Compare BrokerSumo vs Crowd Valley vs Paperless Pipeline

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BrokerSumo

 25 ratings Real Estate
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84%
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About BrokerSumo

BrokerSumo is a simple back office, commission management and accounting system for real estate professionals. Giving you the ability to manage your agents, create custom commission plans, automatically calculate agent commissions, pay agents and vendors electronically, bill agents for monthly fees, manage your income and expenses and run real estate and accounting reports. All this and it's easy to learn and use and is affordable.

About Crowd Valley

The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate, crowdfunding, peer-to-peer lending, and public stock trading. The public REST API provides an end to end server side application, which supports the technical back office requirements for client side applications of various kinds in the online investing and lending markets. The Crowd Valley API also contains private financial back office functions and other services which are made available on request.

About Paperless Pipeline

This service enables office brokers and officers to assign and track tasks associated to particular transactions. There are checklists, activities, and documents for review, as well as security functions, like file encryption and backups.

Users add documents into the platform by scanning, emailing, or uploading them. Documents are then assigned to a particular agent and reviewed after completion.

Paperless Pipeline is cloud-based software available via all major web-browsers.

Features

  • API
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-User
  • Notifications
  • Scheduling
  • Organization Management

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Features

  • API
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Summary

  • Back office, commission management and accounting software for real estate brokerages and agents

Summary

  • Payments

  • User Workflows

  • KYC/AML and Compliance

  • ID Verification

  • Data Rooms

  • Analytics

Summary

  • Dashboard

  • Unlimited document storage

  • Unlimited users

  • Free training course for Admins

  • E-Signature Capabilities

  • Document Encryption

  • Document Creation & Templates

Pricing

  • Credit card required: N/A
  • Free sandbox access.
    Fixed monthly fee upon launch.

Pricing

Small Office

$75.00
1 user(s) / month
Included in plan:
  • Change plans at any time
  • No long-term contracts. Cancel at any time
  • Zero setup fees
  • Unlimited document storage
  • Unlimited users
  • Free setup of agent roster
  • Free training course for Admins
  • Open Office Hours (OOH!) for Admins
  • Video tutorials and user guides for Agents
  • Human-friendly support with live chat
  • 10 New transactions per month

Medium Office

$125.00
1 user(s) / month
Included in plan:
  • Change plans at any time
  • No long-term contracts. Cancel at any time
  • Zero setup fees
  • Unlimited document storage
  • Unlimited users
  • Free setup of agent roster
  • Free training course for Admins
  • Open Office Hours (OOH!) for Admins
  • Video tutorials and user guides for Agents
  • Human-friendly support with live chat
  • 40 New transactions per month

Large Office

$250.00
1 user(s) / month
Included in plan:
  • Change plans at any time
  • No long-term contracts. Cancel at any time
  • Zero setup fees
  • Unlimited document storage
  • Unlimited users
  • Free setup of agent roster
  • Free training course for Admins
  • Open Office Hours (OOH!) for Admins
  • Video tutorials and user guides for Agents
  • Human-friendly support with live chat
  • 250 New transactions per month

FAQs

    Who are the main user groups of this service?
  • Real estate brokerages and agents

  • What is this service generally used for?
  • Managing agent commissions, paying agents their commissions, reporting.

FAQs

    No FAQs associated with this application.

FAQs

    What is this service generally used for?
  • This service is used as Real Estate Transaction & Commission Management tool.

  • Does this service offer guides, tutorials and or customer support?
  • FAQs, Email Support, Phone Support, User Guides, Tutorials, Video, Troubleshooting Help.

  • Does this service integrate with any other apps?
  • It integrates with DocuSign, iCal, Outlook, and Google Calendar.

  • Does this service offer an API?
  • This service doesn't offer API.

  • What platforms does this service support?
  • This is cloud-based platform.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Paperless Pipeline offers multi-user option.

  • Who are the main user groups of this service?
  • Main users of Paperless Pipeline are office brokers and managers in businesses in companies of all sizes.

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Dexter
Employees:
11-50
Likes:
Followers:

Other

Who uses BrokerSumo
  • Personal
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

Other

Who uses Paperless Pipeline
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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