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

Rent Application can provide a customized solution to streamline your agents’ workflow and reduce liability. Send applicants with ActiveLink directly via the platform or text message, or post it to your own site or MLS listing. Our smart routing automatically processes funds and deposits them into your account; orders reports and directs them to and notifies the correct agent. Agents can easily share applications and reports with clients. Applicants can be accepted or sent an adverse action letter within the platform. The application audit history is automatically tracked to reduce liability and support FCRA compliance. Customize employee, agent, and client permissions to match your company’s needs. Work with our dedicated team to match your agency’s rental application flow. We use multiple channels to confirm employment history and previous residences, verify income, and validate their company email address.

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

Real estate companies requiring a tool to manage their applicants and improve their workflow

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

Rent Application
United States
learn.rentapplication.net/brokerage

Alternatives

BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM

Alternatives

Showing Pro

Showing Pro

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FXCRM

FXCRM

IT CORNER LTD
MoxiBalance

MoxiBalance

Moxiworks

Categories

Categories

Integrations

PayPal
Skrill
VoiceSpin

Integrations

PayPal
Skrill
VoiceSpin
Claim BrokerIQ and update features and information
Claim BrokerIQ and update features and information
Claim Rent Application and update features and information
Claim Rent Application and update features and information