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What is Glide?

Fast, efficient, secure, and optimized for mobile usage, this platform is preferred by numerous agents, brokers, and transaction coordinators across California. Users can generate listing agreements, disclosures, amendments, and additional documents conveniently from their mobile devices. With Glide's clause manager, it’s easy to embed standard values into both individual and brokerage forms. The disclosure process is streamlined thanks to an intuitive TurboTax-like interface, supportive guidance content, and thorough compliance checks. Manage signatures on various transactions through a single, accessible interface. Our service caters to over 60,000 real estate professionals managing more than $100 billion in home sale transactions each year. Agents value Glide for its dedication to streamlining their workflows, which helps them deliver outstanding customer service, uphold compliance, and grow their businesses efficiently. By using our platform, they can boost their productivity and concentrate on what truly matters: serving their clients effectively. Ultimately, this tool empowers real estate professionals to navigate the complexities of the industry with greater ease and confidence.

What is BrokerIQ?

This specialized CRM solution tailored for the finance sector is crafted to enhance your ability to attract, convert, maintain, and profit from clients efficiently. It provides an effortless way to monitor potential leads and simplifies the client onboarding experience. With a detailed overview of each client, you can engage in constructive and actionable conversations. The process of conducting KYC checks is made more efficient through its integration with top eKYC service providers. BrokerIQ presents KYC-driven client statuses that make management simpler and offer a transparent perspective on client data. You can generate comprehensive, fully documented KYC and document checks through customizable reports that can be exported easily. Moreover, BrokerIQ is compatible with all major payment service providers, giving you the flexibility to select your payment processing partner. Every transaction, whether internal or external, is carefully logged in BrokerIQ, granting you a complete insight into your business operations. The platform also allows for the automation of bonuses with adaptable configurations tailored to various client segments, offering the possibility of setting both fixed and percentage limits. Additionally, BrokerIQ integrates effortlessly with leading trading platforms, empowering you to retain your preferred systems while smoothly branching out into new ones. This adaptability guarantees that your CRM solution is capable of evolving and scaling in conjunction with your business requirements. As a result, you can maintain a competitive edge in a rapidly changing financial landscape.

Media

Media

Integrations Supported

Gmail
Google Drive
Microsoft Outlook
Slack
Summit
Zoom

Integrations Supported

PayPal
Skrill
VoiceSpin

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Glide

Date Founded

2017

Company Location

United States

Company Website

www.glide.com

Company Facts

Organization Name

TradeCore

Date Founded

2013

Company Location

United Kingdom

Company Website

www.tradecore.com/brokeriq

Categories and Features

Brokerage Management

Not specified

Digital Signature

Not specified

Forms Automation

Not specified

Real Estate

Not specified

Real Estate Agency

Not specified

Categories and Features

Brokerage Management

Not specified

Financial CRM

Not specified

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