Dotloop Integration Gets an Update!

We’ve just released a great new feature for Dotloop users. There are plenty of occasions where you update a loop in Dotloop and want to have it updated in BrokerSumo, but don’t want to have to re-sync for all your agents. Well, now you can go into that transaction in BrokerSumo and update that specific loop.

Once you’ve synced a loop to BrokerSumo, if you go into the transaction in BrokerSumo you’ll see a button at the bottom of the transactions page that says Dotloop Update.

Click that and we will pull in the latest info from Dotloop. That’s it. It takes a few seconds and your transaction has been updated with the latest data from Dotloop.

Sign up today to start your free 14-day trial. BrokerSumo was designed for real estate brokerages that need an easier way to manage their office and their financials.

Introducing the BrokerSumo Enterprise Account

We’re excited to announce the release of our BrokerSumo Enterprise account offering a suite of additional features.

The account gives you additional transaction tracking, reporting and automation features including:

  • Additional transaction tracking fields for better visibility into your new listings, accepted contracts, closings, expired listings and withdrawn listings.
  • Hotsheet Report gives you real time access into your entire pipeline of listings, contracts, closes, expired and withdrawns.
  • Commission Cutting Report lets you set a commission expectation for your agents, and measure what they are charging to determine if they are leaving money on the table by cutting their commissions too much.
  • MLS Integration allows you to sync your MLS listings into BrokerSumo to create new transactions.
  • Team Templates allow you to create templates for your teams with their commission splits setup so you only need to add a team to a transaction and their splits will auto-populate on the commission disbursement.
  • Team reporting allows you view reports for a specific team, and to allow agents on those teams to view their team reports in their agent portal.

Sign up today to start your free 14-day trial. BrokerSumo was designed for real estate brokerages that need an easier way to manage their office and their financials.




BrokerSumo is now part of the Inside Real Estate Team

We are excited to announce today a great leap forward in the technology, services and value we bring to you. BrokerSumo has been acquired by Inside Real Estate in a strategic partnership to offer you even more resources and broker tools going forward. Inside Real Estate’s new kvCORE is a powerful platform (like one I’ve never seen before) making it the perfect fit for our Broker Sumo technology. We are thrilled to be part of their team.

What does this mean to you? You’ll enjoy the same great value and product that you have today, but with more resources, integrations and opportunities for you in the coming weeks. You can continue to use Broker Sumo as a standalone product, or combine it with the kvCORE platform for a complete end-to-end broker management system. You can read more about the announcement today in the press release.


Interested in kvCORE? Get a demo

The Importance of Quality Agent Onboarding for a Successful Team

The real estate profession is unique when it comes to joining a new brokerage or firm. Unlike with traditional job onboarding, there is a combination of requirements to be successful as an agent. New agents need a thorough and effective onboarding process. Many new real estate agents drop out of the industry simply because they didn’t receive proper training when they started out.

Here are a few tips for how to improve the onboarding process for new agents. Continue reading

4 Ways Agents Can Track Reporting Analytics

They say knowledge is power and for this reason, real estate agents must have data to back up their decisions. It’s important that agents have the knowledge they need in order to ensure they are making the right decisions for their business. Agents can use reporting analytics to help make better decisions and with BrokerSumo’s back-end support and analytics, agents can see what is affecting the success of their business and better yet, how to improve it.

Let’s take a look at four reasons reporting analytics are imperative for agents. Continue reading

What Happens When Your Agents Close a Deal?

How does a brokerage handle the after-closing process and make it as streamlined as possible? With so many back office tasks that need to be performed after a sale closes, it can take valuable work hours to complete and get brokers paid. BrokerSumo is one way to handle all of the back end processes that must be done when agents close a deal.

BrokerSumo is a true all in one system that picks up where your transaction management leaves off and makes the closing process simpler, more efficient and less stressful. Brokers should be focusing on closing more deals, faster – not handling monotonous back office tasks. Continue reading

5 Technologies Helping Brokerages Crush Client Communication

It seems as though every day there is a new way to communicate, whether it be a new social media platform or a new app that connects people. Brokerages are picking up these new technologies to help them crush client communication and help improve the relationships they have with their clients. It’s important in an industry that is built on relationships, to make sure that brokerages stay connected and in sync with both prospects and clients.

Here are five technologies that help make that happen. Continue reading

Introducing Real Estate Dashboards and Custom Reports

We’re excited to announce the release of an integration with Zoho Reports giving BrokerSumo users deeper analytics, dashboards and the ability to build your own custom reports.

Zoho Reports is a report is a business intelligence and analytics solution that allows you to create insightful reports and dashboards. It assists you to visually analyze your business data, and to make informed decisions.


Continue reading

3 Reasons Reporting Analytics Are Imperative for Brokerages

Real estate is a numbers game and because of this, it is imperative for brokerages to have the data they need to determine where their brokerage is succeeding and in what areas they can improve. BrokerSumo offers back-end support and analytics at a brokerage level, so that firms can see firsthand what is affecting their bottom line.

Here are three reasons reporting analytics are imperative for brokerages. Continue reading

4 Reasons Reporting Analytics Can Help an Agent Grow Their Business

Measuring your performance using real data from your sales can be a game changer for improving your real estate business as an agent. BrokerSumo can offer you an inside look at how you are performing and what your sales pipeline looks like so that you can become a more successful real estate agent. Here are four reasons reporting analytics can help an agent grow their business. Continue reading

« Older posts

© 2018 BrokerSumo

Theme by Anders NorenUp ↑