Alternatives to BrokerIQ
Compare BrokerIQ alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BrokerIQ in 2026. Compare features, ratings, user reviews, pricing, and more from BrokerIQ competitors and alternatives in order to make an informed decision for your business.
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1
Centrex Software
Centrex Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. -
2
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
3
Crexi
Crexi
Over 100,000 brokers/agents and agents depend on Crexi to find their next buyer or tenant. We are here for you! From adding listings to using the closing tracker, our proactive customer service team is committed to helping you close deals faster. One-hour weekday response times, with additional weekend support. Upload listings and optimize for best search terms. Consult on best practices when communicating with leads. Reach our database of qualified buyers and tenants through additional marketing efforts and higher searchability. Receive alerts when buyers and tenants take action on your listing, contact leads, access detailed lead reports, analytics, and more. Our tools help you make decisions faster. Instantly see the demographics and aggregate metrics like population and medium-income with map overlays and the insights tab. The data center allows you to quickly review the latest trends in CRE. -
4
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
5
BrightOffice Broker CRM
BrightOffice Cloud CRM
Whether you are a new or established broker or lending business BrightOffice can support you with different versions of our software. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products (asset finance, short term lending, bridging loans, invoice factoring….) and diversify into new markets. By having fully integrated loan process workflows (that you define) in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing, all within your own dedicated Broker-Lender Cloud CRM. Here at BrightOffice we know that your cash flow is at the centre of your business, which is why our software helps tracks all money in and out of individual lending cases. All of your data is securely hosted and backed up on our UK servers. -
6
Finance Lobby
Finance Lobby
The commercial real estate financing marketplace that connects commercial mortgage brokers to lenders to make the perfect-fit deals. As a commercial mortgage broker or lender, the faster you can connect on a deal, the faster you can close it, but today, commercial real estate financing depends on both parties spending hours working their networks but often missing the perfect connection. We’re the online marketplace that matches commercial brokers and lenders efficiently and easily. With our innovative technology, it’s nearly effortless to make perfect-fit deals. Expand your reach and tap into a virtually unlimited pool of lenders. Our CRE marketplace uses a proprietary, preference-based algorithm to intelligently bring supply and demand together, offering a smarter way to match brokers with exclusively the lenders who can make the deal happen. In other words, brokers get exactly what their client wants while lenders only see the deals they can quote, a win-win for everyone. -
7
iProp.Money
iProp.Money
iProp.Money provides a banking technology platform that enables real estate owners, brokers and investors, to change how they experience and make real estate deals. Channel partners & investors use the platform to gain transparency into brokerage. Empowering real estate stakeholders to scale up their business for meeting payments, marketing and sales goals. Channel partner management, freelancer management, investor management, payment management, legal assistance, IVR management, customer eKYC, payments and onboarding. Builder management, super broker management, CRM, legal assistance, payment management, IVR management, training, brokerage management and many more. Offers modules such as freelancer modules, training, builder management, CRM, payment management, training, IVR management, loan management and brokerage management. -
8
Finosoft
Finosoft
Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter. -
9
Broker Brain
Broker Brain
Broker Brain is a user-friendly, intuitive, and powerful web-based property asset management system and REO software created with real estate brokers in mind. Broker Brain provides instant access to all property-related information on the market for real estate brokers. Works great for REO, short sale, traditional, property management, and much more. Broker Brain was designed and developed by the industry's top brokers who understand what it takes to run a successful brokerage house. All traffic to and from our servers is always encrypted so you can know that your sensitive information is always safe with us. Broker Brain also uses multiple servers to host its data. Your information is regularly backed up in multiple locations removing the risk of data loss. Broker Brain will provide you the tools to work smarter and more efficiently saving you time and money. Access all of your information securely from anywhere.Starting Price: $49 per month -
10
Vi-Pro Broker MIS
Virtuoso IT Solutions
Our Vi-Pro Broker MIS broker management software system is developed for sales and marketing support to track customers for the purchasing process of property for their development site. Broker management software system is also helpful for users in relevant alerts. Broker MIS software would be designed to understand most of the facets involved in the purchase process, availability of property information, commission, etc. SMS & email shoot through the system for payment reminder notices with interest alerts to the customer. Broker MIS is the real estate industry's rapidly growing brokerage management system chosen by more brokerages to optimize their real estate business as well. With more than 14 + years of experience, we provide brokerage management solutions. Our brokerage management software allows real estate business to address their goals as follows. Broker MIS software gives your business the freedom to go further. -
11
Profit Power
LanTrax
Profit Power is a real estate back office software that ties all of the critical data a real estate broker needs to run daily operations. We manage listings, sales, closings, commission calculations, check payouts, and more. Profit Power is the central hub for processing closings and paying associates for residential real estate brokers. -
12
BrokerAnt
BrokerAnt
Manage your properties, clients, and documents. Find suitable offers automatically. Free website for you and your properties. The simplest way to sell, rent, and manage your properties. Helps you save time and money. You can create multiple workspaces (same as an organization) to divide your team and objects. The unique users for each workspace/organization are counted to find out how many users are in your team. Brokerant has a fully featured document management functionality and since we pay for storage we need to draw a line somewhere. Don't worry, the size we give you is plenty enough for a normal team. If you feel like you need more storage, then we have plans for that. BrokerAnt is a simple tool for small real-estate brokers and sales agents. For people who just want to sell their properties or manage their renters. No drama and no learning curve. Just log in from your nearest screen.Starting Price: €9 per month -
13
iBroker
GryphTech
iBroker is a simplified back office management platform suitable for real estate businesses. With iBroker, users are able to manage listing inventory, automate agent billing, record payments & deposits, generate 1099s, and more. Easy-to-use and mobile-friendly, iBroker is a cloud-based technology that only needs minimal training and has fast processing. -
14
Proftit CRM
Proftit
Proftit is a leading provider of innovative solutions for Forex and CFD brokers, prop trading firms, and multi-asset trading businesses. Designed with brokers in mind, Proftit’s SPOT-on CRM (Single Point of Truth) streamlines operations, consolidates client interactions, and enhances scalability. Offering seamless integration with leading trading platforms and payment systems, Proftit delivers turnkey solutions, including high-performance CRM, trading platforms, and prop trading technology to over 300 organizations worldwide. Built on cutting-edge infrastructure with top-tier security, Proftit ensures reliability, compliance, and growth for businesses of all sizes. With Proftit, brokers can launch, manage, and scale their operations effortlessly while focusing on driving success and profitability. -
15
eBroker
Narayankrupa Tenstones
The eBroker software provides a meaningful solution for real estate brokers. It is a total solution for brokers to manage all properties, inquiries, projects, reminders, calls, customers, and more. It is web-based software so it is accessible from anywhere. It will help to convert your organization into a structured and well-maintained organization. You will get your company website (dynamic) with this software where your customers can visit and search for the property and even projects you have tied up with. The eBroker is a fully dynamic product where you can also manage the content of the software. Quickly search properties on various factors, print details, publish a property on your website, and much more. Search inquiries, assign to agents, and print details. Know how you are communicating with your customers. Send formatted emails to customers. Get a variety of reports like new properties registered, inquiries closed, and even custom reports. -
16
Lone Wolf
Lone Wolf Technologies
Lone Wolf Technologies is a leading provider of cloud-based software for the real estate industry. The company delivers an end-to-end platform designed to help agents, teams, brokers, MLSs, and associations manage their entire business—from lead generation to transaction close. Lone Wolf’s product suite includes solutions for CRM and lead management, digital transactions, back-office accounting, transaction management, analytics, and website/marketing tools. Key products such as Relationships (CRM), Transactions (transaction management), Back Office (accounting and brokerage operations), and Boost (lead generation and marketing) help real estate professionals streamline workflows, stay compliant, and deliver better client experiences. By connecting every stage of the real estate lifecycle in a single ecosystem, Lone Wolf Technologies helps real estate organizations operate more efficiently, close more deals, and grow their business. -
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Placester
Placester
The Placester platform enables real estate agents, brokers, and brands to grow their businesses online and via mobile through seamless MLS integration, natural language search, and eye-catching visuals. In addition, Placester offers a wide range of apps and add-ons for high-impact email marketing, digital advertising campaigns, lead management and streamlining of everyday tasks.Starting Price: $99.00 per month -
18
Zipi
Zipi
The Future Of Back-Office & Accounting Software. One small step for you — One Giant Leap For Your Back Office. Do more with less! Save time and money with the one of a kind, full-featured back-office and accounting platform designed for forward-thinking real estate brokerages. Automated compensation plans, disbursement overview, agent management and advanced reporting. General ledger, chart of accounts, invoicing, billing, advances, bank feeds and reconciliation. Electronic funds transfer (EFT), commission payouts, earnest money deposits, credit card processing and check printing. BROKERS. Simplify management and accounting Cut administration and accounting workloads with our automated suite of back-office tools. Our commission tracking, calculating and disbursement tools handle even the most advanced commission profiles. AGENTS. Maximize productivity Give your agents the tools they need to measure and manage their success via our goal and deal tracking features.Starting Price: $5 -
19
Buildesk
Buildesk
Buildesk CRM is a solution for real estate brokers, consultants, builders, and property managers to manage their sales pipeline. Buildesk is a property management software that provides you with a comprehensive suite of real estate CRM & real estate ERP making. Keep all of your data in a hassle-free, single location so your agents can stay linked to all of their key properties and clients' information whether they’re out in the field or in the office. Automate your business processes with our advanced web-based software solution that provides a fully integrated cycle for operations, finance, and inventory management, solving all your problems related to departmental coordination. Make your sales and property management teams work together with this comprehensive software solution that will help you achieve productivity and customer service improvements. Streamlined processes and intelligent automation.Starting Price: Free -
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EquinoxCRM
Reliadvisor
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications. Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage. Keep record of business practices and communications with clients. Create and manage workflow templates. Optimize sales with prospect classificaiton. Maintain higher control of organizational structure. Monitor access to tasks and responsabilities. -
21
ZagTrader
ZagTrader
ZagTrader is an award-winning Global Markets Technology Platform that allows Banks, Brokers, and Investment Management companies to run and expand their worldwide operations on it. The platform integrates nearly all of the functionalities within the organization, which includes front, data, routing, risk management, compliance, reporting, and back office. -
22
Mortgage Brain
Mortgage Brain
We create powerful software, data, and analytics that unites lenders, brokers, and aggregators to operate compliantly and efficiently, giving borrowers certainty earlier in their search for a mortgage. Our mortgage broker software offers streamlined solutions for mortgage intermediaries, lenders, and business partners throughout the whole mortgage process. Our online product sourcing platform for mortgage brokers. Boost your efficiency and give your customers a better mortgage experience. Sourcing Brain is fast, intuitive, and simple to use. Test drive it today with a 30-day free trial. Criteria Brain is your tool for combating the ever-increasing number of complicated cases that eat into your day and demand your time. Fill in just one form to populate the affordability calculators of multiple mortgage lenders and return the results in less than 60 seconds. Digitally complete, submit, and administer applications with multiple lenders from a single login. -
23
BMBY CRM
BMBY Software Systems
BMBY is the most powerful business growth machine for real estate developers, increasing sales and customer lifetime values. BMBY ’s real estate management software allows developers and real estate brokers to increase their sales through higher efficiency and improved business control. The real estate software includes web-based software, adjustable to any market, or language, a built-in real estate CRM, a real estate marketing module, management reports, and more. BMBY is currently helping to create and yield more returns to thousands of users in over 25 countries. CRM for marketing, sales, and customer service. Allows for contract management and budget control. Advertisement controls with integration to other web sites. Takes care of tasks, performance, and cost management. Contains a full report generator, commission management, and a communications module for emails and SMS. -
24
Glide
Glide
Fast, simple, safe and mobile-friendly. Loved by thousands of California agents, brokers and TCs. Prepare listing agreements, disclosures, amendments and more on the go via mobile device. Add default values to individual and brokerage forms via Glide's clause manager. Make disclosures simpler than ever with a guided TurboTax-style interface, targeted help content, and advanced compliance checks. Manage signatures across multiple transactions from one simple interface. Our platform is used by more than 60,000 real estate agents on over $100B worth of home sale transactions each year. Agents choose Glide because we focus on making their lives simpler, helping them deliver outstanding customer service, stay compliant and grow their businesses. -
25
PCS Brokerage
PCS
An innovative solution specifically designed for the needs of investment firms. The investment market today is facing crucial challenges brought on by the industry’s slow recovery from the depths of the recession and the changing regulatory requirements for banks and dealers. In response, leading brokers are attempting to differentiate themselves through unique product offerings and their ability to leverage technology to gain operational efficiency and concentrate on providing better customer services. PCS offers ERP Securities, an innovative solution that completely covers the demanding business needs of financial institutions and brokerage firms regarding market events, and enterprise resource planning enabling the provision of qualitative and competitive services to their customers. PCS Brokerage is a user-friendly application that provides the ability to perform back-office processes. -
26
Rechat
Rechat
Rechat allows members to design a variety of beautiful marketing pieces ranging from property websites to email announcements, social stories posts open house sign-in pages, and more. Rechat allows members complete customization. Rechat offers a vast amount of DIY tools for agents, but in addition, it automates a lot of the day-today busywork. Rechat even offers tools for brokerage admins to help agents with their work. Rechat is integrated directly with Instagram, allowing members to effortlessly create, customize, and share their social posts. Rechat allows members to add captions and hashtags and then schedule their posts directly to Instagram. Rechat saves members time and money by allowing them to not only design their emails but also send them to their desired audience. Whether sending your emails to your personal contacts, brokerage contacts, or cooperating brokers via our proprietary AI-powered agent network tool, Rechat combines the email design and the sending process.Starting Price: Free -
27
Realty Broker Office
Technology Mix
Whether you are a single office or have multiple locations, every real estate company uses software to make things run better. Realty Broker Office provide auto commission calculations; multiple progressive split levels; and a host of reports so that you can always know how things are going. All features are included with your software. You do not pay extra for the fundamental things that your brokerage need. Even as we add features and functions, they are included with your system.Starting Price: $97.99 per month -
28
eZmax
eZmax Solutions
eZmax offers an innovative business solution, specially designed to optimize the productivity and performance of real estate agencies. A tool for simplifying and harmonizing processes allowing immediate cost reductions and efficiency gains. eZmax offers a concrete and practical response to the needs of real estate brokers by simplifying the management of daily tasks, facilitating access to critical information and optimizing collaborative work. An essential tool for performance and development of potential. The scope of activities and the complexity of the needs of real estate agencies require the use of numerous software and applications. However, the use of multiple tools entails several risks and disadvantages: loss of time, increase in errors, difficulties in monitoring files, resource management problems, poor efficiency. -
29
Back Office GURU
Guru Networks
Back Office GURU® is everything a Brokerage needs to automate their operations through the specialization of their commissions, which in turn gives the Brokers the ability to effectively manage their organizations. It has been referred to as the “Brain of the Company” and the Back Office GURU® solution reduces redundancies, eliminates errors, and increases productivity while generating real-time, reliable reports. Advanced Report Generator Tools with Design and Build Interfaces. Save templates and create share groups. Hundreds of Parameters, Output Options and Subtotals to work with. Instead of offering stale Static reporting, the Production Reports Tool provides a comprehensive set of report Generation Tools that allow the customization, and distribution of reports and make it easy for organizations to give employees access to critical information. -
30
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
31
Órulo
Órulo
Incorporators integrate their launches in any real estate operation, in addition to distributing their units via mobile interfaces and desktop Orulo. Use Orulo to find 100% of the new properties in your region. Get free access to developer sales charts and materials, as well as real-time updated real estate portfolios. We distribute the information of the enterprises on a qualified basis of brokers and real estate, expanding the promotion and sales channels. Through CRM integration we have solved the updating of thousands of real estate offers on your website and the distribution of your exclusives. We facilitate the search for and access to the real estate portfolio with the most complete real estate research and intelligence tools to serve customers and accelerate sales. We are already an indispensable gear in several Brazilian cities and we are always expanding our operations.Starting Price: Free -
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ShowingTime+ Front Desk
ShowingTime+
ShowingTime+ broker software solutions are utilized to establish agile and interconnected real estate enterprises by helping with tasks such as displaying and managing offers, gathering local market information for generating reports, and aiding in real estate agent recruiting. Best of all, because ShowingTime+ services are scalable, offices of all sizes can benefit from the efficiencies they introduce. Help reduce your staff’s workload and increase productivity with a fully-featured showing management software platform tailored for administrative staff access. Front Desk includes automatic listing feedback and detailed reports to track agent, office & listing activity. -
33
B2Core
B2Broker
A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place. -
34
B2Broker Crypto Broker Turnkey
B2Broker
An all-in-one package of services and software solutions that helps entrepreneurs launch their new Crypto Broker with minimal effort, reduced time and lower costs. A Crypto Broker is a new business model that combines the best practices from both worlds: an innovative cryptocurrency trading exchange and a classic brokerage. Beyond providing access to financial markets to its clients, a Crypto Broker provides more unique opportunities that would not be possible as a classic broker or crypto exchange alone. The solution is based on cutting-edge technology and a thorough analysis of market needs. It is now acknowledged as the industry's leading trader's room software. Everything you need falls under one roof with B2Core, including many integrations: payment services, platforms, support systems, KYC providers and marketing tools. -
35
ezbospro
ezBOSPro
ezBOSPro is a simple back office business intuitive software that’s easy to use, also powerful enough to handle businesses of any size. Manage property throughout the whole deal process from start of the deal pipeline to projected commissions and closed deals. Integrated automated Checklist processes like deal checklists, commission checklists, etc. Provide attorneys, agents, and brokers true visibility into each real estate transaction via email reminders and instant notifications for each step of the process. Detailed commission payments with its breakdown for each property listing by creating individual commission plans for all the agents. Beautifully designed Agent portal from onboard new agents manages their performance, commission plans, % splitting, a grouping of agents under a manager, etc. Manage easy expense tracking such as E/O expenses, MLS Fee, Desk Fee, Technology Fee and many more. Also has provision to assign each expense to different parties to simplify this process. -
36
TRIBUS
TRIBUS
It’s important that your real estate brokerage CRM has the features that are the most useful to you and will help you manage your leads in order to help you be successful. There is a reason that less than 10% of REALTORs use the CRM provided by their company. Most real estate brokerage CRM products are either too basic or too complex and they aren’t tailored to the individual needs and workflows of the company. At TRIBUS, as with all of our products, we complete thorough user testing of our custom Customer Relationship Management tool. Our product team regularly meets with executives, staff, and agents to gain insights on what they want and need. Most importantly, they make sure that the products we deliver are easily used and adopted. Additionally our user experience team regularly meets with our clients to make sure that our custom real estate brokerage CRM tools are easy to use by your staff and agents. -
37
IntellCRE
IntellCRE
Data-driven investment decisions and accurate underwriting within seconds. Source, evaluate, share, and close more deals effortlessly and way ahead of the competition with the industry’s leading commercial real estate platform. Even with amazing Excel skills and templates, thorough underwriting and professional reports take time. With IntellCRE you and your team can work better and much faster. Our AI automatically extracts rent and expense data from uploaded documents. Save time and prevent costly errors for you and your clients by eliminating manual processing of rents, leases, and expenses into spreadsheets. Get all-inclusive market data automatically, adjust them according to your preference, or simply compare your rents to the market. Level the playing field by automating your market research and win more deals. IntellCRE’s price auto-estimate allows you to see the optimal price at which to sell or buy your deal depending on data such as sales comps, property characteristics, etc.Starting Price: $22 per month -
38
ProspectConverter
ProspectConverter
ProspectConverter is smart lead routing and automation Internet-based software that lets you control where leads go, giving you a clear view into follow-up and conversion. ProspectConverter is for brokers and teams that are tired of throwing away money on leads. The key to profitability is to turn more of your opportunities into dollars. It costs less to double your lead conversion rates than to double your lead volume. Leads that die unanswered in an Inbox are money left on the table. ProspectConverter offers you three service levels and optional integration with the lead routing modules to fit any Agent, Team and Broker’s needs, from rookie to fanatic CRM guru. You can never outgrow Prospect Converter. When your referral clients trust you with their employee or referral’s move you are responsible for more than just another prospect. You have a commitment to a corporate client or a referring broker partner.Starting Price: $169.00/month -
39
LXCRM
Leverate
An effective CRM is the lifeblood of any retail brokerage. LXCRM was crafted to make staying in touch with your Forex traders easy. Every feature of our CRM system is specifically designed for the needs of Forex brokers. Use LXCRM to increase your performance with Integrated marketing & automation tools. Multiple dashboards with full customization allow you to get all the info you need in one page. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more. Track your sales and success teams’ performances collectively and individually. Assign specific permissions for different staff members for maximum data protection. A personal success manager will help you build the most fitting package for your needs. Our technical team will install and integrate all of your brokerage components. A training professional will guide your team through all your systems, and you are good to go!. -
40
TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
41
Engaged CRM
Engaged
The Integration to Mortgage Source allows a seamless transfer of the data captured on your bespoke fact find into 27Tecs APIs. Once combined with all the pre existing filters 27Tec offer through their own standalone service you can benefit from the lenders, packagers, clubs and products you would expect, combined with detailed product criteria and intelligent research logic that 27Tec provides within your own CRM. Once you have your returned results you have the option to utilise 27Tecs provided documentation options, combining fact find data and that of your chosen plans in 1 click you can download Evidence of research (EOR) documents as well as a European Standardised Information Sheet (ESIS) which can be altered with your own custom fees and broker information. These documents will be stored within the CRM for access throughout the application process. -
42
Bricknode Broker
Bricknode
Compose your own digital financial institution by assembling it on our core platform. Use Bricknode Core with its API as a framework to build your own financial business. Bricknode has developed a scalable, fully cloud-based platform that can be likened to the plumbing, or the infrastructure, of financial operations. Our vision is to be able to help both established financial institutions and startups to digitalize their business and enabling them to focus on creating value for their customers without having to think about what is beneath the hood. Everything is completely cloud-based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous specialized add-ons to help you automate your back-office operations.Starting Price: $165 per month -
43
Clarity Benefit Solutions
Clarity Benefit Solutions
We believe that employee benefits administration should be simple. By providing industry-leading technology with dedicated customer service, we make choosing and managing benefits fun and easy. Employee engagement, ACA compliance, automation and administrative savings are all within reach for our groups. We’ve created a solution that engages employers, brokers and employees throughout the benefits lifecycle. From designing a benefit program with your broker to online enrollment, we have you covered. Employee education, integration with providers, and consumer payment solutions are all straightforward processes with us. We offer one complete solution for all of your benefit needs. We provide better results for our brokers, clients, and consumers. Every year healthcare becomes more complicated and expensive. -
44
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month -
45
Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
46
xChief
xChief
Regulated FX/CFD online broker "xChief", using STP/ECN technology in MetaTrader 4/5, and leverage up to 1:1000, provides the possibility of trading Forex, Crypto, Energy, Metals and Stock Indices with the lowest spreads. xChief is a well-known and reliable brand that has been providing brokerage services for over 10 years. xChief is mostly famous for its great bonuses, low spreads, and its client-based management system. -
47
Vektor TMS
Vektor TMS
Redefine your growth trajectory by streamlining operations & unlocking exceptional efficiency, steering your success to new heights. Integrated with carrier favorite service providers and tools for optimal convenience. Solve complex dispatch challenges with a user-centric interface. From document AI to load statistics, we've streamlined everything you need in one place. Tap into real-time analytics to monitor current load statuses, monitor top broker relationships, and overview fuel expenses. Drop your rate confirmation PDFs & let our system do the work. Save hours each week and elevate data accuracy with automated entries. Track every stop in real-time through GPS and manage all facets of your load stops, from arrival to departure. Track every stop in real-time through GPS and manage all facets of your load stops, from arrival to departure. Track truck availability with targeted filtering. Easily share a streamlined list with broker contacts.Starting Price: $30 per truck -
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ThreeFlow
ThreeFlow
Without meaningful collaboration, brokers and carriers are stuck in an endless back and forth over emails and spreadsheets, with little time to talk strategy. We’re the shared solution that helps them be more efficient, effective, and ultimately productive. Whether a renewal or new business, ThreeFlow addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation. ThreeFlow is a new category of enterprise software that allows brokers and carriers to manage renewals and new business in one shared system. We account for the nuanced workflows and dynamic relationships across brokers, carriers, third-parties, and clients, and provide shared visibility to enable brokers and carriers to deliver the best possible outcomes for their mutual clients. -
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Panda Trading Systems
Panda Trading Systems
Panda Trading Systems (PandaTS) is a leading fintech solutions provider specializing in innovative technology for regulated forex and CFD brokers. Since its establishment in 2006, the company has been delivering advanced, end-to-end brokerage technology including white-label trading platforms, a robust CRM system, data feed solutions, and a suiteof trading and operational tools tailored to brokerage needs. With offices in Israel and Cyprus, PandaTS serves a global client base, helping brokers launch, scale, and optimize operations through modular, enterprise-grade infrastructure. Known for its reliability, flexibility, and industry-focused approach, PandaTS supports brokers across key functions—from client onboarding and compliance automation to risk management, partner tracking, and real-time reporting. -
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Sherlok
Sherlok
When you’re seeking growth, it can be easy to focus your attention on new leads and forget about the opportunities that could come from servicing your existing clients. It can cost brokers up to 5x more to attract a new client than it does to keep hold of an existing one. You’ve done all the hard work to attract those clients, the last thing you want to do is lose them by not being top of mind. Proactive automated client retention is how Sherlok can help you keep them. Sherlok’s AI predicts which clients are most at risk of leaving and prioritizes them for repricing first. If further savings can be made Sherlok’s Instant Refi comparison will generate refinance leads for brokers. Sit back and relax as Sherlok analyses your client list. We monitor your clients’ interest rates to detect when your clients could be getting a lower rate.Starting Price: $89 per user per month
