BrokerIQTradeCore
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationTradeCore
Founded: 2013
United Kingdom
www.tradecore.com/brokeriq
|
Company InformationRechat
Founded: 2016
United States
rechat.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
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
|
|||||
|
|
|