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What is iBroker?

iBroker serves as a powerful back office management solution specifically designed for the real estate industry. This innovative platform enables users to manage property listings effectively, simplify agent billing procedures, document financial activities like payments and deposits, generate 1099 forms, and handle various additional tasks. With its user-friendly interface and mobile optimization, iBroker runs on a cloud-based infrastructure that minimizes the need for extensive training while providing rapid processing capabilities, making it the perfect tool for busy professionals in real estate. Consequently, this allows users to prioritize their main business functions, as the platform efficiently manages their administrative responsibilities without any hassle. Furthermore, iBroker's robust features ensure that users can maintain their focus on growth and customer satisfaction.

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

Docusign
PayPal
QuickBooks Online
QuickBooks Online Advanced
Skrill
TradingView
VoiceSpin

Integrations Supported

Docusign
PayPal
QuickBooks Online
QuickBooks Online Advanced
Skrill
TradingView
VoiceSpin

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

GryphTech

Date Founded

1997

Company Location

Canada

Company Website

www.gryphtech.com

Company Facts

Organization Name

TradeCore

Date Founded

2013

Company Location

United Kingdom

Company Website

www.tradecore.com/brokeriq

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

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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