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Description
Castine Consulting LLC, previously known as Cogent Consulting, has been a prominent global provider of management solutions for over three decades. Its established products are utilized in more than 60 countries, with installations exceeding 4,000 locations. With expertise in the software, we are equipped to provide exceptional support. Castine's product range features top-tier solutions tailored for the investment sector, focusing on compliance, commission management, as well as compensation and performance reporting. The firm's leaders are acknowledged as pioneers in various aspects of commission management, including 28(e), CSA, RPA, and MiFID II, as well as in compliance operations and due diligence processes. Furthermore, Castine's principals have earned recognition as experts in broker reviews and compensation solutions. Collaborations with partners like Integrity Research enhance the depth and variety of our offerings. By leveraging cutting-edge technology, Castine ensures an up-to-date experience for all its clients, solidifying its reputation in the industry. As we continue to evolve, we remain committed to delivering innovative and effective management solutions that meet the changing needs of our clients.
Description
The Evolution of Back-Office and Accounting Solutions. A small advancement for you—A monumental progression for your back office. Achieve more while reducing your resources! Streamline your operations and cut expenses with our unique, comprehensive back-office and accounting platform tailored for innovative real estate brokerages. Enjoy features like automated compensation structures, an overview of disbursements, management of agents, and sophisticated reporting capabilities. Additionally, our system includes a general ledger, a detailed chart of accounts, invoicing, billing, advances, bank feeds, and reconciliation processes. Benefit from electronic funds transfers (EFT), commission distributions, earnest money handling, credit card transactions, and check printing services. BROKERS. Enhance management and accounting efficiency. Minimize administrative burdens and accounting tasks with our automated suite of back-office resources. Our tools for commission tracking, calculation, and disbursement can accommodate even the most intricate commission structures. AGENTS. Boost effectiveness. Equip your agents with essential tools to track and evaluate their success through our features for goal setting and deal monitoring. With these capabilities, agents can focus more on closing deals and driving revenue.
API Access
Has API
API Access
Has API
Integrations
dotloop
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5
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
Castine
Country
United States
Website
castinellc.com
Vendor Details
Company Name
Zipi
Founded
2017
Country
United States
Website
zipi.app
Product Features
Product Features
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review