Streamlined Deal Management Solutions
Feeling stressed with endless email threads, document searches, and back-and-forth communications?
Our Deal Management Solution eliminates the hassle, streamlines your workflow, and ensures compliance, so you can focus on growing your business.
Flexible Solutions Tailored to You:
- Software Solution – Empower your team with our intuitive platform, designed to automate and simplify every aspect of deal management.
- Full-Service Solution – Let us handle everything, from start to finish, so you can focus on driving sales.
Key Features:
Effortless Trade Management
Manage trades seamlessly, with automated document creation like Trade Record Sheets, Commission Invoices, and more. What once took hours now takes minutes.
Compliance Made Simple
Stay aligned with industry standards effortlessly, with built-in compliance features.
Affordable
Get top-tier management tools at a cost-effective price, no matter your business size.
No Long-Term Contracts
Enjoy flexibility with no commitments or lock-in contracts—use our services as needed.
Risk-Free Trial
Try our solution for three months with no obligation. Pay only if you're completely satisfied.
Save Time, Stay Organized:
- Online File Upload: Agents can upload files directly, eliminating the need to manage emails.
- Agent Portal: Empower your agents with a portal where they can view their income, HST calculations, and other financials, reducing your admin workload.
A Complete Back-Office Solution:
- Trust Account Ledger: Maintain organized, compliant trust accounts.
- Bank Reconciliation: Automated reconciliation processes, saving time.
- HST Calculation: Effortlessly calculate and pay HST on time.
- Tax Preparation: Generate year-end tax reports with ease.