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.
SALES Pipeline Management
- Customize queues to track deals based on your business process.
- Identify bottlenecks using the easy to read layout.
- Automate the origination process to increase efficiency.
SUBMISSION CHANNEL
- Submit to multiple lenders simultaneously.
- Track the progress of all submissions from one screen.
- View submission notes and details.
Offers and Terms
- Track and compare offers made by multiple lenders.
- View terms and details such as payment frequency and buy rate.
- View any pending stipulations.
Commission Tracking
- Collect payment from lenders.
- Track receivables and payables.
- Pay sales reps and managers.
- Eliminate the need for spreadsheets.
Renewal Forecasting
- Determine which merchants qualify for renewals by seeing which deals are 20%, 40%, or 60% paid in.
- Generate automated tasks to follow up with eligible merchants.
- Reach eligible merchants faster using mass emails with custom templates.
Analytics and KPI’s
- 360⁰ view across all deals and stages.
- Create custom reports and dashboards based on any datapoint.
- Determine actions required to increase conversions.
MASS EMAIL
Email hundreds of merchants with custom email templates to revive stale deals