BrokerSuite


BrokerSuite is a CRM built natively on the Salesforce.com platform and is specifically designed for brokers in the alternative business lending space. This robust system helps you track your leads, pipeline, submissions, offers, commissions, renewals, and much more by providing a real-time 360-degree view of where any deal is at any time, while pushing it forward via workflow automation. Our customers have increased their conversion and are experiencing tremendous growth upon implementation.

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SALES MANAGEMENT

Track and monitor your leads and sales pipeline
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MASS EMAIL

Email hundreds of merchants with custom email templates to revive stale deals
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SUBMISSION CHANNEL

Submit to multiple lenders simultaneously based on deal criteria
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OFFER MANAGEMENT

Track offers and terms in one centralized place
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REPORTS & DASHBOARDS

Report on any data and create custom dashboards

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WORKFLOW AUTOMATION

Set up custom workflows to streamline the process