BrokerIQ

BrokerIQ

TradeCore
+
+

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About

The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones.

About

Rechat allows members to design a variety of beautiful marketing pieces ranging from property websites to email announcements, social stories posts open house sign-in pages, and more. Rechat allows members complete customization. Rechat offers a vast amount of DIY tools for agents, but in addition, it automates a lot of the day-today busywork. Rechat even offers tools for brokerage admins to help agents with their work. Rechat is integrated directly with Instagram, allowing members to effortlessly create, customize, and share their social posts. Rechat allows members to add captions and hashtags and then schedule their posts directly to Instagram. Rechat saves members time and money by allowing them to not only design their emails but also send them to their desired audience. Whether sending your emails to your personal contacts, brokerage contacts, or cooperating brokers via our proprietary AI-powered agent network tool, Rechat combines the email design and the sending process.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses looking for a CRM solution to acquire, convert, retain and monetize their operations

Audience

Agents and brokers looking for a tool to manage their marketing and transaction operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

TradeCore
Founded: 2013
United Kingdom
www.tradecore.com/brokeriq

Company Information

Rechat
Founded: 2016
United States
rechat.com

Alternatives

BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Categories

Categories

Integrations

Docusign
Dropbox
Instagram
Microsoft 365
PayPal
Skrill
VoiceSpin
Zillow
realtor.com

Integrations

Docusign
Dropbox
Instagram
Microsoft 365
PayPal
Skrill
VoiceSpin
Zillow
realtor.com
Claim BrokerIQ and update features and information
Claim BrokerIQ and update features and information
Claim Rechat and update features and information
Claim Rechat and update features and information