BrokerCRM™ is a software solution designed for professionals in property, mortgage and financial services at retail level. BrokerCRM is unique in that it combines all business areas into one software solution providing a single view of the customer, their products and workflow requirements. More...>>>
For property professionals not involved in the mortgage or financial services business, PropertyCRM in the BrokerCRM suite of products is available as a separate or combined module. More >>>
For mortgage providers not engaged in property matters, MortgageCrm™ is available as a seperate or combined module. It provides all mortgage features including mortgage calculator designed with life, pension and investment functionality. More >>>
For professionals in the financial secotor, FinancialCRM is available as a seperate or combined module. It is designed for life, pensions and investment advisors and also includes some limited general insurance functionality. More >>>
PDA CRM™ allows clients to synchronise their client base with a unique PDA facility that allows them to see their clients, products, tasks and diary when on the move. More >>>
Trusted AdvisorLink reduces the administration involved for both the Broker and the Lender and of course provides a faster more efficient service to the client. More >>>
In designing the software the developers and the business professionals with whom they worked devised many features enabling the end users to save on costs and improve marketing capabilities and operate in a compliant environment.
Independent agents in the mortgage and property areas face increasing competitive, regulatory and financial pressures. BrokerCRM provides a more effective way to handle the regulations and competition from other channels and exploits new and exciting income streams more efficiently.
Brokers and Agents using BrokerCRM™ technologies will be empowered to innovate and develop new ideas to differentiate their offering to customers.
Our belief and committemnt is that continual investment in developing software will reap substantial rewards for our customers and the way they deliver their services.
Our objective for the future is that BrokerCRM™ remains the premium product and provides the leading software solution for business operating in all of the areas we serve.
