Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Automated commission tracking to ensure teams are productive and aligned. We believe hard work should be recognized and that there is a better way. All your data sources can be connected under one roof to enable real-time calculations every time. To get the best out of every team, you can build, preview, and launch a commission plan. To ensure everyone is motivated and aligned, share customized reports that are easy to understand. To run accurate, fast calculations, connect your data sources directly to our system. Automatically sync commission data across all teams to generate reliable calculations in real-time. Integrate your data source directly into our Commission system to save time each month in cleaning and collecting data. To provide reliable and accurate commission statements, run monthly commission calculations using the exact same data source each month. You don't need to manually enter data or make updates.

Description

The foundation of an aggregator's operation relies heavily on cultivating strong relationships. One of the key interactions in this dynamic is the commission payment process, which must be seamless, efficient, and devoid of errors. However, managing numerous brokers and lenders with their varying commission structures can pose a significant challenge. The tasks of manipulating and validating data from different lender files, as well as processing and distributing commission payments to multiple parties, often prove to be labor-intensive, costly, and prone to mistakes. Consequently, there is a pressing need for a comprehensive solution that automates these processes, adapts to the evolving requirements of your business, and minimizes the need for extensive labor investments. Importantly, such a solution should be deeply rooted in an understanding of the aggregator business model, encompassing not just the mechanics of payment but also a thorough, current awareness of the constantly shifting compliance landscape. By ensuring these elements are in place, you can enhance operational efficiency and maintain stronger relationships with your brokers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
MySQL Yes 
PostgreSQL Yes 
Salesforce Yes 
Snowflake Yes 

Integrations

Amazon Redshift No 
Microsoft 365 No 
Microsoft Excel No 
MySQL No 
PostgreSQL No 
Salesforce No 
Snowflake No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CaptivateIQ

Founded

2017

Country

United States

Website

www.captivateiq.com

Vendor Details

Company Name

Loanworks Technologies

Founded

1998

Country

Australia

Website

www.loanworks.com.au

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting No 
Salary Planning No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Commission

Affiliate Management Yes 
Agency Commission No 
Commission Calculations Yes 
Commission Scheduling No 
Commission Tracking No 
Compliance Management Yes 
Flat Commissions No 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions Yes 

Alternatives

Commissionly Tracker Reviews

Commissionly Tracker

Commissionly

Alternatives

CommissionCalc Reviews

CommissionCalc

Flaum Technologies
Salesforce Spiff Reviews

Salesforce Spiff

Salesforce