Brokerage Management

Manage Your Brokerage or Team like a BOSS with RBO!

Customize Transaction Workflow Templates

With RBO setting up custom transaction workflow templates is a breeze!  No matter how complicated or long your transaction workflows are, we guarantee you that RBO can handle it.  Once workflow templates are set your agents will always know what you require and expect from them in every stage of the transaction.  

Transaction workflow templates options & Benefits include:

  • Ability to set task type (Here you can say for example: if task is mandatory or not)
  • Ability to specify who is responsible for completing the task (maybe the agent, any admin, or specific admins)
  • Ability to specify who is responsible for reviewing task (if applicable)
  • Ability to specify if task requires a document (if it does agent must link task to document)
  • Ability to specify task due date (task are triggered based on transaction key dates)
  • Ability to share a task among your different transaction types and agent roles (no need to repeat tasks over and over) 
  • Set it & forget it!

Customize Transaction Workflow Templates

With RBO setting up custom transaction workflow templates is a breeze!  No matter how complicated or long your transaction workflows are, we guarantee you that RBO can handle it.  Once workflow templates are set your agents will always know what you require and expect from them in every stage of the transaction.

Transaction workflow templates options & Benefits include:

  • Ability to set task type (Here you can say for example: if task is mandatory or not)
  • Ability to specify who is responsible for completing the task (maybe the agent, any admin, or specific admins)
  • Ability to specify who is responsible for reviewing task (if applicable)
  • Ability to specify if task requires a document (if it does agent must link task to document)
  • Ability to specify task due date (task are triggered based on transaction key dates)
  • Ability to share a task among your different transaction types and agent roles (no need to repeat tasks over and over) 
  • Set it & forget it!

Create Unlimited Commission Plans

Compensation Plans is another one of those features that as far as we are concerned no one is doing at the moment, at least not with the level of automation that RBO brings to the table!  You see this setting is the one responsible for automatically generating all transaction financials according to an agents commission plan when he or she creates a transaction.

Here you will be able to go through each of your transaction types and say what is going to be the Company portion of the commission for all RBO Company income types, once this is set we take care of calculating ALL transaction financials when transactions are created. In addition you can create as many Commission plans as you need & you can assign a plan to as many agents as you like.

Other Features Include:

  • Ability to set commissions based on transaction type
  • Ability to set commissions for 5 different Company income types
  • Ability to set commissions as a flat fee
  • Ability to set commission as a percentage of gross commission
  • Ability to set commissions as a percentage of total income
  • Ability to set commissions as a percentage of net commission (coming soon)

Compensation Plans is another one of those features that as far as we are concerned no one is doing at the moment, at least not with the level of automation that RBO brings to the table!  You see this setting is the one responsible for automatically generating all transaction financials according to an agents commission plan when he or she creates a transaction.

Here you will be able to go through each of your transaction types and say what is going to be the Company portion of the commission for all RBO Company income types, once this is set we take care of calculating ALL transaction financials when transactions are created. In addition you can create as many Commission plans as you need & you can assign a plan to as many agents as you like.

Other Features Include:

  • Ability to set commissions based on transaction type
  • Ability to set commissions for 5 different Company income types
  • Ability to set commissions as a flat fee
  • Ability to set commission as a percentage of gross commission
  • Ability to set commissions as a percentage of total income
  • Ability to set commissions as a percentage of net commission (coming soon)

Manage Unlimited Offices

Do you manage multiple offices?  If yes then we have good news for you with RBO you can manage UNLIMITED offices within one central platform all without the need of having separate logins. 

Benefits Include:

  • Run reports by office (coming soon!)
  • Search agents by office
  • Search transaction by office
  • Centralized in one place
  • Custom settings for each office
  • & much more…

Manage Unlimited Offices

Do you manage multiple offices?  If yes then we have good news for you with RBO you can manage UNLIMITED offices within one central platform all without the need of having separate logins. 

Benefits Include:

  • Run reports by office (coming soon!)
  • Search agents by office
  • Search transaction by office
  • Centralized in one place
  • Custom settings for each office
  • & much more…

Communicate Effectively

Our Announcements module is located front and center of the agent and admin dashboards.  This module is a great way for agents and staff to communicate with all brokerage members. One example of how one of your agents might use this feature would be to let fellow colleagues know about a new listing that he/she might be listing soon, or maybe to let other agents in the office know about an open house he/she will be hosting over the weekend!  

Admins also love this feature very much as it allows them to easily communicate with agents and inform them about upcoming office meetings, training events, important office announcements, and even to wish their agents a happy holiday!  

Communicate Effectively

Our Announcements module is located front and center of the agent and admin dashboards.  This module is a great way for agents and staff to communicate with all brokerage members. One example of how one of your agents might use this feature would be to let fellow colleagues know about a new listing that he/she might be listing soon, or maybe to let other agents in the office know about an open house he/she will be hosting over the weekend!  

Admins also love this feature very much as well as it allows them to easily communicate with agents and inform them about upcoming office meetings, training events, important office announcements, and even to wish their agents a happy holiday!  

Get a 360° view of your business

Get a 360° view of your business

Keep a pulse on everything happening in your brokerage with easy to read charts, reports, & graphs.

Out of the box reports include:

  • Brokerage sales volume by transaction type
  • Brokerage commissions earned by income type
  • Brokerage closed transactions by transaction type
  • Brokerage commission forecasting
  • Agent ranking by commissions earned
  • Agent ranking by sales volume
  • Agent ranking by units closed
  • & much more…

 

Agent Task Tracking

When you are managing several transactions it is easy for you to go into each transaction to verify which tasks are pending, but when you are managing lots of transactions this way of verifying outstanding transaction tasks is no longer feasible.  That is why we created the agent transaction task tracking module which allows you the admin from one centralized location to see all outstanding tasks that you the admin are either responsible for completing or reviewing for all transactions that you are managing.   Agents also have access to this module but off course we only show agents the outstanding transaction tasks for their own transactions.

Centralized agent tasks tracking benefits & features Include:

  • Ability to see task description and due date
  • Ability to add note to task and send to agent by email
  • Ability to see task logs
  • Ability to check task as complete right from here (no need to go into transaction)
  • Ability to edit task right from here (no need to go into transaction)
  • Ability to filter tasks
  • And much more…

Agent Task Tracking

When you are managing several transactions it is easy for you to go into each transaction to verify which tasks are pending, but when you are managing lots of transactions this way of verifying outstanding transaction tasks is no longer feasible.  That is why we created the agent transaction task tracking module which allows you the admin from one centralized location to see all outstanding tasks that you the admin are either responsible for completing or reviewing for all transactions that you are managing.   Agents also have access to this module but off course we only show agents the outstanding transaction tasks for their own transactions.

Centralized agent tasks tracking benefits & features Include:

  • Ability to see task description and due date
  • Ability to add note to task and send to agent by email
  • Ability to see task logs
  • Ability to check task as complete right from here (no need to go into transaction)
  • Ability to edit task right from here (no need to go into transaction)
  • Ability to filter tasks
  • And much more…

White Label & Customize

We believe that maintaining brand consistency throughout the tools and technology that you & your agents use is very important for the health of your Brokerage.  While some of our competitors offer the ability to customize the look and feel of their app most of them want you to be in their highest paying plan in order to to do so, NOT with RBO our pricing is ALL inclusive.

With RBO you can Fully customize the look & feel of your account with your Company colors & logo. We have predefined skins for ALL National franchises as well as independent brokers.  Get started now, and make RBO all yours!

White Label & Customize

We believe that maintaining brand consistency throughout the tools and technology that you & your agents use is very important for the health of your Brokerage.  While some of our competitors offer the ability to customize the look and feel of their app most of them want you to be in their highest paying plan in order to to do so, NOT with RBO our pricing is ALL inclusive.

With RBO you can Fully customize the look & feel of your account with your Company colors & logo. We have predefined skins for ALL National franchises as well as independent brokers.  Get started now, and make RBO all yours!

Frequently Asked Questions

Didn’t find the answer to your question? Not to worry. You can ask it here

Can RealtyBackOffice transfer my data from another TMS?

YES!  Simply provide us with a CSV file containing all your transactions data and we will be happy to migrate your data absolutely FREE!

Does RealtyBackOffice offer training?

YES! With RealtyBackOffice you don’t have to worry about training your agents & staff since just about every week we host live training events.

Does RealtyBackOffice have a storage limit?

NOPE!  As long as you have an active RBO account you basically have unlimited storage for documents & Transactions.

How does RealtyBackOffice reduce my legal liability as a brokerage?

With RealtyBackOffice you will have complete visibility of everything happening in your agent’s transactions. You will be able to access all your transactions within seconds and will be able to set workflow templates based on transaction type and agent role in the transaction. In addition RBO will notify you the second an agent completes or uploads important documents so that you can review and make sure the task is in compliance.  This will all insure that your agents are ALL following the same protocol which will result in less errors and the ability to detect potential risks before they arise.

Is there an extra cost for the e-signatures account?

Absolutely NOT!  Our E-sign software is integrated and included in the pricing just like every other feature that we offer.

How do I get started with RealtyBackOffice?

The first thing you probably want to do is join us for one of our weekly webinars where we go over all of our features and answer any questions you might have. Once you are ready to signup you can click here to get started.

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