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What is Placester?

The Placester platform enables real estate professionals such as agents, brokers, and brands to improve their online and mobile visibility with seamless MLS integration, user-friendly natural language search, and eye-catching visuals. In addition, Placester offers a wide array of applications and enhancements aimed at streamlining email marketing efforts, boosting digital advertising initiatives, managing leads efficiently, and making daily operations easier for its users. This all-encompassing strategy is vital for real estate businesses seeking to succeed in an increasingly competitive online marketplace. By leveraging these tools, professionals can focus more on client relationships while enhancing their overall business performance.

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

PayPal
Skrill
Stackreaction
TotalBrokerage
VoiceSpin
Zapier

Integrations Supported

PayPal
Skrill
Stackreaction
TotalBrokerage
VoiceSpin
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$99.00 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Placester

Date Founded

2014

Company Location

United States

Company Website

placester.com

Company Facts

Organization Name

TradeCore

Date Founded

2013

Company Location

United Kingdom

Company Website

www.tradecore.com/brokeriq

Categories and Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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