so easy.
They even gladly help with things that aren't software issues and help me correct mistakes I made on my end. So helpful and friendly every single time.
It is very user friendly and documents can be customized to your own companies needs. We have two offices and I like the instant messaging between users.
It's a platform focused on ease of use for both administrators and users. A perfect fit for those who have tried (and struggled) with other programs, due to lack of partner integrations.
Also the integration with our underwriters is amazing.
Easy To use - Consumer based platform for clients to view progress on file (Connect) - I also really like the reporting features, especially for the revenue/payee labels.
The customer service is very friendly and helpful.
It is very user friendly, especially for a first time user like myself.
I love how all files are in one place and easy to navigate.
It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time.
This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.
There has yet to be a single feature of the software I dislike or found confusing.
I love the "Tasks" list that helps me stay focused and take care of issues before they arise.
The Customer Service is horrible. Qualia quit interfacing which my bank correctly.
I have nothing but great things to say about this software. Keep up the amazing work.
Discount on property tax prorations missing, need to do it manually.
I love that it is easy to navigate through Qualia. I like the task lists and the connect feature as well.
Also, real estate and title is so different from one end of the country to the other, it's difficult to cater to everyone when it comes to specific features and options.
The workflow is awesome for anyone currently trying to be paperless or already paperless...the efficient of the software makes it so easy.
They even gladly help with things that aren't software issues and help me correct mistakes I made on my end. So helpful and friendly every single time.
It is very user friendly and documents can be customized to your own companies needs. We have two offices and I like the instant messaging between users.
It's a platform focused on ease of use for both administrators and users. A perfect fit for those who have tried (and struggled) with other programs, due to lack of partner integrations.
Also the integration with our underwriters is amazing.
Easy To use - Consumer based platform for clients to view progress on file (Connect) - I also really like the reporting features, especially for the revenue/payee labels.
The customer service is very friendly and helpful.
It is very user friendly, especially for a first time user like myself.
I love how all files are in one place and easy to navigate.
It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time.
This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.
There has yet to be a single feature of the software I dislike or found confusing.
I love the "Tasks" list that helps me stay focused and take care of issues before they arise.
The Customer Service is horrible. Qualia quit interfacing which my bank correctly.
I have nothing but great things to say about this software. Keep up the amazing work.
Discount on property tax prorations missing, need to do it manually.
I love that it is easy to navigate through Qualia. I like the task lists and the connect feature as well.
Also, real estate and title is so different from one end of the country to the other, it's difficult to cater to everyone when it comes to specific features and options.
The workflow is awesome for anyone currently trying to be paperless or already paperless...the efficient of the software makes it so easy.
They even gladly help with things that aren't software issues and help me correct mistakes I made on my end. So helpful and friendly every single time.
It is very user friendly and documents can be customized to your own companies needs. We have two offices and I like the instant messaging between users.
It's a platform focused on ease of use for both administrators and users. A perfect fit for those who have tried (and struggled) with other programs, due to lack of partner integrations.
Also the integration with our underwriters is amazing.
Easy To use - Consumer based platform for clients to view progress on file (Connect) - I also really like the reporting features, especially for the revenue/payee labels.
The customer service is very friendly and helpful.
It is very user friendly, especially for a first time user like myself.
I love how all files are in one place and easy to navigate.
It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time.
Lone Wolf Back Office logo
4.4
302

Back office & accounting software for real estate agencies

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.2
    Features
    4.2
    Customer support
    4.3
Pros and Cons from Lone Wolf Back Office users   
avatar
avatar
avatar
+15
We love this software, we love the ability to add forms from multiple places, the templates are great the versioning is great upload documents with info and it’ll import data, so nice.
I consider myself a tech savvy person but this software on my MAC is a constant daily struggle, I hate it with passion, I have a contract that I have to abide and its expensive.
Over the last 4 months I have not run into any issues that I could not figure out myself or with help from the outstanding customer service Lone Wolf offers.
There is way too much useless info on some of the reports that is not necessary.
We love the way it populates information and for the most part user friendly. We love that it gives us an option for an Excel or PDF format.
The system looks like it is still stuck in the 1980s. It also is a pain to install on a MacBook.
I like most how the tabs at the top guide you from screen to screen and it is easy to enter the required fields in an organized manner. This also helps when training a new user.
The blocks turn blue when you go to type in them but the overall white really hurts my eyes. I had to turn the brightness down on my computer screen and by doing that, it made it not as clear.
I like how you can store your favorite links for easy access to them. I also like the financial statement options.
The more I used it the more I liked it. I couldn't have done without their customer support and they were all great.
I love that I enter the data as I receive it and when my broker says what do we have closing this month, I can pull it up easily straight out of the software.
This software has thought of pretty much everything that is needed for your accounting transactions etc all in one spot. Accountants love it and the reporting functions.
I like how BrokerWolf integrates with other systems to create a smooth workflow. I appreciate the no-nonsense functionality and data record keeping.
I like the Integration the LoneWolf software allows with other systems and the subsequent time savings it allows for our staff. This, of course, results in a cost savings.
Great way to keep a brokerage's accounting all in one place, and it integrates with Transaction Management.
It is a good tool, but a hassle to login on my MacBook and not visually pleasing. Their support team is great though.
Very detailed and hardly any learning curve when first using. Easy to access reports and data.
With a brokerage of about 100 salespeople I thought this could streamline the transaction process and be worth the cost.
We love this software, we love the ability to add forms from multiple places, the templates are great the versioning is great upload documents with info and it’ll import data, so nice.
I consider myself a tech savvy person but this software on my MAC is a constant daily struggle, I hate it with passion, I have a contract that I have to abide and its expensive.
Over the last 4 months I have not run into any issues that I could not figure out myself or with help from the outstanding customer service Lone Wolf offers.
There is way too much useless info on some of the reports that is not necessary.
We love the way it populates information and for the most part user friendly. We love that it gives us an option for an Excel or PDF format.
The system looks like it is still stuck in the 1980s. It also is a pain to install on a MacBook.
I like most how the tabs at the top guide you from screen to screen and it is easy to enter the required fields in an organized manner. This also helps when training a new user.
The blocks turn blue when you go to type in them but the overall white really hurts my eyes. I had to turn the brightness down on my computer screen and by doing that, it made it not as clear.
I like how you can store your favorite links for easy access to them. I also like the financial statement options.
The more I used it the more I liked it. I couldn't have done without their customer support and they were all great.
I love that I enter the data as I receive it and when my broker says what do we have closing this month, I can pull it up easily straight out of the software.
This software has thought of pretty much everything that is needed for your accounting transactions etc all in one spot. Accountants love it and the reporting functions.
I like how BrokerWolf integrates with other systems to create a smooth workflow. I appreciate the no-nonsense functionality and data record keeping.
I like the Integration the LoneWolf software allows with other systems and the subsequent time savings it allows for our staff. This, of course, results in a cost savings.
Great way to keep a brokerage's accounting all in one place, and it integrates with Transaction Management.
It is a good tool, but a hassle to login on my MacBook and not visually pleasing. Their support team is great though.
Very detailed and hardly any learning curve when first using. Easy to access reports and data.
With a brokerage of about 100 salespeople I thought this could streamline the transaction process and be worth the cost.
We love this software, we love the ability to add forms from multiple places, the templates are great the versioning is great upload documents with info and it’ll import data, so nice.
I consider myself a tech savvy person but this software on my MAC is a constant daily struggle, I hate it with passion, I have a contract that I have to abide and its expensive.
Over the last 4 months I have not run into any issues that I could not figure out myself or with help from the outstanding customer service Lone Wolf offers.
There is way too much useless info on some of the reports that is not necessary.
We love the way it populates information and for the most part user friendly. We love that it gives us an option for an Excel or PDF format.
The system looks like it is still stuck in the 1980s. It also is a pain to install on a MacBook.
I like most how the tabs at the top guide you from screen to screen and it is easy to enter the required fields in an organized manner. This also helps when training a new user.
The blocks turn blue when you go to type in them but the overall white really hurts my eyes. I had to turn the brightness down on my computer screen and by doing that, it made it not as clear.
I like how you can store your favorite links for easy access to them. I also like the financial statement options.
The more I used it the more I liked it. I couldn't have done without their customer support and they were all great.
I love that I enter the data as I receive it and when my broker says what do we have closing this month, I can pull it up easily straight out of the software.
This software has thought of pretty much everything that is needed for your accounting transactions etc all in one spot. Accountants love it and the reporting functions.
I like how BrokerWolf integrates with other systems to create a smooth workflow. I appreciate the no-nonsense functionality and data record keeping.
I like the Integration the LoneWolf software allows with other systems and the subsequent time savings it allows for our staff. This, of course, results in a cost savings.
Great way to keep a brokerage's accounting all in one place, and it integrates with Transaction Management.
It is a good tool, but a hassle to login on my MacBook and not visually pleasing. Their support team is great though.
Very detailed and hardly any learning curve when first using. Easy to access reports and data.
With a brokerage of about 100 salespeople I thought this could streamline the transaction process and be worth the cost.
RynohLive logo
4.8
96

Real estate reconciliation automation platform

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.8
    Customer support
    4.8
Pros and Cons from RynohLive users   
+15
I am very pleased with RynohLive. Customer service has always been helpful and would go above and beyond to help me with any issues I encountered.
In this day and age of electronic banking there is no way that you would catch these errors until your monthly reconciliation. It's needs to be done on daily basis and Rynoh will do that for you.
It's a great program for daily recon, and makes it very easy to stay on top of issues that come up. It's straightforward, comprehensive, and intuitive.
I have problems with the adaptor getting disconnected often.
The employees at Rynoh have also been responsive and helpful with any issues that have arisen or to answer any questions I or an agent might have.
We often have to go into our bank or documents to figure out some of the charges that come across without any/enough information.
I believe RynohLive is a very easy to use product and easy to modify to fit my needs. I love knowing i am three way reconciled every morning.
We have had numerous checks being deposited getting stuck going through the scanner with another check and one of the deposits being missed.
One of the best things about Rynoh is the help from customer service, and how much they do for us whenever there's an issue.
The reconciliation process is made simple by combining our different systems coherently. The reports are also easy to pull and it's great that you can customize alerts for specific amounts/words.
I love the daily three way reconcilliation, that makes sure I am on top of making sure everything balances every morning.
It integrates seamlessly with our production software, so we don't have to do any manual upload. It helps us meet our required policy metrics.
This software is easy to use and highlights potential problems daily. The support staff is quick to respond, pleasant and very helpful.
One of the best things about Rynoh is that it didn't take a lot of time or extra effort to get linked to our accounts.
It has quite a range of features beyond what I use them for. The daily reports are essential and very helpful.
It just has so many features that I wish I had more time to learn about them. Overall, it is a good product at a good price.
In both cases this error would have been a substantial amount of money to "float" until caught or would have included additional penalties and interest if not paid in the time frame.
I cannot explain how many hours have been saved with reconciling daily versus monthly. Its integration with our closing software and banks correct system errors before the fallout.
I am very pleased with RynohLive. Customer service has always been helpful and would go above and beyond to help me with any issues I encountered.
In this day and age of electronic banking there is no way that you would catch these errors until your monthly reconciliation. It's needs to be done on daily basis and Rynoh will do that for you.
It's a great program for daily recon, and makes it very easy to stay on top of issues that come up. It's straightforward, comprehensive, and intuitive.
I have problems with the adaptor getting disconnected often.
The employees at Rynoh have also been responsive and helpful with any issues that have arisen or to answer any questions I or an agent might have.
We often have to go into our bank or documents to figure out some of the charges that come across without any/enough information.
I believe RynohLive is a very easy to use product and easy to modify to fit my needs. I love knowing i am three way reconciled every morning.
We have had numerous checks being deposited getting stuck going through the scanner with another check and one of the deposits being missed.
One of the best things about Rynoh is the help from customer service, and how much they do for us whenever there's an issue.
The reconciliation process is made simple by combining our different systems coherently. The reports are also easy to pull and it's great that you can customize alerts for specific amounts/words.
I love the daily three way reconcilliation, that makes sure I am on top of making sure everything balances every morning.
It integrates seamlessly with our production software, so we don't have to do any manual upload. It helps us meet our required policy metrics.
This software is easy to use and highlights potential problems daily. The support staff is quick to respond, pleasant and very helpful.
One of the best things about Rynoh is that it didn't take a lot of time or extra effort to get linked to our accounts.
It has quite a range of features beyond what I use them for. The daily reports are essential and very helpful.
It just has so many features that I wish I had more time to learn about them. Overall, it is a good product at a good price.
In both cases this error would have been a substantial amount of money to "float" until caught or would have included additional penalties and interest if not paid in the time frame.
I cannot explain how many hours have been saved with reconciling daily versus monthly. Its integration with our closing software and banks correct system errors before the fallout.
I am very pleased with RynohLive. Customer service has always been helpful and would go above and beyond to help me with any issues I encountered.
In this day and age of electronic banking there is no way that you would catch these errors until your monthly reconciliation. It's needs to be done on daily basis and Rynoh will do that for you.
It's a great program for daily recon, and makes it very easy to stay on top of issues that come up. It's straightforward, comprehensive, and intuitive.
I have problems with the adaptor getting disconnected often.
The employees at Rynoh have also been responsive and helpful with any issues that have arisen or to answer any questions I or an agent might have.
We often have to go into our bank or documents to figure out some of the charges that come across without any/enough information.
I believe RynohLive is a very easy to use product and easy to modify to fit my needs. I love knowing i am three way reconciled every morning.
We have had numerous checks being deposited getting stuck going through the scanner with another check and one of the deposits being missed.
One of the best things about Rynoh is the help from customer service, and how much they do for us whenever there's an issue.
The reconciliation process is made simple by combining our different systems coherently. The reports are also easy to pull and it's great that you can customize alerts for specific amounts/words.
I love the daily three way reconcilliation, that makes sure I am on top of making sure everything balances every morning.
It integrates seamlessly with our production software, so we don't have to do any manual upload. It helps us meet our required policy metrics.
This software is easy to use and highlights potential problems daily. The support staff is quick to respond, pleasant and very helpful.
One of the best things about Rynoh is that it didn't take a lot of time or extra effort to get linked to our accounts.
It has quite a range of features beyond what I use them for. The daily reports are essential and very helpful.
It just has so many features that I wish I had more time to learn about them. Overall, it is a good product at a good price.
In both cases this error would have been a substantial amount of money to "float" until caught or would have included additional penalties and interest if not paid in the time frame.
I cannot explain how many hours have been saved with reconciling daily versus monthly. Its integration with our closing software and banks correct system errors before the fallout.
AppFolio Investment Manager logo
4.7
100

Real estate investment management

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.5
    Customer support
    4.9
Pros and Cons from AppFolio Investment Manager users   
+15
I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.
Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.
How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.
We were provided with limited information and had to rely on customer service to get through the early stages.
We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.
And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.
Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.
So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.
Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.
The customer service is excellent, responsive, and quick to help solve issues or answer questions.
It's been great, love the customer support. Always very fast and on top of it.
The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.
We have had great success with our overall investor experience and have fully integrated into our capital raise process.
Will schedule calls if necessary. I am more impressed each time when things are handled and resolved quickly.
I'm a very happy customer and would definitely recommend this solution.
This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.
An amazing software that is transitioning as needed.
I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations.
I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.
Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.
How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.
We were provided with limited information and had to rely on customer service to get through the early stages.
We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.
And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.
Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.
So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.
Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.
The customer service is excellent, responsive, and quick to help solve issues or answer questions.
It's been great, love the customer support. Always very fast and on top of it.
The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.
We have had great success with our overall investor experience and have fully integrated into our capital raise process.
Will schedule calls if necessary. I am more impressed each time when things are handled and resolved quickly.
I'm a very happy customer and would definitely recommend this solution.
This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.
An amazing software that is transitioning as needed.
I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations.
I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.
Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.
How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.
We were provided with limited information and had to rely on customer service to get through the early stages.
We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.
And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.
Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.
So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.
Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.
The customer service is excellent, responsive, and quick to help solve issues or answer questions.
It's been great, love the customer support. Always very fast and on top of it.
The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.
We have had great success with our overall investor experience and have fully integrated into our capital raise process.
Will schedule calls if necessary. I am more impressed each time when things are handled and resolved quickly.
I'm a very happy customer and would definitely recommend this solution.
This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.
An amazing software that is transitioning as needed.
I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations.
TotalBrokerage logo
4.6
114

Web-based real estate platform

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.4
    Features
    4.5
    Customer support
    4.7
Pros and Cons from TotalBrokerage users   
avatar
+15
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.
I cant mass email and know who received my email. No report that includes all recipients of the email.
CRM is amazing, helps you organize your contacts and have great communication with them.
Sometimes my customers have a hard time signing docs on their phones.
I also love the ability to send documents for signing, having one section per client where I can store all of their individual documents, etc. The organization of TotalBrokerage is fantastic.
They don't call me back sometime and they are a little bit lazy.
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.
I'm still learning the software, so I don't have anything that I don't like as of yet.
Very easy to use, a great system that allows you to put ALL your files in one place, sends you reminders, etc. You can add email campaigns and do so much more with this great system.
Total Brokerage makes your daily work life and activities much easier. As busy as we all are that is a great asset and important.
They truly listen to suggestions and are always making it better. I love how it can populate the forms by group based on a series of initial questions.
I love that Total Brokerage is so user friendly. The learning curve is quick.
The documents at rents and security safe , is very nice the forms use the a services for my costumers and I.
I really like the contact management and ease of integration into the documents.
Task management helps keep you up to date with upcoming events and appointments. Very easy to use and if you have a question the immediate response from the program makes life easy.
The thing I like most about TotalBrokerage is their customer support.
The platform itself is excellent and does exactly what it should do as a one stop fully integrated product.
Transactional Software (with reminders when needed). Marketing, such as email subscription options, which help tremendously with customer retention and follow up.
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.
I cant mass email and know who received my email. No report that includes all recipients of the email.
CRM is amazing, helps you organize your contacts and have great communication with them.
Sometimes my customers have a hard time signing docs on their phones.
I also love the ability to send documents for signing, having one section per client where I can store all of their individual documents, etc. The organization of TotalBrokerage is fantastic.
They don't call me back sometime and they are a little bit lazy.
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.
I'm still learning the software, so I don't have anything that I don't like as of yet.
Very easy to use, a great system that allows you to put ALL your files in one place, sends you reminders, etc. You can add email campaigns and do so much more with this great system.
Total Brokerage makes your daily work life and activities much easier. As busy as we all are that is a great asset and important.
They truly listen to suggestions and are always making it better. I love how it can populate the forms by group based on a series of initial questions.
I love that Total Brokerage is so user friendly. The learning curve is quick.
The documents at rents and security safe , is very nice the forms use the a services for my costumers and I.
I really like the contact management and ease of integration into the documents.
Task management helps keep you up to date with upcoming events and appointments. Very easy to use and if you have a question the immediate response from the program makes life easy.
The thing I like most about TotalBrokerage is their customer support.
The platform itself is excellent and does exactly what it should do as a one stop fully integrated product.
Transactional Software (with reminders when needed). Marketing, such as email subscription options, which help tremendously with customer retention and follow up.
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.
I cant mass email and know who received my email. No report that includes all recipients of the email.
CRM is amazing, helps you organize your contacts and have great communication with them.
Sometimes my customers have a hard time signing docs on their phones.
I also love the ability to send documents for signing, having one section per client where I can store all of their individual documents, etc. The organization of TotalBrokerage is fantastic.
They don't call me back sometime and they are a little bit lazy.
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.
I'm still learning the software, so I don't have anything that I don't like as of yet.
Very easy to use, a great system that allows you to put ALL your files in one place, sends you reminders, etc. You can add email campaigns and do so much more with this great system.
Total Brokerage makes your daily work life and activities much easier. As busy as we all are that is a great asset and important.
They truly listen to suggestions and are always making it better. I love how it can populate the forms by group based on a series of initial questions.
I love that Total Brokerage is so user friendly. The learning curve is quick.
The documents at rents and security safe , is very nice the forms use the a services for my costumers and I.
I really like the contact management and ease of integration into the documents.
Task management helps keep you up to date with upcoming events and appointments. Very easy to use and if you have a question the immediate response from the program makes life easy.
The thing I like most about TotalBrokerage is their customer support.
The platform itself is excellent and does exactly what it should do as a one stop fully integrated product.
Transactional Software (with reminders when needed). Marketing, such as email subscription options, which help tremendously with customer retention and follow up.
Endpoint logo
4.7
93

Real estate transaction management platform

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.7
Pros and Cons from Endpoint users   
avatar
+15
An awesome platform that helped streamline the overwhelming hi me buying process. The staff was very professional responsive with online chat features and helpful tools.
Some of the completed steps never went off my "To Do" list, and both me and the support team I spoke with were too hesitant to try to remove them for fear of screwing up the home purchase process.
The level of customer service was fantastic and I’m happy we experienced our first home purchase through Endpoint.
FAQ missing some basic info for novice home sellers. Needed to contact agents for some things.
My clients appreciated the chat feature as well as the ability to deposit their Earnest Money all through the app.
The way the due tasks and completed tasks displayed on top sliding across is terrible. HOW does one know what tasks are completed by the buyer AND the seller.
Overall experience has been fun and supportive of my service to our clients.
The only possible drawback I've encountered is other agents having not heard of Endpoint yet and being reluctant to use it. Once they do though - they are converted.
Our real estate customers love the affordable flat rate for services. So, providing this discount opportunity becomes one of our businesses perks.
The website was extremely user friendly, convenient and the staff was unbelievably responsive whenever we needed help.
I loved the modern website design and clear calls to action for closing tasks. I also liked that I had real people available over email any time I had a question.
Very good overall as everyone was helpful over the phone when I had a lot of questions even though I probably could have figured it out myself if I tried bit harder.
I appreciate that the online tools allow ease of following the escrow process for a client.
I even got some customer service help and they were very helpful.
The software has good interface compare to some other I have used.
System was easy to use, emails were great for notifications.
Easy to use, good integration with Neal reminders, gives you heads up on how long tasks will take.
I really valued the ease of use and docusign integration.
An awesome platform that helped streamline the overwhelming hi me buying process. The staff was very professional responsive with online chat features and helpful tools.
Some of the completed steps never went off my "To Do" list, and both me and the support team I spoke with were too hesitant to try to remove them for fear of screwing up the home purchase process.
The level of customer service was fantastic and I’m happy we experienced our first home purchase through Endpoint.
FAQ missing some basic info for novice home sellers. Needed to contact agents for some things.
My clients appreciated the chat feature as well as the ability to deposit their Earnest Money all through the app.
The way the due tasks and completed tasks displayed on top sliding across is terrible. HOW does one know what tasks are completed by the buyer AND the seller.
Overall experience has been fun and supportive of my service to our clients.
The only possible drawback I've encountered is other agents having not heard of Endpoint yet and being reluctant to use it. Once they do though - they are converted.
Our real estate customers love the affordable flat rate for services. So, providing this discount opportunity becomes one of our businesses perks.
The website was extremely user friendly, convenient and the staff was unbelievably responsive whenever we needed help.
I loved the modern website design and clear calls to action for closing tasks. I also liked that I had real people available over email any time I had a question.
Very good overall as everyone was helpful over the phone when I had a lot of questions even though I probably could have figured it out myself if I tried bit harder.
I appreciate that the online tools allow ease of following the escrow process for a client.
I even got some customer service help and they were very helpful.
The software has good interface compare to some other I have used.
System was easy to use, emails were great for notifications.
Easy to use, good integration with Neal reminders, gives you heads up on how long tasks will take.
I really valued the ease of use and docusign integration.
An awesome platform that helped streamline the overwhelming hi me buying process. The staff was very professional responsive with online chat features and helpful tools.
Some of the completed steps never went off my "To Do" list, and both me and the support team I spoke with were too hesitant to try to remove them for fear of screwing up the home purchase process.
The level of customer service was fantastic and I’m happy we experienced our first home purchase through Endpoint.
FAQ missing some basic info for novice home sellers. Needed to contact agents for some things.
My clients appreciated the chat feature as well as the ability to deposit their Earnest Money all through the app.
The way the due tasks and completed tasks displayed on top sliding across is terrible. HOW does one know what tasks are completed by the buyer AND the seller.
Overall experience has been fun and supportive of my service to our clients.
The only possible drawback I've encountered is other agents having not heard of Endpoint yet and being reluctant to use it. Once they do though - they are converted.
Our real estate customers love the affordable flat rate for services. So, providing this discount opportunity becomes one of our businesses perks.
The website was extremely user friendly, convenient and the staff was unbelievably responsive whenever we needed help.
I loved the modern website design and clear calls to action for closing tasks. I also liked that I had real people available over email any time I had a question.
Very good overall as everyone was helpful over the phone when I had a lot of questions even though I probably could have figured it out myself if I tried bit harder.
I appreciate that the online tools allow ease of following the escrow process for a client.
I even got some customer service help and they were very helpful.
The software has good interface compare to some other I have used.
System was easy to use, emails were great for notifications.
Easy to use, good integration with Neal reminders, gives you heads up on how long tasks will take.
I really valued the ease of use and docusign integration.
Glide logo
4.7
93

Disclosure document management for real estate agencies

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.5
    Customer support
    4.7
Pros and Cons from Glide users   
+11
The seller has the capability to complete their disclosures more quickly and we have the ability to share them more quickly as well. Also the ability to get agents to complete their Avid faster.
When I first started using it there were some missing features, a lot of these have since been added.
I love the clear responses to the questions and the fact that a question can not be answered yes without an explanation. It helps me to know the form is complete.
If I ever have a problem, I can't them and boom, I hear back right away.
It is easy to use and our clients seem to be able to go through it with easy. I know my agents love the AVID experience of being able to complete it on their device while they are at the property.
I don't like when the clients flag a question and then it is hard for them to go back in and change it.
I am always excited to work with the team on new concepts and to learn about the new systems upgrades. It is a wonderful system and I can't wait to see what they come up with next.
Basically, the most difficult part of using Glide is getting the home seller to check their email.
I love that everything is in 1 spot from the disclosures & NHD to the AVID. You can load other CAR forms and integrate with docusign and have all of the signature boxes loaded for you.
Great experience overall. The company is very open to feedback and continually looking to expand and make the service better.
I love the workflows and timeline. They are perfect for what I do.
They provide all good feedback on the ease of use and the helpfulness of getting the disclosures done right the first time.
Since Glide integrates with car.org form it has become a one stop shop, I have recommended to other TC's I have come into contact with, it's great.
I enjoyed building an application with the software with minimal skills.
The seller has the capability to complete their disclosures more quickly and we have the ability to share them more quickly as well. Also the ability to get agents to complete their Avid faster.
When I first started using it there were some missing features, a lot of these have since been added.
I love the clear responses to the questions and the fact that a question can not be answered yes without an explanation. It helps me to know the form is complete.
If I ever have a problem, I can't them and boom, I hear back right away.
It is easy to use and our clients seem to be able to go through it with easy. I know my agents love the AVID experience of being able to complete it on their device while they are at the property.
I don't like when the clients flag a question and then it is hard for them to go back in and change it.
I am always excited to work with the team on new concepts and to learn about the new systems upgrades. It is a wonderful system and I can't wait to see what they come up with next.
Basically, the most difficult part of using Glide is getting the home seller to check their email.
I love that everything is in 1 spot from the disclosures & NHD to the AVID. You can load other CAR forms and integrate with docusign and have all of the signature boxes loaded for you.
Great experience overall. The company is very open to feedback and continually looking to expand and make the service better.
I love the workflows and timeline. They are perfect for what I do.
They provide all good feedback on the ease of use and the helpfulness of getting the disclosures done right the first time.
Since Glide integrates with car.org form it has become a one stop shop, I have recommended to other TC's I have come into contact with, it's great.
I enjoyed building an application with the software with minimal skills.
The seller has the capability to complete their disclosures more quickly and we have the ability to share them more quickly as well. Also the ability to get agents to complete their Avid faster.
When I first started using it there were some missing features, a lot of these have since been added.
I love the clear responses to the questions and the fact that a question can not be answered yes without an explanation. It helps me to know the form is complete.
If I ever have a problem, I can't them and boom, I hear back right away.
It is easy to use and our clients seem to be able to go through it with easy. I know my agents love the AVID experience of being able to complete it on their device while they are at the property.
I don't like when the clients flag a question and then it is hard for them to go back in and change it.
I am always excited to work with the team on new concepts and to learn about the new systems upgrades. It is a wonderful system and I can't wait to see what they come up with next.
Basically, the most difficult part of using Glide is getting the home seller to check their email.
I love that everything is in 1 spot from the disclosures & NHD to the AVID. You can load other CAR forms and integrate with docusign and have all of the signature boxes loaded for you.
Great experience overall. The company is very open to feedback and continually looking to expand and make the service better.
I love the workflows and timeline. They are perfect for what I do.
They provide all good feedback on the ease of use and the helpfulness of getting the disclosures done right the first time.
Since Glide integrates with car.org form it has become a one stop shop, I have recommended to other TC's I have come into contact with, it's great.
I enjoyed building an application with the software with minimal skills.
RealPage IMS logo
4.5
79

Investor management for commercial real estate

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.2
    Features
    4.3
    Customer support
    4.6
Pros and Cons from RealPage IMS users   
+15
IMS was the perfect solution to help manage the growing number of assets and investors.
My biggest frustration is the lack of support by phone.
We also love the ability to have our investors do online signatures, very quick and easy.
Right when we kicked off- we had some troubles immediately with getting the invitation out to investors. That was a little alarming and embarrassing.
Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.
Although the implementation process was time consuming and difficult, I regret not having done so sooner.
Very robust and easy to use. CRM integration is very powerful.
Not sure that there are any areas that I would have developed differently.
Really like the software and customer service is excellent.
One of the best client services I've ever experienced. Reliable, hands-on, and fast responses to questions and suggestions.
For the most part, this product has been smooth sailing for not only us but for our investors. They love the investor portal.
Over the next couple of months we made some modifications that were perfect for our internal needs and for our clients.
I like that the support has a pretty quick turn-around and can usually answer all of my inquiries.
We had been using RealPage OneSite Property Management Software for several years and had been very happy with the implementation process as well as the follow up customer service.
Ease of use, distributes the information we want to investors, customizable, customer service is quick.
IMS has been a great tool for our firm. Two other groups we work with adopted the software as well based on my constant cheerleading for IMS.
Ease of use and functionality of the software.
In terms of implementation the process was fairly easy. We had few years of data that IMS uploaded in matter of hours.
IMS was the perfect solution to help manage the growing number of assets and investors.
My biggest frustration is the lack of support by phone.
We also love the ability to have our investors do online signatures, very quick and easy.
Right when we kicked off- we had some troubles immediately with getting the invitation out to investors. That was a little alarming and embarrassing.
Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.
Although the implementation process was time consuming and difficult, I regret not having done so sooner.
Very robust and easy to use. CRM integration is very powerful.
Not sure that there are any areas that I would have developed differently.
Really like the software and customer service is excellent.
One of the best client services I've ever experienced. Reliable, hands-on, and fast responses to questions and suggestions.
For the most part, this product has been smooth sailing for not only us but for our investors. They love the investor portal.
Over the next couple of months we made some modifications that were perfect for our internal needs and for our clients.
I like that the support has a pretty quick turn-around and can usually answer all of my inquiries.
We had been using RealPage OneSite Property Management Software for several years and had been very happy with the implementation process as well as the follow up customer service.
Ease of use, distributes the information we want to investors, customizable, customer service is quick.
IMS has been a great tool for our firm. Two other groups we work with adopted the software as well based on my constant cheerleading for IMS.
Ease of use and functionality of the software.
In terms of implementation the process was fairly easy. We had few years of data that IMS uploaded in matter of hours.
IMS was the perfect solution to help manage the growing number of assets and investors.
My biggest frustration is the lack of support by phone.
We also love the ability to have our investors do online signatures, very quick and easy.
Right when we kicked off- we had some troubles immediately with getting the invitation out to investors. That was a little alarming and embarrassing.
Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.
Although the implementation process was time consuming and difficult, I regret not having done so sooner.
Very robust and easy to use. CRM integration is very powerful.
Not sure that there are any areas that I would have developed differently.
Really like the software and customer service is excellent.
One of the best client services I've ever experienced. Reliable, hands-on, and fast responses to questions and suggestions.
For the most part, this product has been smooth sailing for not only us but for our investors. They love the investor portal.
Over the next couple of months we made some modifications that were perfect for our internal needs and for our clients.
I like that the support has a pretty quick turn-around and can usually answer all of my inquiries.
We had been using RealPage OneSite Property Management Software for several years and had been very happy with the implementation process as well as the follow up customer service.
Ease of use, distributes the information we want to investors, customizable, customer service is quick.
IMS has been a great tool for our firm. Two other groups we work with adopted the software as well based on my constant cheerleading for IMS.
Ease of use and functionality of the software.
In terms of implementation the process was fairly easy. We had few years of data that IMS uploaded in matter of hours.
TOP PRODUCER logo
3.9
256

All-in-one real estate CRM

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.7
    Ease of use
    3.7
    Features
    3.7
    Customer support
    4.0
Pros and Cons from TOP PRODUCER users   
avatar
avatar
avatar
+15
I have only used it a short time and building my clients but from my experience so far it’s a great system and helpful for my business. Tech support is awesome to work with.
The cost of TP and the lack of updates and integrations have been disappointing over the years.
Top Producer is a great CRM that can link to your listings, automatically email clients, set client anniversary dates & touches, just an overall excellent CRM to help with transactions.
Was talked into it by my mentor and now I sit here, 6 months in, and unable to cancel my subscription.
But once you do it's easy and customer support has been great and always walks me through whatever issue I'm having. I like all the features and reports and how it connects with my gmail account.
Frustrating at first due to no training and everything is online. At my age I need more of a one on one or classroom type setting for learning.
The ease of using it and keeping all of the important tasks in one place, the support team was always very helpful when I needed them.
It can be awkward, and we used to use the flyer-maker feature but I found it to be a little slow and clunky.
Getting to the contacts was great and adding notes. The dashboard was good, workable.
The technology and design also looks like it's from the 80's and brought me no value while I was using it. In fact, my clients hated getting the emails.
This shows their product management is on point. Good product management is the key to having a system which will support their users continued success.
Too many steps for simple tasks. It is too time consuming to use, and discourages follow up with clients, when the CRM software is the burden.
The support is always top notch. If you need help, a real person is available that knows the software and can get you running again in minutes.
When I called in 6 months later to cancel, they said I couldn't cancel because I signed a 12 month contract which I was never told or made aware of.
Overall, we used it for about a year before we switched to our broker's new program, which was free and a lot more user friendly.
The previous version was very complex and difficult to navigate. So far, I haven't seen anything that I don't like.
Like setting up action plans to stay on task. Customer support (chat) is always very helpful and prompt.
It actually used to be a good software years ago but now that they are owned by what I believe is a new company the price has went up and the functions went down in my opinion.
I have only used it a short time and building my clients but from my experience so far it’s a great system and helpful for my business. Tech support is awesome to work with.
The cost of TP and the lack of updates and integrations have been disappointing over the years.
Top Producer is a great CRM that can link to your listings, automatically email clients, set client anniversary dates & touches, just an overall excellent CRM to help with transactions.
Was talked into it by my mentor and now I sit here, 6 months in, and unable to cancel my subscription.
But once you do it's easy and customer support has been great and always walks me through whatever issue I'm having. I like all the features and reports and how it connects with my gmail account.
Frustrating at first due to no training and everything is online. At my age I need more of a one on one or classroom type setting for learning.
The ease of using it and keeping all of the important tasks in one place, the support team was always very helpful when I needed them.
It can be awkward, and we used to use the flyer-maker feature but I found it to be a little slow and clunky.
Getting to the contacts was great and adding notes. The dashboard was good, workable.
The technology and design also looks like it's from the 80's and brought me no value while I was using it. In fact, my clients hated getting the emails.
This shows their product management is on point. Good product management is the key to having a system which will support their users continued success.
Too many steps for simple tasks. It is too time consuming to use, and discourages follow up with clients, when the CRM software is the burden.
The support is always top notch. If you need help, a real person is available that knows the software and can get you running again in minutes.
When I called in 6 months later to cancel, they said I couldn't cancel because I signed a 12 month contract which I was never told or made aware of.
Overall, we used it for about a year before we switched to our broker's new program, which was free and a lot more user friendly.
The previous version was very complex and difficult to navigate. So far, I haven't seen anything that I don't like.
Like setting up action plans to stay on task. Customer support (chat) is always very helpful and prompt.
It actually used to be a good software years ago but now that they are owned by what I believe is a new company the price has went up and the functions went down in my opinion.
I have only used it a short time and building my clients but from my experience so far it’s a great system and helpful for my business. Tech support is awesome to work with.
The cost of TP and the lack of updates and integrations have been disappointing over the years.
Top Producer is a great CRM that can link to your listings, automatically email clients, set client anniversary dates & touches, just an overall excellent CRM to help with transactions.
Was talked into it by my mentor and now I sit here, 6 months in, and unable to cancel my subscription.
But once you do it's easy and customer support has been great and always walks me through whatever issue I'm having. I like all the features and reports and how it connects with my gmail account.
Frustrating at first due to no training and everything is online. At my age I need more of a one on one or classroom type setting for learning.
The ease of using it and keeping all of the important tasks in one place, the support team was always very helpful when I needed them.
It can be awkward, and we used to use the flyer-maker feature but I found it to be a little slow and clunky.
Getting to the contacts was great and adding notes. The dashboard was good, workable.
The technology and design also looks like it's from the 80's and brought me no value while I was using it. In fact, my clients hated getting the emails.
This shows their product management is on point. Good product management is the key to having a system which will support their users continued success.
Too many steps for simple tasks. It is too time consuming to use, and discourages follow up with clients, when the CRM software is the burden.
The support is always top notch. If you need help, a real person is available that knows the software and can get you running again in minutes.
When I called in 6 months later to cancel, they said I couldn't cancel because I signed a 12 month contract which I was never told or made aware of.
Overall, we used it for about a year before we switched to our broker's new program, which was free and a lot more user friendly.
The previous version was very complex and difficult to navigate. So far, I haven't seen anything that I don't like.
Like setting up action plans to stay on task. Customer support (chat) is always very helpful and prompt.
It actually used to be a good software years ago but now that they are owned by what I believe is a new company the price has went up and the functions went down in my opinion.
Netty logo
4.5
78

Cloud-based real estate management solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.3
    Customer support
    4.6
Pros and Cons from Netty users   
No pros & cons found
Folio logo
4.6
73

Folio: Manage Real Estate Transactions from Gmail.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.3
Pros and Cons from Folio users   
+15
I love the ease of editing and adding dates into the shareable timeline. I love the way it compiles all your emails and stores it in a folder in your google drive.
No refunds, no phone line for customer service or tech support, useless.
Timeline templates save time. I really like the ability to market my service providers seamlessly within the transaction.
One of the biggest complaints in real estate is that clients don't hear from their agents. Well, mine do, and its automatically happening with Folio.
Easy to use, my clients love it. It is definitely helpful to have it so that my clients can keep track of what is going on.
It is difficult to search for an email inside the transaction using the search bar in gmail.
I love how I can quickly jump back-and-forth between files, With all important dates and deadlines right in front of me. It’s been a huge game changer for me.
Does not interface well in the ways it is supposed to integrating with email. It does however try to attach itself to non-relevant emails, making it more annoying than useful.
I do well with deadlines and so this really helps me, especially for time-sensitive things like inspections. The integration with Google calendars is the cherry on top.
The Gmail integration is also great where all email correspondence is kept together in smart folders. It makes locating and downloading everything super simple.
This is the best way to get organized if you have different vendors and/or to keep the transaction moving without having to do emails yourself. Best system I have found for the money.
I LOVE that this program helps me and my clients keep track of important upcoming dates.
It also ensure everyone is on the same page in our process which is amazing.
I've enjoyed Folio and I have recieved quite a few reviews from clients expressing their excitement and satisfaction with Folio. Multiple clients have asked if there was an app.
I like this is easy to use, easy for my clients to access, helps keep everyone updated and allows me to create calendar invites for activities and events.
Overall great experience. The customer service is always responsive.
Customer service and any requests I have immediately gets completed. I love this system so much with my company.
I will continue use of the product to make my business successful and more streamlined. My only recommendation would be to offer a discount package or rate for new agents.
I love the ease of editing and adding dates into the shareable timeline. I love the way it compiles all your emails and stores it in a folder in your google drive.
No refunds, no phone line for customer service or tech support, useless.
Timeline templates save time. I really like the ability to market my service providers seamlessly within the transaction.
One of the biggest complaints in real estate is that clients don't hear from their agents. Well, mine do, and its automatically happening with Folio.
Easy to use, my clients love it. It is definitely helpful to have it so that my clients can keep track of what is going on.
It is difficult to search for an email inside the transaction using the search bar in gmail.
I love how I can quickly jump back-and-forth between files, With all important dates and deadlines right in front of me. It’s been a huge game changer for me.
Does not interface well in the ways it is supposed to integrating with email. It does however try to attach itself to non-relevant emails, making it more annoying than useful.
I do well with deadlines and so this really helps me, especially for time-sensitive things like inspections. The integration with Google calendars is the cherry on top.
The Gmail integration is also great where all email correspondence is kept together in smart folders. It makes locating and downloading everything super simple.
This is the best way to get organized if you have different vendors and/or to keep the transaction moving without having to do emails yourself. Best system I have found for the money.
I LOVE that this program helps me and my clients keep track of important upcoming dates.
It also ensure everyone is on the same page in our process which is amazing.
I've enjoyed Folio and I have recieved quite a few reviews from clients expressing their excitement and satisfaction with Folio. Multiple clients have asked if there was an app.
I like this is easy to use, easy for my clients to access, helps keep everyone updated and allows me to create calendar invites for activities and events.
Overall great experience. The customer service is always responsive.
Customer service and any requests I have immediately gets completed. I love this system so much with my company.
I will continue use of the product to make my business successful and more streamlined. My only recommendation would be to offer a discount package or rate for new agents.
I love the ease of editing and adding dates into the shareable timeline. I love the way it compiles all your emails and stores it in a folder in your google drive.
No refunds, no phone line for customer service or tech support, useless.
Timeline templates save time. I really like the ability to market my service providers seamlessly within the transaction.
One of the biggest complaints in real estate is that clients don't hear from their agents. Well, mine do, and its automatically happening with Folio.
Easy to use, my clients love it. It is definitely helpful to have it so that my clients can keep track of what is going on.
It is difficult to search for an email inside the transaction using the search bar in gmail.
I love how I can quickly jump back-and-forth between files, With all important dates and deadlines right in front of me. It’s been a huge game changer for me.
Does not interface well in the ways it is supposed to integrating with email. It does however try to attach itself to non-relevant emails, making it more annoying than useful.
I do well with deadlines and so this really helps me, especially for time-sensitive things like inspections. The integration with Google calendars is the cherry on top.
The Gmail integration is also great where all email correspondence is kept together in smart folders. It makes locating and downloading everything super simple.
This is the best way to get organized if you have different vendors and/or to keep the transaction moving without having to do emails yourself. Best system I have found for the money.
I LOVE that this program helps me and my clients keep track of important upcoming dates.
It also ensure everyone is on the same page in our process which is amazing.
I've enjoyed Folio and I have recieved quite a few reviews from clients expressing their excitement and satisfaction with Folio. Multiple clients have asked if there was an app.
I like this is easy to use, easy for my clients to access, helps keep everyone updated and allows me to create calendar invites for activities and events.
Overall great experience. The customer service is always responsive.
Customer service and any requests I have immediately gets completed. I love this system so much with my company.
I will continue use of the product to make my business successful and more streamlined. My only recommendation would be to offer a discount package or rate for new agents.
Visual Lease logo
4.7
55

The standard for lease accounting software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.7
Pros and Cons from Visual Lease users   
+15
Both of these features were critical to us, and we are very pleased with the performance of the application in these areas. Pre- and post-implementation support was also terrific.
When it comes to putting dates there is sometimes a different way to put them in. Depending on the country your are working with dates can be misleading.
Visual lease helps me to stay on top of the key dates in our leases such as expiration dates, rent increases, etc. It also helps save time with our month end accounting.
As a new user without any training, I found the reporting functionalities confusing and less than intuitive.
The reminder feature is great as it helps ensure our reported information is reviewed and updated timely.
The product does not support lessor accounting.
For the Real Estate prospective the most useful feature is the report field. It is very useful and easy to use because you can review and check all the info (General and Financial) for all the units.
Implementation was tough. Have a lot of abstraction documents that are rolling so trying to figure out how we can send new documents coming in to VLC to abstract and upload.
Customer Service is excellent, prompt and efficient. The value given for the cost is very attractive; Visual Lease is very cost efficient.
Overall a very positive experience, great integration team and customer service so far.
This tool helps to have a better control and management of the leases.
We have only just begun our journey, but I am very impressed with the customer service and knowledge of our implementation manager and our account manager.
We transitioned from using excel to manage our portfolio to Visual Lease and it has made everything significantly easier and massively reduces the risk of human error.
Outstanding Integration, Great Software So Far.
The social media-esque nature of the software is great because many participants can come in here and track what is going on globally in our office portfolio.
From the beginning to the end VL has been most accomidating and eager to help. Customer service is hard to come by these days.
The software is easy to use and the platform looks smart and professional. Reports are easy to manage and the software performs relatively complex calculations easily.
Visual Lease has saved our company so much money, and has made many of our jobs much easier.
Both of these features were critical to us, and we are very pleased with the performance of the application in these areas. Pre- and post-implementation support was also terrific.
When it comes to putting dates there is sometimes a different way to put them in. Depending on the country your are working with dates can be misleading.
Visual lease helps me to stay on top of the key dates in our leases such as expiration dates, rent increases, etc. It also helps save time with our month end accounting.
As a new user without any training, I found the reporting functionalities confusing and less than intuitive.
The reminder feature is great as it helps ensure our reported information is reviewed and updated timely.
The product does not support lessor accounting.
For the Real Estate prospective the most useful feature is the report field. It is very useful and easy to use because you can review and check all the info (General and Financial) for all the units.
Implementation was tough. Have a lot of abstraction documents that are rolling so trying to figure out how we can send new documents coming in to VLC to abstract and upload.
Customer Service is excellent, prompt and efficient. The value given for the cost is very attractive; Visual Lease is very cost efficient.
Overall a very positive experience, great integration team and customer service so far.
This tool helps to have a better control and management of the leases.
We have only just begun our journey, but I am very impressed with the customer service and knowledge of our implementation manager and our account manager.
We transitioned from using excel to manage our portfolio to Visual Lease and it has made everything significantly easier and massively reduces the risk of human error.
Outstanding Integration, Great Software So Far.
The social media-esque nature of the software is great because many participants can come in here and track what is going on globally in our office portfolio.
From the beginning to the end VL has been most accomidating and eager to help. Customer service is hard to come by these days.
The software is easy to use and the platform looks smart and professional. Reports are easy to manage and the software performs relatively complex calculations easily.
Visual Lease has saved our company so much money, and has made many of our jobs much easier.
Both of these features were critical to us, and we are very pleased with the performance of the application in these areas. Pre- and post-implementation support was also terrific.
When it comes to putting dates there is sometimes a different way to put them in. Depending on the country your are working with dates can be misleading.
Visual lease helps me to stay on top of the key dates in our leases such as expiration dates, rent increases, etc. It also helps save time with our month end accounting.
As a new user without any training, I found the reporting functionalities confusing and less than intuitive.
The reminder feature is great as it helps ensure our reported information is reviewed and updated timely.
The product does not support lessor accounting.
For the Real Estate prospective the most useful feature is the report field. It is very useful and easy to use because you can review and check all the info (General and Financial) for all the units.
Implementation was tough. Have a lot of abstraction documents that are rolling so trying to figure out how we can send new documents coming in to VLC to abstract and upload.
Customer Service is excellent, prompt and efficient. The value given for the cost is very attractive; Visual Lease is very cost efficient.
Overall a very positive experience, great integration team and customer service so far.
This tool helps to have a better control and management of the leases.
We have only just begun our journey, but I am very impressed with the customer service and knowledge of our implementation manager and our account manager.
We transitioned from using excel to manage our portfolio to Visual Lease and it has made everything significantly easier and massively reduces the risk of human error.
Outstanding Integration, Great Software So Far.
The social media-esque nature of the software is great because many participants can come in here and track what is going on globally in our office portfolio.
From the beginning to the end VL has been most accomidating and eager to help. Customer service is hard to come by these days.
The software is easy to use and the platform looks smart and professional. Reports are easy to manage and the software performs relatively complex calculations easily.
Visual Lease has saved our company so much money, and has made many of our jobs much easier.