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Description
Efficiently oversee your properties, clients, and essential documents with ease. Automatically discover the best offers tailored to your needs. Enjoy a complimentary website that showcases both you and your listings. This platform streamlines the process of selling, renting, and managing properties, allowing you to conserve both time and resources. You have the option to create various workspaces, similar to organizations, enabling you to categorize your team and assets effectively. The number of distinct users in each workspace is tracked to determine your team's size. Brokerant boasts comprehensive document management capabilities, and while we provide a generous amount of storage for typical teams, we also offer plans for those requiring additional space. BrokerAnt serves as a straightforward solution for small real estate brokers and sales agents who wish to handle property sales or tenant management without unnecessary complexity. With no complicated processes or extensive learning curves, simply log in from any device and get started right away. You'll find that managing your real estate business has never been easier and more accessible.
Description
This finance-specific CRM tool empowers you to acquire, convert, retain, and monetize clients effectively. You can efficiently monitor leads and streamline the onboarding process for new clients. With a comprehensive client overview, it facilitates more effective communication. The KYC checks are simplified, ensuring a quick and hassle-free process. Leading eKYC providers are seamlessly integrated, enhancing the platform's capabilities. BrokerIQ features KYC-based client statuses that provide effortless management and an organized overview of client information. You can access fully logged KYC and document checks through dedicated reports that can be exported. It also supports integrations with all major Payment Service Providers (PSPs), allowing you to choose your preferred payment processing method. Every transaction, whether internal or external, is meticulously recorded in BrokerIQ, offering you a holistic view of your operations. You can automate bonuses based on customizable client segment configurations, with options for fixed or percentage-based amounts, subject to limits. BrokerIQ is compatible with leading trading platforms, allowing you to retain the platforms you currently use while also providing the flexibility to expand to new ones. This adaptability ensures that your business can grow and evolve alongside the changing landscape of finance technology.
API Access
Has API
API Access
Has API
Integrations
PayPal
Skrill
VoiceSpin
Pricing Details
€9 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BrokerAnt
Founded
2012
Country
Estonia
Website
brokerant.com
Vendor Details
Company Name
TradeCore
Founded
2013
Country
United Kingdom
Website
www.tradecore.com/brokeriq
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management