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Broker Tools provides Mortgage, Asset & Commercial brokers independent and aggregator agnostic recommendations on software, systems and strategies to optimise the way they work. As a non-financial institution aligned platform, we provide general information on growth systems, tools, and workflows and do not provide financial, credit, legal, or business advice. Some links or recommendations may be affiliate partnerships, meaning we may earn a commission at no additional cost to you. All opinions remain independent and based on our research and experience.

    All-in-one CRM with project management

    AgileCRM logo

    AgileCRM

    (0 reviews)|CRM, Project Management & Fact Find Forms

    CRM platform that includes contact management, marketing automation and a built-in project/task management module so teams can manage deals and tasks in one place.

    Pricingfreemium + subscription
    Contact for Pricing
    Visit Website

    Broker Type

    MortgageAsset FinanceCommercial

    Editor Notes

    Affordable “all-in-one” style CRM with marketing, service and basic project/task modules. Best for budget-conscious teams wanting one tool.

    Broker Tools Editor

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    Resources

    Curated by our team
    Lead Management vs Fact Find + Document Collection: Choosing the Right Tool for Your Broker Business
    Lead Management vs Fact Find + Document Collection: Choosing the Right Tool for Your Broker BusinessRead Article
    Salestrekker 2.0 - Now with AI-Enabled Compliance Integrations
    Salestrekker 2.0 - Now with AI-Enabled Compliance Integrations Read Article
    AI vs An Automation for Brokers: What’s the Real Difference?
    AI vs An Automation for Brokers: What’s the Real Difference?Read Article

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