RealtyZam Review for Real Estate Accounting

Real Estate Agent with Dogwood Real Estate Services

RealtyZam Review for Real Estate Accounting

Currently I am on day 10 of severe vertigo and so am pretty much bedridden. So while I am on an unexpected 'staycation', so to speak, I have decided to actually read all of those emails I get every day and RealtyZamsee if there is anything I am missing. A few days back I opened an email from The NAR newsletter and saw information on RealtyZam, and since I had been looking for a new accounting software I decided to have a look.

The first thing I saw was that it was specifically for real estate, and that is is also a mileage tracker, with access on a mobile app. Ah ha! Everything in one place. I love that. They are offering a free trial with no credit card so I decided to take it for a test drive, with all of my free time.

I was a little disappointed that it did not have a single video for learning how to use it, so I had to just jump in and just wing it. Since my head is a bit wobbly with the vertigo, I was concerned I may not have the where with all to really 'get it'. But to my surprise it was so intuitive that the video's are a mute point.

Currently there is not direct link to your bank or credit cards, (although I am told that is in the works and should be set in the next few weeks) so you have to download CSV or quicken spread sheets and then upload them. I was on Safari and had an issue with the upload, so wrote support, on a Thursday night late, expecting an answer the next day, maybe. To my surprise I got an email back almost immediately. I had to write back with a clarification and shock! I got a call from tech support! Talk about great support! The issue was resolved quickly and I was on my way.

Did I say I have vertigo?? Arghh! Well, at the time I uploaded the spread sheets, I was having to delete each thing I didn't want with two clicks. Talk about head spinning! I wrote support, and suggested a fix, and by the time I had a second spread sheet loaded, they wrote and said great idea, the programmers just added it to the system. Really? I logged out and logged back in and Miracle! Now you can check them all and delete as you like. Talk about service.

Since there is little I can really do right now I worked on getting my whole year of expenses and income in, and it all went very smoothly. I am 90% done with that part, and will start playing with the mileage tracker next. I just downloaded it on my iPhone and it looks very easy to use.

It also has a section for your clients, which will allow you to track exact expenses and mileage to a particular client. Do you know how much each client is costing you? I think we can safely say we would be slightly surprised.

I love the final CPA report, it is very clear for your tax person to see everything at a glance.

I have only been exploring it for a few days but so far I am loving it, and I am almost ready for tax time, which is a miracle in itself!

Now if I can just get rid of the vertigo and get back to work so I can try out the mileage tracker...

Try out RealtyZam for yourself free!

RealtyZam Review for Real Estate Accounting

Comments (7)

Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

This is the 2nd time in 24 hours I've heard of RealtyZam ???

Dec 05, 2015 02:58 AM
Jerri McCombs, Broker/Owner
Dogwood Real Estate Services - Hendersonville, NC
Hendersonville Living

Hi Michael J. Perry! I think it is a sign...


Dec 05, 2015 09:22 AM
Steven Pomeroy
Wilkins and Associates - Stroudsburg, PA
Your Dream is my Passion.

I am using it and I must say Im highly impressed. Slick interface. Just a few minutes each day (if that) and everything is in order come tax season.

I agree with you Jerry, without a video it can be confusing...  but most will catch on and when you do ---  its really easy and efficient.

Jan 16, 2016 12:23 PM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Jerri, hope your vertigo is better, that must be difficult to work.   This program sounds like a great tool for REALTORS. 

Jan 18, 2016 10:33 PM
John Nyiszter
REALTY MARK CENTRAL - Princeton Junction, NJ
Broker Associate, PLMC, CIAS, E-PRO

This program is very simple to use, it doesn't have the complexity of a real accounting program which makes it very user friendly. --I wish there was a brokers version. 

Feb 21, 2017 04:31 PM
steven bjorkman

FYI...we now have bank linking. We've actually had it for a couple years now, but the article was written about 2.5 years ago. Check it out and let us know if anyone has any questions!

Apr 13, 2018 11:39 AM
Jerri McCombs, Broker/Owner
Dogwood Real Estate Services - Hendersonville, NC
Hendersonville Living

yes, this is an old article, and many great updates have been made since this review. It is a great program and I still highly recommen it to any agent. 

Apr 18, 2018 06:45 PM