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What is RE Deal Tracker?

RE Deal Tracker is a dedicated commission accounting solution tailored for commercial real estate firms. This software enables brokerage owners, office managers, and accountants to enter details for each lease or sale a single time, leading to automatic commission calculations for sales agents, co-brokers, and the brokerage itself, as well as generating invoices for upcoming payments. Moreover, it allows for the seamless printing and emailing of invoices, monitors incoming payments, and assists users in tracking outstanding balances, making it straightforward to identify overdue accounts. Teams can efficiently oversee the financial obligations owed and received by individual sales agents and co-brokers, create closing sheets, and monitor important renewal dates. An integrated CRM enhances client management capabilities, while the Office and Enterprise plans offer additional features like a pipeline board and Lease Radar, with the Office plan providing synchronization with QuickBooks Online. Designed as a web-based solution, it is offered in Solo, Office, and Enterprise levels, catering to the varied operational needs of brokerages and ensuring a customized experience for users. This adaptability ultimately contributes to improved efficiency and better financial oversight within the brokerage's operations.

What is Altrogi?

Altrogi provides a white-label trading platform and brokerage CRM designed specifically for forex and CFD brokers, multi-brand brokerage entities, and emerging operators who wish to establish a trading venture without developing proprietary technology. The platform encompasses three interrelated applications that work together seamlessly: a branded client portal where users can register, verify their identities, manage wallets, and conduct deposits and withdrawals; a trading interface available on both web and mobile formats, offering live pricing, built-in charting tools, as well as functionalities for market, limit, and stop orders, including stop loss and take profit features; and a robust back-office CRM that consolidates sales, retention, compliance, and finance departments around a unified client record. This CRM is adept at managing lead pools and assignments, performing KYC assessments, facilitating dual approval for all financial transactions while ensuring an exhaustive audit trail, and providing customizable account types, margin limits, and in-depth reporting on client funds, open risks, and transaction approval durations. Furthermore, the platform can enable additional functionalities like copy trading, introducing-broker commissions, customer loyalty initiatives, and investment plans, enhancing operational flexibility. Each brand can function under its own unique domain, safeguarding data integrity and privacy. This comprehensive architecture not only supports a customizable trading environment but also accommodates the diverse requirements of different operators in the financial sector, ensuring they can effectively meet their business objectives.

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Media

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Integrations Supported

QuickBooks Online

Integrations Supported

API Availability

API Availability

Pricing Information

$149/month
Solo is $149/month and includes commission calculations and splits, installment invoices, closing sheets, and renewal tracking. Office is $499/month and adds Lease Radar, a pipeline board, and QuickBooks Online sync. Enterprise pricing is available by quote and adds multi-office support and extended support services. The vendor's pricing page shows annual billing for the $499/month plan.

Pricing Information

$1500
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Dataware Systems

Date Founded

1973

Company Location

United States

Company Website

redealtracker.com

Company Facts

Organization Name

Altrogi

Date Founded

2022

Company Location

United States

Company Website

altrogi.com

Categories and Features

Categories and Features

Financial CRM

Not specified

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