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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

PayPal Yes 
Skrill Yes 
VoiceSpin Yes 

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 

Product Features

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