BrokerageBuilder
3.5
15

Not Claimed

BrokerageBuilder is an agency management system designed for benefits brokers. It simplifies account tracking, commission tracking, and reporting. It also streamlines the RFP process by allowing users to create industry-leading RFPs in minutes and send them to multiple carriers.
Developer
Zywave
HQ Location
Milwaukee, WI
Year Founded
1995
Number of Employees
768
Twitter
Strengths
  • Customizable workflows

    Users can create and customize workflows to fit their specific needs.

  • Integrations

    BrokerageBuilder integrates with popular real estate tools like Dotloop and QuickBooks.

  • Mobile app

    The mobile app allows users to manage their business on-the-go.

Weaknesses
  • Limited reporting

    The reporting functionality is limited compared to other real estate software.

  • No lead management

    BrokerageBuilder does not offer lead management features.

  • No transaction management

    The software does not include transaction management features.

Opportunities
  • BrokerageBuilder could expand into new markets to increase its customer base.
  • Adding lead management features could attract more users to the software.
  • Improving the reporting functionality could make the software more attractive to users.
Threats
  • There are many other real estate software options on the market that offer similar features.
  • A downturn in the real estate market could lead to decreased demand for the software.
  • A security breach could damage the reputation of the software and lead to decreased demand.

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BrokerageBuilder Plan

BrokerageBuilder offers a tiered pricing strategy with three versions ranging from $49 to $149 per month, each with increasing features.
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