BrokerSuite App2018-10-30T00:25:01+00:00

BrokerSuite App

Origination Platform for Alternative Business Lending

Pipeline visibility

  • 360-Degree view across all deals

  • Custom reports & dashboards

  • Eliminate bottlenecks

  • Increase conversions

  • Fund more deals

  • BrokerSuite app screenshot
  • BrokerSuite app screenshot

Track leads and deals

  • Custom list views to track leads and deals

  • Monitor the progress of leads, contracts, and campaigns

  • Filter your deals any way you’d like

  • Quickly move deals to a different column by dragging the card

Submit to your preferred lenders

  • Submit to multiple lenders simultaneously 

  • Track submissions from one screen

  • View notes and time submitted

  • BrokerSuite app screenshot

Track offers and pending stips

  • Track offers by lender

  • View terms, buy rate, and factor rate

  • See payment frequency and terms

  • View which stips are missing

Create commission entries

  • Eliminate spreadsheets

  • Track receivables and payables

  • Collect from lenders 

  • Pay your sales reps and managers

  • BrokerSuite app commision entries
  • BrokerSuite app commision entries

Renewal forecasting

  • See which deals qualify for a renewal

  • Mass email eligible merchants

  • Created automated tasks to follow up on renewals

  • See which deals are 20%, 40%, or 60% paid in

Only $75/user monthly

*Salesforce Sales Cloud Licenses required. Contact us for volume pricing discounts

Visit on AppExchange
Request a Demo