Cymbo Complete Features


Cymbo Complete

Cymbo Complete is the best real estate management software for any real estate professional; whether you are an agent within a company, a  brand new broker just starting your own company or a large franchise that has been around for years.  It will manage everything you can possibly think of, keeping your office running smoothly and helping you build your business. Cymbo Complete also allows you to grant all your agents, affiliate brokers, assistants, accountant, and more personnel access to your Cymbo site. After all, over 20,000 users trust Cymbo for their real estate needs.

$10/first month
Enter Coupon Code: 30day10


Cymbo Complete. Paperless. Efficient. Simple. Online Real Estate Software.

Cymbo Complete Features Minimize
 NEW! FREE SSL Certificate 

Only $50/year. All accounts now come with a FREE 256-bit SSL Certificate to ensure that your data has the maximum encryption available. This SSL Certificate secures your information and offers the latest technology protection against hackers and accidental exposure. Without an SSL certificate, your data could easily be compromised and/or lost. 

 NEW! Custom Domain  

Have your Cymbo account on your own custom domain. If you already own your own domain, easily add Cymbo to your existing site. If you don't already have a domain/website, buy a domain through Cymbo and we'll set up your site on your new domain for FREE! No setup fee. Yearly renewal required to maintain custom domain registration. Click here to get your Custom Domain.

Automated Transaction Coordinator

Never lose anything again and stop paying for an assistant. Simply customize your settings and you can automatically track everything you want or need. Cymbo can automatically notify buyers, sellers, lenders, brokers, agents, title/escrow officers, attorneys and more of their involvement in your transaction. Cymbo sends each of these parties their own username and password along with copies of all documents in a customizable email. Instantly provide everyone with any and all pertinent transaction information from who is involved and how to get a hold of them, to changes in the purchase price and updated dates/deadlines. YOU can customize everything!

Document/Transaction Approval

Anytime someone adds/edits something in a file, your online account reflects what needs your approval. Never duplicate your work by reviewing documents that have already been reviewed. Use your customizable checklists to track documents needed for transaction, listing, and agent files. The system automatically recognizes what checklist applies to what type of file it is. View the uploaded documents online and mark off the various items in the checklist for each file. Upon approval, notifications can be sent to other users for their portion of work to be done. Easily change the status, edit information, and add/edit documents in the file online. Use safeguards to ensure the file is complete before any commissions are paid, etc. 

Listings Management
Manage your seller information, property information, photo/video tours, actual signed documents, and more. Convert your listings to transactions online so you don't need to re-enter information already in the system. Create reminders and allow automatic updates to be sent to you and your seller.

Online Photo Tours for Listings
Cymbo allows you to put unlimited photos in an online photo tour. Choose from several different customizable photo gallery styles for each listing.

Manage Complex Commissions   

Create custom agent commission splits either company wide or by individual agents/teams. Your commission plan(s) can automatically figure all the fees and splits based on your settings, then you can print checks or send wires instantly. Set up safeguards to restrict you from paying agents if the file is missing documents, or if the agent's license has expired or is not turned into your office, etc. Automatically email message the agent, yourself and/or your accountant when any commissions are created or edited. All results are stored online and accessible by the you and your agents forever, and are easily searchable and printable for future reference.

Manage Trust Account   
Never worry about your trust accounts being off again! Manage deposits, releases, transfers, and more online. Synchronize with your accounting software and automatically show audit reports of who did what and when, so if there is an error you'll know who made it. Authorize additional users like your accountant, other brokers, office staff, etc to access your trust account ledgers for viewing, editing, etc; or restrict them to only certain privileges.

Manage Accounting   

Manage your various accounting needs online through Cymbo. Track income, commissions, expenses, trust accounts, operating account, and more. Run detailed reports, statistics, and graphs. Print year end statements, reports, and more. 

Check/Wire Preparation   

When creating commissions or releasing earnest money from your accounts, Cymbo can prepare all of your checks and/or wires automatically. You can customize "data strings" for memo references in whatever accounting software you use so you can search payments by transaction #, Buyer, Seller, Agent, and more.

QuickBooks Integration   

Integrate Cymbo with QuickBooks for ease of use with all your accounting needs. Customize what accounts are used, what information you want referenced in various notes and/or entries, and automatically prepare any checks/transfers as commissions are paid. Track your trust accounts, and automatically audit your trust account 24 hours a day/7 days a week.

Financial Statements   

Create and save templates for custom financial reports from any of the data that is in the Cymbo database. Reports can include data, totals, averages, summaries, graphs, and more. Determine the time frame as well as the data fields you want reference to accurately track all of your income and expenses. 

Manage Agents   

Manage complete agent files online with ease, regardless of how many agents you have. Store and track all their leads, clients, listings, transactions, commissions, commission splits, earnest moneys,  license expiration date, Independent Contractor Agreement, hire date, contact information, bank and credit card accounts, recurring charges, account debits and credits, disciplinary actions, confidential broker/staff notes, and more. Easily add any additional field/information you want to track. Store them securely on our encrypted servers and access them from anywhere online.  

Manage Agent License Expiration   

Track all your agents' license expiration dates automatically so you don't ever have to worry about what agents you can pay and which ones have lapsed licenses. Set up automatic email reminders to go out to each agent and yourself so everyone knows in advance of the upcoming expiration date. Office-wide expiration date reports are also available for brokers. Agents logging in can view their expiration date on the home page along with reminders.  

Manage Additional Offices   

Set you own hierarchy levels and what rights/privileges you grant to additional brokers in sub-offices under you and your main office. Monitor all information and every action by anyone under you, including what they have looked at, edited, approved, and more. Track each additional office independently and/or cumulatively for statistics, graphs, income, expenses, etc.

Manage Company Updates   
Inform all your agents of any changes or updates within your company, the law, or anything else you choose. Automatically email and post updates on the home page, see who has read them, and keep those statistics online for review at any time.

User/Client Tracking   

Track any users affiliated with you, including: escrow and loan officers involved in your transactions, clients with listings/transactions, potential clients, and more. Brokers can track any user, agent, associate broker, accountant, attorney, client, etc. under them as well. See what docs they viewed and when, what they downloaded and when, what they uploaded and when, what they edited and when, and even what pages they look at and when!

Manage Recruiting   
Manage recruiting and grow your company by using Cymbo's Mass Email system to send RICH HTML emails to any list of contacts you have or want to upload. Design custom templates with graphics and personalized greetings to catch prospective agents' attention, then reel them in by demonstrating how your online system helps make your brokerage the best around.

Manage Online Store   

Add, edit, and delete items in your own online store and sell them to the public and/or your agents. Receive emails for orders, automatically figure shipping, taxes, etc. Issue tracking numbers, run reports, print shipping labels, and more. Maintain complete control to charge credit cards with your own vendor, or use your PayPal,, etc.

Manage Company Trainings   

Put all your company training videos, slide shows, and other dynamic content online. Track what agents have completed the trainings and get their feedback with an online survey. Set up online tests so you can track the success of the training. Further insure yourself in a dispute or legal complaint, as well as add uniformity to the education of your agents.  

Manage Online Testing Center   

Create custom online quizzes to test your agents' knowledge and make sure they stay current with their licensing education. Document how your agents score and run reports to see all the stats for a certain class, specific agents, etc.

Manage Favorite Websites/Links   

If you are using multiple computers and have preferred websites you like to access, simply add those links to your Cymbo Favorites and they become instantly accessible from anywhere. 

Manage News Feeds (RSS)   

Create RSS feeds for users to subscribe to, and/or see all the feeds that you subscribe to at a glance with our RSS feed reader.

Manage Company Blog   

Manage your company blog to post RICH HTML entries, listings, personal marketing campaigning, links for showings, photo tours, featured homes, and company information like your own photos and history.

Automated Client Follow Up   

Create and customize what emails are automatically sent out to your clients throughout the listing period, transaction period, or any other time. Follow up with clients to notify them of documents that need to be signed, of upcoming showing requests, showing feedback, upcoming deadlines, and even post listing/transaction marketing. 

Manage Leads   

Manage, track and follow up with all leads that come in via your website, phone calls, etc. You can set follow-up reminders and add notes and paperwork to each lead so they don't slip between the cracks.

Checklist Creation   

Customize your own checklists for listings, clients, transactions, required documents, follow-ups, and more. Attach reminders and email/text messages to each item in any list if you want and check off tasks and documents as they are completed.

Microsoft Office Integration   

Integrate Cymbo seamlessly with your Microsoft Office programs. Automatically sync data with Outlook. Input documents/data from Word, Excel and PowerPoint. Export data to Excel and Outlook instantly.  

Risk Mitigation   

Reduce risk by automating tasks and taking out the possibility of human error. Don't worry about your trust account being off, never worry about paying an agent who has moved to a different company or whose license has expired. Customize your Cymbo site to keep you in line when you otherwise might have overlooked or forgotten something, Cymbo has safeguards in place that you can turn on/off depending on your local laws and preferences. 

Mortgage Broker/Company Login Access

Mortgage Brokers and Companies can log in to Cymbo for free and view all the transactions you have with them! They can download/upload documents, send/receive reminders and updates, chat with you online anytime, and do anything else you authorize them to do within the system. 

Title/Escrow Company Login Access
Title and Escrow Companies/Users can log in to Cymbo for free and view all the transactions you have with them. No more needing separate log in information for each file! They can download/upload documents, send/receive reminders and updates, chat with you online anytime, and do anything else you authorize them to do within the system.

Client Login Access    

Potential, Current, and Past Clients can log in to your Cymbo site to search homes for sale and access all their transactions, listings, photos, documents, etc. You can view logs of when they logged in, what they looked at/downloaded.  Allows you to determine who is wasting your time and who you need to follow up with! Cover yourself legally by proving that they were provided information, that they downloaded documents, that they looked at certain homes, and MORE! 

Attorney Login Access
Attorneys involved in transactions can log in to Cymbo for free and view all the transactions you have with them. Grant them access during or after the transaction/listing period as necessary. They can download/upload documents, send/receive reminders and updates, chat with you online anytime, and do anything else you authorize them to do within the system.

Accountant Access   

Grant your accountant access to do as much or as little as you want. Track everything they do and see detailed reports of what they did and when so you can audit any errors instantly. Allow them to create deposits, commissions, release earnest money, transfer funds, print checks, send wires. Limit their permissions so you have to approve everything before it is finalized, or give them free reign to expedite everything. 

Any Third Party Access  

Grant virtually anyone access! This allows you to work with an unlimited number of people on each transaction: Banks, Third Party Negotiators, Assistants, Short Sale Departments, etc. Just add them into the system and tie them to a transaction to give them automatic email updates and instant secure login access.

Manage Company Statistics   

Track statistics and information like never before! Cymbo can manage any statistic you can possibly think of regarding agents, clients, transactions, listings, commissions, earnest money, trust accounts, web site hits, photo/video tours, and more! Create custom reports and graphs with those statistics to publish, print off, or store for future analysis. Determine date ranges and other variables to narrow your search criteria and maximize the accuracy of your reports.

Custom Reports and Statistics

Create and save templates for custom reports from any of the data that is in the Cymbo database. Reports can include data, totals, averages, summaries, graphs, and more. Print, save as PDF, and email reports online. 

Manage Surveys   

Send out surveys and/or host them on your site. See what is working and what isn't, so you don't waste time pursuing things that aren't going to benefit you. Rate agents' performance with client surveys, rate your company with agent surveys, or rate your system by surveying title companies, escrow companies, lenders, appraisers and more. Find out what time your agents would prefer training classes to be held, and more! 

Customizable Reports   

Customize reports from data stored anywhere on your Cymbo account: statistics on closings and listings, hits on a page, income and expenses, or how many users are currently online. Create and save templates for custom reports from any of the data that is in the Cymbo database. Reports can include data, totals, averages, summaries, graphs, and more. Print, save as PDF's, and email reports online.

Manage Company Forms/Documents   

Manage your company (fill-able) PDF's, documents, and more online. Grant access, email and share them with any agent, company, user or client. Make them public on your website or make them private so they are just for your agent, or personal use.

Upload Fill-able Forms   

Manage all of your personal and company forms/documents online. Upload virtually any type of file you want (.pdf, .doc, .xls, etc). Categorize them, share them with other clients and agents, or keep them private. Company documents can be available for all agents to fill out online, save, download, email, print off, etc. Throw away all the "paper" documents in your office forever and become 100% paperless overnight! Cymbo's data is backed up and mirrored every 24 hours so there are 4 copies at all times, so it is even more secure than your paper file anyway.

Custom Creation of Forms   

Create and save templates for online (fill-able) forms. Automatically email forms/data and save them for future use. Forms can be printed off, emailed, saved, converted to PDF's, and more.

 Cymbo Connect (Instant Messenger)

Cymbo Connect Instant Messenger allows you to instantly view and communicate with any of your clients, agents, lenders, escrow/title officers, and other users any time they are logged into your Cymbo site. Set your status as "Busy" or "Offline" so you can work undisturbed, or disclose your status as "Online" so agents can quickly chat with you online from anywhere. Conversations can be saved for future reference if necessary. Create chat rooms and log and save conversations for future use. 

Manage Broker-Agent Communication   

Communicate with your agents through online messages, emails, and notes within their files. Review transactions and input broker notes that are automatically date/time stamped, saved for future reference in the file, as well as emailed to your agent. Agents can also add notes to the file that are date/time stamped, saved to the file, and can be emailed to their broker and or other parties involved in the transaction. Automatically notify agents of missing documents in transaction/listing/agent files, commissions that are paid, earnest money checks that have been released, and more. Post messages/notes on an agent's home page and track receipt of that communication. 

Manage Company Calendar   

Manage your company calendar on Cymbo. Synchronize with Outlook, Google, and more. All listing expiration dates, transaction closing dates, trainings, company meetings, and more. Brokers can see at a glance when agents' licenses are expiring. All company-wide events automatically show up for agents within each branch office or entire office as determined by you when you create the event. Quickly see your events by day, week, month, or year.

Manage Personal Calendar   

Manage your personal calendar on Cymbo. Synchronize your calendar with Outlook, Google, and more. All listing showings, listing expiration dates, and transaction deadlines are tracked online. Also keep track of your license expiration date and more automatically. Quickly see your events by day, week, month, or year. 

Send Automated Emails   

Set up templates for sending personalized emails to potential clients, current/past clients, and follow up emails. Use those templates to automatically send personalized emails at various stages during listings and transactions. Simply create a template and schedule to whom and when it will be sent - then forget about it! 

Manage Contacts w/Notes, Reminders

Manage all of your personal and company contacts online. Upload various documents/forms into their file. Create date/time stamped notes as well as set reminders of when you need to follow up with them next. Automatically send personalized bulk emails to contact groups, or send individual emails.  Send emails on a recurring schedule you create, or just once. 

Manage/Send Newsletters

Create RICH HTML templates or use/customize one of ours. Mail out personalized newsletters to any group of contacts/clients. Manage all the subscriptions online as well as unsubscribe requests. Save newsletters online for future reference or to resend them as necessary. 

Manage Marketing Campaign

Manage your personal and company marketing campaign by importing contacts from Outlook or any .csv file. Design and/or customize templates and set the schedule/frequency of emails to be sent to any group of people you want. Track subscriptions online and follow all the Anti-Spam Laws automatically. Contacts and clients already in the system are categorized for ease of marketing. 

Customizable Company Website   

Customize your own company website by choosing from our existing templates. Change colors, logos, pictures, and more. Add dynamic content and listing photo tours. Instantly add pages, drop-down menus, forms, flash content, videos, etc.

Customizable Site Branding Interface

You control the look and feel of your Cymbo site interface. Determine your colors, logos, fonts, layout, and everything else - all your agents and users never need to know that they are on a Cymbo operated site. 

Customizable CymboApps

Choose from over 100 different CymboApps for displaying and tracking different tasks, items, and data - then completely customize those apps to fit your wants and needs. Choose your colors, fonts, layout and more. Determine which app(s) are where and what page(s) you want them to appear on. Grant privileges for certain user(s) and/or role(s) to view, edit, delete, and more!

Online File Storage/Backup

Cymbo can backup all of your home/office computer files online. You can store documents, files, and any other file you want. Synchronize your desktop folder to Cymbo Backup and streamline your backup even more. Access your desktop files from any computer in the world! 

CD/USB Backup of Data/Documents
In addition to Cymbo's automatic backup of all your data, you can back-up individual transactions, listings, clients, contacts and data to a CD, DVD or USB. Or you can backup your entire account. Store one copy at the office, one in a fire safe, and another at a safety deposit box without making thousands of paper copies. Or use this feature to give clients their complete file digitally at closing.

Free Online Support
Have questions, concerns or feedback? Search our online database of FAQ's, or contact our support staff via email.

Free Online Cymbo Trainings
Search key words or watch a series of quick online trainings to help get you up to speed with Cymbo. Tutorials are avaiable in both short and full-length videos so you can get as much or as little help as you want. Trainings are updated as new features are added, so anything on our site has a detailed step-by-step tutorial on how to do whatever you are trying to accomplish.

Cymbo Complete
Cymbo Complete
Only $99/Month!
$10/first month*
Enter Coupon Code: 30day10
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Cymbo Agent
Cymbo Agent
Only $19.99/Month!
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 *Introductory rate of $10 is for first month.
Subsequent months are $99 until cancelled.