Electronic Inbox
Generate and issue broker/brokerage documents in a completely paperless process. Documents are easily uploaded and downloaded by users, vendors and clients to your electronic inbox where data can be organized, searched, edited, and stored for future use within the Broker tab.
Broker/Brokerage Documents
Add new broker/brokerage profiles and upload corresponding documents for improved compliance and employee management. Search through your entire database of Brokers/Brokerages easily by field or alphabetically to view information or relevant documents.
Search Broker Database
Searching broker/brokerage profiles results in lists of all relevant broker information, organized to easily locate the data you need.
