Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
RE Deal Tracker is a specialized commission accounting software designed specifically for commercial real estate brokerages. With this software, brokerage owners, office managers, and bookkeepers have the ability to input each lease or sale just once, allowing for the automatic calculation of commission distributions among sales agents, co-brokers, and the brokerage itself, alongside the preparation of invoices for scheduled payments. Additionally, the system facilitates the printing and emailing of invoices, tracks incoming payments, and helps users review outstanding balances, making it easy to spot overdue payments. Teams can effectively monitor the amounts that are owed and paid to individual salespeople and co-brokers, generate closing sheets, and keep an eye on crucial renewal dates. The software also features an integrated CRM to streamline client management; furthermore, the Office and Enterprise plans enhance functionality by adding a pipeline board and Lease Radar, while the Office plan includes synchronization with QuickBooks Online. This web-based solution is available in Solo, Office, and Enterprise tiers to better accommodate the diverse workflows of brokerages, ensuring that users have a tailored experience that meets their specific needs.
Description
With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
Pricing Details
$149/month
Solo is $149/month and includes commission calculations and splits, installment invoices, closing sheets, and renewal tracking. Office is $499/month and adds Lease Radar, a pipeline board, and QuickBooks Online sync. Enterprise pricing is available by quote and adds multi-office support and extended support services. The vendor's pricing page shows annual billing for the $499/month plan.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Dataware Systems
Founded
1973
Country
United States
Website
redealtracker.com
Vendor Details
Company Name
Vertafore
Founded
1985
Country
United States
Website
www.vertafore.com/products/insurance-analytics-tool/riskmatch
Product Features
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
No
Portfolio Management
No
Strategic Planning
No
Product Features
Alternatives
No Alternatives