Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This finance-specific CRM tool empowers you to acquire, convert, retain, and monetize clients effectively. You can efficiently monitor leads and streamline the onboarding process for new clients. With a comprehensive client overview, it facilitates more effective communication. The KYC checks are simplified, ensuring a quick and hassle-free process. Leading eKYC providers are seamlessly integrated, enhancing the platform's capabilities. BrokerIQ features KYC-based client statuses that provide effortless management and an organized overview of client information. You can access fully logged KYC and document checks through dedicated reports that can be exported. It also supports integrations with all major Payment Service Providers (PSPs), allowing you to choose your preferred payment processing method. Every transaction, whether internal or external, is meticulously recorded in BrokerIQ, offering you a holistic view of your operations. You can automate bonuses based on customizable client segment configurations, with options for fixed or percentage-based amounts, subject to limits. BrokerIQ is compatible with leading trading platforms, allowing you to retain the platforms you currently use while also providing the flexibility to expand to new ones. This adaptability ensures that your business can grow and evolve alongside the changing landscape of finance technology.
Description
The Rent Application offers a tailored solution that enhances your agents' efficiency while minimizing risk. You can send applicants through ActiveLink directly using our platform, via text message, or even integrate it into your personal website or MLS listing. Our intelligent routing system ensures that funds are processed automatically and deposited into your account; it also organizes reports and sends notifications to the appropriate agent. Agents have the convenience of sharing applications and reports with their clients seamlessly. Within the platform, applicants can either be approved or receive an adverse action letter, all while the application audit history is logged automatically to lower liability risks and ensure compliance with FCRA regulations. You have the flexibility to customize permissions for employees, agents, and clients to suit your company's specific requirements. Collaborate with our dedicated team to tailor the rental application process to fit your agency's unique workflow. Additionally, we utilize various channels to verify employment history, past residences, income, and confirm their corporate email addresses, thereby enhancing the reliability of the application process. With these features, agencies can operate more efficiently and with greater confidence in their applicant screening practices.
API Access
Has API
Yes
API Access
Has API
No
Integrations
PayPal
No
Skrill
No
VoiceSpin
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TradeCore
Founded
2013
Country
United Kingdom
Website
www.tradecore.com/brokeriq
Vendor Details
Company Name
Rent Application
Country
United States
Website
learn.rentapplication.net/brokerage
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No