BrokerSuite is the #1 Salesforce Application build for MCA Brokers.

The App, powered by Cloudsquare, helps our customers track their deal pipeline, submit deals to funders, track the submissions and offers status, track commission receivables and payables, create renewals, and much more. You can integrate it with any eSign solutions, Dialer, or and 3rd party application that Salesforce has to offer. It's intended to aid your team with a real-time 360-degree view of where any deal is at at any time through workflow automation.

Take a look further on the Salesforce AppExchange https://appexchange.salesforce.com/a...A00000FAAXjUAP or send an email to dennism@cloudsquare.io

Salesforce Enterprise Edition License Required ($125 - $150 / user /month)
BrokerSuite License Required ($75 / user / month)
Out of the Box Implementation Required (5k)

If interested, reach out with questions or to set up a demo.