A Few Available
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 options to build your own report templates and share them within your organization so that everyone is working from the same data, but form their own side of the Beach ball. Report Generation Tool set of powerful tools for report creation, customization, and distribution that make it easy for organizations to give employees access to critical information. Deliver personalized information as operational reports, ad hoc reports, branded invoices, statements, and more.
Risk And Compliance Management tools and Document Storage are also a part of the standard functionality of Back Office GURU(™), which provides workflows 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 and help manage the risk of potential litigation as well as complaints filed against the brokerage. The addition of TransAction GURU(™) can be improved these functions further by incorporating pre-set Document Lists, and Task tracking.