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Industrial strength Enterprise solution for Brokers of ALL sizes that is intuitively easy to use. .

The only software that can easily solve all your problems.
Back Office Guru®

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Back Office GURU®

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…
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Comprehensive report generators enable the user to build and save report templates and are modified to their liking with dynamic report generators which can be saved and shared. 

GURU offers the Risk Management and Compliance Tools as a part of Back Office GURU™ which gives full transparency and includes Unlimited Document Hosting.

A Few Available

Features

Unlimited DIY PAYPLANS®

DIY PAYPLANS® can be and added to each agent or used as one off calculators. Some of the features available in these tools are editable deductions and defaults, Multi Flat Splits or Multi Level Tiers Payplan %s, Low and Proportional splits, and the ability to use different tier scales for different conditions. Performance tracking based on YOUR performance definition. The tool also automates Performance Resets and supports Rolling plans. Measurement periods can set to based on YOUR business rules.

Design & Build

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. 

Advanced Tools

Risk And Compliance Management tools and Document Storage are provides workflow for the documents with a built in review process, correspondence tracking and Audit Trails. This allows total transparency across the departments, and standardizes review processes which helps safeguard brokers by ensuring that they stay compliant. Proper adoption of this feature set will significantly reduce the Brokers liability. The addition of TransAction GURU can improve these functions further by incorporating pre-set Document Lists, templates, tasks, and emails  forms.

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