RE Deal TrackerDataware Systems
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RiskMatchVertafore
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Related Products
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About
RE Deal Tracker is commission accounting software for commercial real estate brokerages. Brokerage owners, office managers, and bookkeepers can enter each lease or sale once, calculate commission splits among salespeople, co-brokers, and the brokerage, and prepare invoices for scheduled installments. The system supports printing or emailing invoices, recording incoming payments, reviewing outstanding balances, and identifying past-due installments. Teams can track amounts owed and paid to each salesperson and co-broker, print closing sheets, and monitor renewal dates. It also includes a built-in CRM; Office and Enterprise plans add a pipeline board and Lease Radar, while Office adds QuickBooks Online synchronization. The browser-based product is offered in Solo, Office, and Enterprise plans for brokerage workflows.
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About
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Commercial real estate brokerages (owners, office managers and bookkeepers)
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Audience
Agents and brokers looking for an insurance analytics solution to improve their services
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$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 Version
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Free Trial
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationDataware Systems
Founded: 1973
United States
redealtracker.com
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Company InformationVertafore
Founded: 1985
United States
www.vertafore.com/products/insurance-analytics-tool/riskmatch
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Integrations
QuickBooks Online
Not Supported
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