Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

PayPal
Skrill
VoiceSpin

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

Alternatives

Alternatives

eBroker Reviews

eBroker

Narayankrupa Tenstones
BrightOffice Broker CRM Reviews

BrightOffice Broker CRM

BrightOffice Cloud CRM
Vi-Pro Broker MIS Reviews

Vi-Pro Broker MIS

Virtuoso IT Solutions