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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

For over two decades, FoxTrot has consistently delivered exceptional software designed to simplify the operations and commissions departments. Our goal is to enhance every facet of the commissions department, whether it involves eliminating the need for Excel through one-click statement imports or providing comprehensive daily blotters, payroll computations, and streaming broker statements. We have a deep appreciation for small to mid-sized broker-dealers because we understand their specific needs. Our partnership approach fosters a friendly and collaborative environment. Our innovative and growth-oriented software is designed to scale alongside your business, all while avoiding the necessity of hiring additional staff. By collaborating closely with our clients, we embrace a "Yes!" mindset when it comes to solution-finding. Consequently, we have created a powerful system capable of addressing nearly every commission scenario, all while providing a reliable foundation for daily operations and functions. We remain committed to evolving our software in response to 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

Screenshots View All

Screenshots View All

Integrations

dotloop

Integrations

dotloop

Pricing Details

$7500 one-time payment
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

FoxTrot Software

Founded

1987

Country

United States

Website

www.foxtrotsw.com

Vendor Details

Company Name

Zipi

Founded

2017

Country

United States

Website

zipi.app

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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

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