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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You often find yourself dedicating excessive time to manually compute quotas and commissions using intricate spreadsheets, often long after the deals have been finalized, leading to frustration among sales representatives who are tired of waiting for slow reports and having to verify the outcomes themselves. Imagine the impact on your organization if this tedious manual process was automated, allowing commissions data to be delivered directly to the sales team in less than a day. What transformative effects could this have on your operations? By implementing a straightforward single-sign-on solution that integrates seamlessly with your Salesforce data, you could eliminate many of these challenges. This system would be designed to evolve in tandem with your business's growth, accommodating features like multi-currency capabilities and compliance with ASC 606 accounting standards. Additionally, it would provide ongoing operational support, ensuring a partnership that extends well beyond just the initial setup and onboarding phases. Ultimately, this shift could lead to increased efficiency and satisfaction within your sales team.

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

No details available.

Integrations

No details available.

Pricing Details

Free
Free for up to 5 payees
Growth - $400 up to 20 payees
Scale - $1,500 per month for up to 50 payees
Enterprise - custom quote
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Concert Finance

Founded

2017

Country

United States

Website

concertfinance.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 

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 

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