Alternatives to Zipi

PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.

Complete back office solution for the cloud. Mobile friendly. Simplifies and automates the back office, increasing speed and accuracy. Data is moved seamlessly through the process without any need to manually enter anything. Integrates with a variety of CRMs and tools. Customer service is responsive and structured. Additional professional services are available. Transaction Management • Commission Automation Accounting Agent Management • Reporting and analytics BoldTrail is committed to providing the best possible client support. • Knowledgeable and Responsive Customer Services Open API and Integration Marketplace • Structured Implementation • Product Documentation in Detail Professional Services

The Broker Cloud is the industry standard for software for real estate brokerages. It includes a suite real estate's best broker software, including solutions to transactions, back office, accounting and business insights. You will have everything you need to run a profitable and compliant business. Lone Wolf Transactions connects directly to your agent's forms, transactions, and state benefits. You get a complete solution for real estate brokerage transactions, including agent adoption. The leader in real-estate brokerage tech will handle everything, from audit prep, accounting and billing to any commission you can think of. Our software does all the work so you can focus on running your business.

Crexi is trusted by over 100,000 agents/brokers and brokers to find their next tenant or buyer. We are here to help! Our proactive customer service team is here to help you close more deals, from adding listings to using closing tracker. Support is available on weekends and weekdays. Upload listings and optimize them for the best search terms. When communicating with leads, consult best practices. You can reach our qualified buyers and tenants by utilizing additional marketing and better searchability. Get alerts when buyers or tenants take action on your listing. Contact leads, access detailed lead report, analytics, and much more. Our tools help you make decisions faster. You can instantly see the demographics and aggregate metrics such as population and median-income using map overlays and insights tab. The data center allows for quick review of the most recent trends in CRE.

Sisu increases the annual volume of brokerage and team by 107%, and that of agents by 28%. Communication between brokers and agents, data analytics, agent coaching and accountability, motivation, contract management, closing transactions, and data driven decisions are all critical. You can replace your cumbersome coaching and tracking spreadsheets by one system that pulls data directly from your CRM and other systems. You can even make this data more accessible with TV-designed dashboards, intelligent notifications and sales challenges. This will ensure that your entire team is aligned around key performance indicators. We have redefined the term "transaction management software". Sisu project management software for real estate simplifies complex transactions and busy work schedules. It features drag-and-drop task boards, customer-created forms, fields, notifications, and task templates.

TotalBrokerage connects with every front-end website. TotalBrokerage can capture your online leads from any third party portal, lead generation website, Facebook or custom website. We organize and track them in one central location. The Marketing platform allows for you to eblast hundreds, if not thousands of emails per day at your customers and prospects. Staying in touch with your customers has never been easier thanks to drip campaigns and an integrated HTML editor. Transaction management allows users create, edit, and store all necessary forms and documents. All contacts and vendors can be tracked and reported on. The activity log can be used to centralize all pertinent information such as inspections. You can set up the automatic calculation of all your agents commissions in any way that you like. We can calculate any complicated commission calculation, whether it is flat, tiered or fees. We can sync to Quickbooks Online and Quickbooks Desktop natively, so your accountant will be happy. Track expenses down to the vendor or transaction level.

Your real estate brokerage CRM should have the most useful features for you. This will allow you to manage your leads and help you succeed. It is not surprising that only 10% of REALTORS use the CRM provided to them by their company. Many CRM products for real estate brokerage are too simple or too complicated and aren't tailored to the needs and workflows specific to each company. As with all our products, TRIBUS conducts extensive user testing of the Customer Relationship Management tool. To gain insight from executives, staff and agents, our product team meets regularly with them. They ensure that the products we provide are easy to use and can be adopted. Our user experience team meets regularly with clients to ensure that our custom brokerage CRM tools are simple to use by staff and agents.

MoxiBalance automates all your agent reporting, so that January 30 is always a smooth sail. The IRS will be imposing new reporting requirements for 1099s in 2023. It's time to end your compliance headaches for good. No more scrambling to provide agents with a report at the end each month. Agents can access their information at any time, and brokerages are able to collect payments via the portal. Print checks or manage direct deposits all in one workflow. Closing templates and reporting templates can be used to handle fixed or variable costs. They can also be used for routine billing, payouts and unique receipts. MoxiBalance allows consumers to deposit earnest money or escrow funds directly into the system. The money is kept separate from everyday items and can be easily refunded at closing. Many brokerages offer competitive splits, cappings, and fee structures. This is a lot of work for admins. Our templates let you apply unique payouts to your account without having to manually calculate.

NEXONE Office provides a complete brokerage solution. Connecting your agent files and transaction data directly to your back office administration and back office ensures a constant flow of information. Agents can also see the exact requirements for different file types. Built-in auditing and tracking workflows and approval workflows ensure full transparency between back office and agents. Combined with back-office accounting and trade information, financial information will be automatically populated. This eliminates double entry. NEXONE Office simplifies your deal submission workflow. NEXONE Office uses feedback from office administrators to ensure that all deal requirements are met, and provides transparency about information that is lacking. The electronic trade record eliminates double entries by automatically populating relevant information into the back office accounting system.

Back Office GURU®, is everything a Brokerage requires to automate its operations through the specialization and management of their commissions. It is often referred to as the "Brain of the Company", and the Back Office GUIRU® solution reduces redundancies and eliminates errors. The solution also generates reliable, real-time reports. Advanced Report Generator Tools with Design & Build Interfaces You can save templates and create share groups. There are hundreds of parameters, output options and subtotals that you can work with. Instead of static reporting, the Production Reports Tool offers a comprehensive set report generation tools that allow customization and distribution of reports. This makes it easy for organizations and employees to have access to important information.

Profit Power is a back office software for real estate brokers that ties all the important data they need to run their daily operations. We manage listings, sales and closings, as well as commission calculations and check payouts. Profit Power is the central hub that processes closings and pays associates for residential real-estate brokers.

eZmax is a business solution that's specifically designed to improve the productivity and performance real estate agencies. This tool simplifies and harmonizes processes, resulting in immediate cost reductions and efficiency improvements. eZmax is a practical and concrete solution to the needs real estate brokers. It simplifies the management of daily tasks, facilitates access to critical information, and optimizes collaboration. A vital tool to improve performance and maximize potential. Multiple software and applications are required due to the scope of real estate agency activities and the complexity of their needs. The use of multiple tools comes with several disadvantages, such as loss of time, increased errors, difficult monitoring files, resource management problems, poor efficiency, and difficulties in monitoring files.

A solution designed specifically for investment firms. The investment market is currently facing critical challenges due to the slow recovery of the industry from the depths the recession, and the changing regulations for banks and dealers. Leading brokers are trying to differentiate themselves by offering unique products and leveraging technology to improve operational efficiency. They also want to focus on improving customer service. PCS offers ERP Securities - an innovative solution which covers all the business needs of financial institutions, brokerage firms and market events. ERP Securities also provides enterprise resource planning, enabling them to provide qualitative and competitive service to their clients. PCS Brokerage provides a user-friendly interface for performing back-office tasks.

ezBOSPro is a back office software that's intuitive and easy to use. It can handle any size business. You can manage property throughout the entire deal process, from the beginning of the deal pipeline through to closing deals and projected commissions. Integrated automated Checklist processes like deal checklists, commission checklists, etc. Agents, brokers, and attorneys have full visibility into every real estate transaction through email reminders and instant notifications. Each agent can have their own commission plan that includes detailed information about the commissions and how they are broken down for each property listing. Beautifully designed Agent portal for new agents allows them to manage their performance, commission plans and % splitting. It also allows them to group agents under one manager. Easy expense tracking, such as E/O expenses and MLS Fee, Desk Fee, Technology Fee, and many others, can be done. This feature allows you to assign each expense to different parties, simplifying the process.

Rechat lets members create a variety beautiful marketing pieces, from property websites, to email announcements and social stories, to open house sign-in sheets, and more. Rechat allows for complete customization. Rechat provides a wide range of DIY tools to agents, and automates much of their day-to-day work. Rechat offers tools to brokerage admins that can help agents. Rechat is directly integrated with Instagram. This allows members to easily create, customize and share their social media posts. Rechat allows users to add captions, hashtags, and schedule their posts to Instagram directly. Rechat allows members to save time and money because they can not only design emails, but also send them out to their intended audience. Rechat allows you to send emails to personal contacts, brokerage contacts or cooperating brokers using our proprietary AI-powered agent networks tool.

iBroker is a back office management platform that simplifies the process for real estate companies. Using iBroker, users can manage listing inventory, automate agent billing and record payments & deposits. They can also generate 1099s. iBroker, a cloud-based technology with fast processing speeds and minimal training, is easy to use and mobile-friendly.

We offer accounting and business practices systems for real estate companies that automate and systematize the workflow. Our software is intuitive and easy to use. It automates tedious tasks that take up your day. Get advanced insight into every part of your business to grow your business. Software that integrates with all aspects of your front and back-end management systems allows you to tie your entire business together, allowing for unparalleled efficiency. We are innovators in software and we are proud to create amazing technology specifically for the real-estate industry. Our goal is to help you improve your business by providing rich features that are tailored to your business. We have a platform that will unify and simplify your brokerage or property management business.

Broker Brain is an intuitive, powerful, and user-friendly web-based REO software and property asset management system created with real estate agents in mind. Broker Brain gives real estate agents instant access to the latest property information. It works great for REOs, short sales, traditional, property managers, and more. Broker Brain was developed and designed by top brokers in the industry who know what it takes to run an effective brokerage house. All traffic to and fro our servers is encrypted, so you can be sure that your sensitive data is safe with us. Broker Brain uses multiple servers for its data. Your data is regularly backed-up in multiple locations, reducing the risk of losing it. Broker Brain gives you the tools you need to work more efficiently and smarter, saving you both time and money. Access your information securely anywhere.

Task Management Interactive dashboards and visualizations allow you to create, assign and track tasks relating to your transactions. Automated reminders will ensure that nothing slips through the cracks. Collaboration Share transactions, contacts and notes with your team or partners with just a single click. You can control what you share with whom and when, ensuring an efficient workflow. Email Templates Email templates that you can use to send personalized emails in seconds to your clients and business partners. You can also find out more about the Automated Vehicles by clicking here. Keep in touch with clients by sending automated emails for birthdays and home anniversary. You will never miss an opportunity to connect with your clients. Client Management Tracking their preferences and behavior will allow you to manage the entire client journey, from lead generation through to closing. Keep your clients updated with real-time information through a customizable portal.

Over 150 real estate brokerages and teams make the switch to dotloop's software every month. Dotloop currently supports more than 9,000 brokerages across the U.S. and Canada and has a near perfect 98% retention rate. A top-rated mobile app with 4.8/5 stars and over 42,000 reviews.

Easy commission calculation, multiple commission plans and payment via ACH. Real business intelligence - quickly view various financial, production and projection reports. Manage all Brokerage listings, including media, vendor relations, marketing and vendor relations. You can even auto-size your photos. Use checklists to ensure that your transactions are completed on time. Manage title, escrow and mortgages. Give your agents an extensive catalog of marketing services, track project progress and invoicing. Boost the efficiency of your entire team with task management. Complete document management and compliance software will give you peace of mind and confidence. Connect your tools to streamline data flow and reduce duplication of data entry. Say goodbye to one size fits all approaches. Brokerage Engine gives you the ability to create custom checklists and templates for different transaction types.

Software is used by every real estate company, regardless of whether you have one office or multiple locations. Realty Broker Office offers auto commission calculations, multiple progressive split levels, and a host reports to help you keep track of how things are going. All features are included in your software. The most basic features that your brokerage needs are included in your software cost nothing extra. We do not charge extra for any additional functions or features.

BoldTrail is the #1 rated platform for real estate. It's built to power your brokerage with cutting-edge technology that your agents will love and use. Customize websites for your office, your company and each agent to showcase your unique brand. Optimize lead capture by combining a modern consumer search experience with intelligent behavior tracking. Hyper-local area and home valuation pages, as well as options for rich lifestyle information, keep customers searching your brokerage to be the local experts. Lead generation tools that are the most robust on the market will help your brokerage, agents & teams to effectively drive new business. Our IDX squeeze pages and landing pages are easy to use, allowing your agents to generate leads instantly. Increase the number of leads, while lowering costs and improving quality with tools that are built into the platform. Diversify your lead sources by using our automated social media posts, integrated Google and Facebook ads, custom text code and more.

Our core business is focused on providing a wide range solutions for automating financial operations. These solutions include portfolio management, retail banking services, portfolio management and savings, current, and fixed deposit accounts. The solutions offer multiple delivery channels and back office processes, as well as an integrated general ledger. Our solutions also cover critical non-banking functions like micro-finance management, statutory reporting, and other such functions. We offer client-facing solutions for electronic delivery channels, such as ATM & POS Management, reconciliation and settlement, and mobile, agency banking, and Internet banking Systems. Our greatest assets and business base are people and technology. We enjoy working closely with clients to develop solutions.

BrightOffice supports all types of lending businesses, regardless of whether you are a broker or lender. We offer systems for all types of brokers and lenders, as well as retail brokers and consumer lenders. Cloud CRM platforms allow users to add new products (asset financing, short term lending, invoice factoring ), Diversify into new markets. You can manage all your tasks within your Broker-Lender Cloud CRM, from credit checks and fact finding to application capture and invoicing. BrightOffice understands that cash flow is the heart of any business. Our software tracks all money entering and leaving individual lending cases. All your data is stored securely and backed up on our UK servers.

It's fast, easy, safe, and mobile-friendly. It is loved by thousands of California brokers and TCs. You can easily create listing agreements, disclosures, amendments, and more from your mobile device. Glide's clause manger allows you to add default values to individual forms and brokerage forms. With a TurboTax-style interface and targeted help content, making disclosures easier than ever is possible. One interface allows you to manage signatures for multiple transactions. More than 60,000 agents use our platform to manage signatures across multiple transactions. Each year, they handle more than $100B worth of home sales transactions. Glide agents choose Glide because our focus is on simplifying their lives, helping them deliver exceptional customer service, keep compliant, and growing their businesses.

Manage your clients, documents, and properties. Find the best offers automatically. Your free website and your properties. It's the easiest way to rent, sell, and manage your property. Saves you time and money. You can create multiple workspaces to separate your team and objects. The unique users for each workspace/organization are counted to find out how many users are in your team. Brokerant offers a full-featured document management system, but since we pay for the storage, we have to draw a limit. You don't need to worry about the size that we provide. It is enough for most teams. We have plans if you feel you need more space. BrokerAnt provides a simple solution for small real estate brokers and sales agents. For people who want to manage their tenants or sell their property. No learning curve and no drama. Log in using your nearest screen.

Buildesk is a CRM solution that helps real estate agents, consultants, builders and property managers manage their sales pipeline. Buildesk provides a comprehensive suite for real estate CRM and real estate ERP. Keep all your data in one place so that your agents are always connected to their clients and properties, whether they are in the field or the office. Automate your business with our web-based solution. It provides a fully integrated cycle of operations, finance and inventory management. This comprehensive software solution will help your sales and property managers work together to improve productivity and customer service. Streamlined workflows and intelligent automation.

The online-based realty software onOffice enterprise is the result of years of software experience in terms o quality, reliability and innovation. OnOffice has been a vital part of the real-estate industry since 2001. This software was created for real estate agents and aims simplify the work of all real estate professionals. The real estate software and first-class web design offer are both designed to help real estate agents have a stress-free, organized day. The secure, web-based, portal-independent real estate software is trusted by more than 30,000 users. It exceeds the expectations of companies in real estate with its outstanding features, including networked brokerage in cloud, optimization work processes, creation websites, and other marketing tools.

Ereca is an online database for real estate companies that contains their employees, agents and brokers as well as their property information. It allows for payroll calculations across multiple offices, tax codes and deal tracking as well as calculating commissions owed to brokers. Enterprise Real Estate Collaboration Application (ERECA) was created by Retransform in order to combine CRM (Customer Relationship Management or Contact Relationship management) functionality with DTS (Deal Tracking System), giving full visibility. It is designed for large brokers with employees, commission agents and sub brokers. It allows them to manage people, properties and payments in one place. Ereca can manage large-scale property data and calculate complex commission payments with ease. It can generate a variety of financial and auditing reports based on payments and deals, and forecast revenue for the next year.

Less chaos, more consistency in workflows and better results. Lone Wolf Workspace combines the real estate transaction management system, compliance and office intranet to create a streamlined ecosystem. We provide a secure workspace where agents, clients and other vendors can share documents, dates and notes. Closings can be more reliable and smoother. Software that integrates transactions, eSignatures, and compliance can eliminate confusing paper trails and disjointed process. Keep track of critical documents and deadlines with prompts that guide agents through the process. Lone Wolf Workspace is designed to reduce the liability of your brokerage. Our real estate intranet creates an engaged and connected workspace for your business. Promote communication, onboard new employees quickly, and give a 360-degree view of the day-to-day activity at your brokerage with banner ads.

Vi-Pro Broker MIS is a software system for managing brokers. It was developed to help track customers and assist in the purchase of property. The broker management software system can also be helpful to users by providing relevant alerts. Broker MIS software is designed to take into account all aspects of the buying process, including the availability of property data, commissions, etc. The system sends out SMS and email to remind customers of their payments, along with interest alerts. Broker MIS, the rapidly growing brokerage management software in the real estate industry, is used by more brokerages for optimizing their real estate businesses. We have over 14 years of experience in providing brokerage management solutions. Our brokerage software helps real estate businesses achieve the following goals. Broker MIS software allows your business to go further.

ZagTrader is a global market technology platform that has won numerous awards. It allows banks, brokers, and investment management companies to expand and manage their global operations. The platform integrates almost all functions within the organization, including front, data routing, risk management compliance, reporting and reporting.

ShowingTime+ software solutions for brokers are used to create agile and interconnected real-estate enterprises. They help with tasks such displaying and managing offer, gathering local market data for generating reports and assisting in real estate agent recruitment. ShowingTime+ is scalable so offices of any size can benefit from its efficiencies. Reduce your staff's workload, and increase productivity by using a full-featured software platform for showing management that is tailored to administrative staff. Front Desk provides automatic listing feedback as well as detailed reports that track agent, office and listing activity.

Rent Application is a customizable solution that can streamline your agent's workflow and reduce liability. Sending applicants directly with ActiveLink via the platform, text message or posting it on your own website or MLS listing is possible. Our smart routing automatically processes and deposits funds into your account, orders reports and directs and notifies the correct agents. Agents can share reports and applications with clients. Within the platform, applicants can be sent a letter of adverse action or accepted. The audit history of the application is automatically tracked in order to reduce liability and ensure FCRA compliance. Customize permissions for employees, agents, and clients to meet your needs. Our team will work with you to create a rental application flow that matches your agency's needs. We use multiple channels for employment history, previous residences, income verification, and validating their company email.

iProp.Money is a banking technology platform that enables real-estate brokers, owners, and investors to transform the way they view and make real estate deals. The platform allows channel partners and investors to gain visibility into brokerage. Real estate stakeholders are empowered to scale up their businesses for meeting marketing, sales and payments goals. Management of channel partners, freelancers, investors, payment management and legal assistance. IVR management, customer electronic KYC, onboarding, payments, and payment management. Builder management, superbroker management, CRM, legal aid, payment management IVR management training, brokerage management and many other. Modules include training, builder management modules, CRM, payment management training, IVR management loan management and brokerage management.

Servora Accounting integrates with your back-office processes, including Purchasing, Sales Orders and Inventory. This integration allows you to eliminate manual journal entries and keeps your books up-to-date in real-time. This will accelerate your order fulfillment process. All transactions and details for each entry can be viewed instantly, giving you and all your employees the information they need to make better decisions. You can also instantly generate Financial Reports or other analyses, giving you complete control of your financial data. Servora's financial accounting can simplify your accounting and bookkeeping.

REAL/Easy Management Software is a developer of software and a service provider that focuses on back office operations in real estate. BOS was designed to help you run your business smarter. To run a smarter business, customers have asked for more advanced features in the back office and internet-based applications and connections. BOS cannot provide these features but they are necessary to compete. Lantrax, based in New York, was able to provide the support and service that BOS clients needed. They also offered and purchased the cloud-based ProfitPower Back Office and the full set of web-based applications that BOS users had requested. Real/Easy has been working with Lantrax to facilitate the migration of BOS users to Lantrax's cloud-based Profit Power. BOS customers can now access the apps they need to compete and run smarter businesses. Reporting on the web for all levels of management.

PFS-PAXUS, a fund accounting and fund administration software that specializes in alternative and traditional funds, is the preferred product for fund administrators around the world. PFS-PAXUS is a market leader and offers fund administrators a complete back office fund accounting, portfolio valuations, fund pricing solutions, shareholder recording, and administrative solutions in a single, fully integrated platform that meets the needs of the most sophisticated fund managers. PFS-PAXUS integrates all processes normally performed on multiple systems. This includes securities portfolio, allocation system and fee calculation. It also allows for investor communications and a web portal. PFS-PAXUS, the award-winning system for wholesale fund administration, allows for the administration of any type of traditional or alternative open- and closed-ended funds as well as private equity investment vehicles.

A complete suite of tools to help real estate professionals maximize ROI. Access detailed information about activity in your jurisdiction. Find the best areas to work in and access all of the data you need to increase sales. GraphIt Pro allows you to track market trends, identify competitors, and empower your agents. You can spend 45 minutes a week enhancing your team. Managing multiple locations can be difficult. Visualize how your offices compare to each other, and get an overview of the real estate landscape. Analyze hotspots for mortgages, draw influence spheres, and identify best areas to promote new mortgages. Compare the market share of an agent, company or firm with the competition in order to better position yourself. We offer several tools to help you price properties fairly based on market trends and client expectations.

SmartDistributor, a sophisticated solution, provides a suite of tools that allows for efficient and effective monitoring, management, and analysis of all aspects of a distribution company. SmartDistributor increases efficiency and productivity by integrating information-rich applications with powerful business information processing and reporting. Leave IT infrastructure management to the professionals! SmartDistributor was designed with businesses like yours. We draw on our distribution expertise to improve your team's performance, increase profits, and manage your margins. SmartDistributor offers a complete suite of financial modules that allow you to track all aspects your financial performance. SmartDistributor supports multi-company processing, including Consolidated (single entity), Combined (multiple entities) financial reporting, and automatic and real-time General Ledger postings.

ASPEN Business Management System is built using Microsoft.net and web service, the same stable technology platforms that power hundreds upon software products. Not all dealers need to have an accounting and rental component. This allows them to create a business management system at much lower costs. This is a common solution for customers who wish to keep using Quickbooks™. Quickbooks™, which is used by dealers with less than eight employees, is our most popular conversion.

Find out why we are the most cost-effective and simple to use. Other real estate document systems have features you don't need. Simple real estate document storage with excellent real estate-specific features. Don't spend money on features you don't use. Digital is now the time to move to digital. This is also the time to choose the most cost-effective solution for real estate document filing. A complete, real-estate-specific document storage solution costs as low as $30 per month. You don't pay for the number of clients or agents. The only fee is your monthly storage fee. You can upload files as a broker, agent, email, share, or auditor with ease. Your files can be downloaded at any time. To maintain compliance and create a workflow environment for your clients, your licensees, as well as your employees, create a digital environment. No commitment required to take a test drive. The Key Companies has been providing real estate services to thousands of clients in the United States since 1989.

ReliaTerm. ReliaScan. Co-Pilot. Messaging/Reminder system. The Dash "Owners Report" Point of sale. CRM for customers. Inventory control. Product manager. Pricing Manager. Aged inventory report. Purchasing. Bar code labels. Track serial number. To receive products, scan. Scan on the way out. Report required for transfers/moves Commissions. Spiffs. Tracking of ESC. Electronic submissions to ESC. Reports missing from ESC Cash-out Journal. Statements and aging of accounts receivables. Customer deposits report. Delivery dispatch and scheduling. Commission reports. Inventory as of reports A/R. Customer deposit reports. Sales Tax Reports. General Ledger Integration. Financial Statements. Quick Books Integration. Drill down reporting tools. Exportable to excel Searchable using Control-F. Vendor instant regate program tracking.

ReliaTerm: Completely mobile sales application, including payments. ReliaScan is a complete mobile inventory management app with offline capabilities. Co-Pilot. The Dash "Owners Report" Point of sale. CRM for customers. Inventory control. Product manager. Pricing Manager. Aged inventory report. Purchasing. Bar code labels. Track serial number. To receive products, scan. Scan on the way out. Report required for transfers/moves Commissions. Spiffs. Tracking of ESC. Electronic submissions to ESC. Reports missing from ESC Cash-out Journal. Statements and aging of accounts receivables. Customer deposits report. Delivery dispatch and scheduling. Commission reports Inventory is a part of reports. A/R as per reports. Customer deposit reports. Sales Tax Reports. General Ledger Integration. Financial Statements. Quick Books Integration. Drill down reporting tools. Exportable to excel Searchable using Control-F. Vendor instant regate program tracking. ReliaServ. Mobile Application for Techs. It runs on both Android and iOS. Schedule/dispatch by place

Time is money in today's fast-paced real estate industry. Form Simplicity was created for busy real-estate professionals to make transactions more efficiently and reduce risks. First, create time-saving templates. These are groups of commonly used forms that have pre-populated data. Once you have entered data, it will automatically populate in all other fields during the transaction. Next, import data from MLS. Form Simplicity's automation tools make it easier to type and increase productivity. eSign, Form Simplicity’s electronic signature solution, helps you save countless hours by quickly capturing signatures. Your Libray of Forms is the latest version of any form your brokerage, MLS, or association uses. You can rest assured that the forms used by your clients in transactions are up-to-date with Form Simplicity. This protects you and your clients.

U-Rite underwrites deals in 70% less time. Excel allows you to run detailed property cash flows and do advanced CRE calculations. Excel is a trusted tool that allows you to perform powerful calculations, including detailed expense recovery and speculative leasing projections. Teams can communicate with each other, share models, track deal statuses, and collaborate with one platform. Modify any assumption in your model directly. Just click Run in U-Rite Ribbon and your assumptions will automatically be calculated in our cloud. In seconds, Excel will dynamically display the results. Excel is easy to use. You can link U-Rite inputs to any existing model directly and avoid having to use external underwriting platforms. Monitor your team's underwriting process across multiple scenarios and properties. Easily share, review, comment on models using integrated version control.

TCWorkflow has a lot of features and functionality that are specifically designed to help you be more productive and put money back in your pocket. Your transactions are always built around the tasks you need to complete. You can create reusable templates that you can reuse over and over with our task tools. Task templates allow you to do many amazing things. You can pre-assign tasks to yourself and your team members, set task dates to be added to your Google or Outlook calendars, and make tasks contingent upon one another or transaction dates. You can color code your tasks and set them as recurring. Pin them. Make milestones. Even create parent-child relationships. Real estate professionals must communicate well to be successful.

ReconXpert was originally designed to reconcile Federal Reserve accounting information with the financial institution’s general ledger. However, the application has evolved to eliminate manual reconciliations and ensure that the financial institution's management has accurate and timely information in order to make critical business decisions every day. ReconXpert is composed of two modules that work together to create a powerful reconciliation tool with unparalleled soft-coded matching criteria for quick set-up and reconciliation. The Operations Module is a Web-based tool that allows organizations to perform multiple reconciliations using the business rules defined by the Administration Module. The results are displayed, and users can review them, create manual matches and journal entries, track open items, and investigate them.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.