Agent Briefcase™ is very easy to use for everyone. It is a user friendly and intuitive system that does the work for you! Agent Briefcase™ products are all integrated together through its seamless architecture and development. We invite you to experience the magic of automation!
- Separate Broker, Administrator and Agent Offices.
- Collaborated File Management.
- Custom Broker Forms Management.
- Follow-Up Confirmation.
- Communication Center.
- Inbound and Outbound Messaging.
- Dynamic General Transaction Ledger.
- Integrated and Auto-Generated Trust Account Management.
- Automated Bank Reconciliation and Audit Report (No Third-Party Software Required).
- Agent Licensing and Management Reports.
- Boards, MLS and Association Management Reports and Billing.
- File Office.
- Archiving and Retrieval.
- Secure Data Dissemination.
- Customized and Multiple Commission Plan Applications.
- Automated Commission Processing.
- Franchise Fee Processing.
- Local, State and Federal Tax Handling.
- Generate IRS 1099 Information.
- Media Center for Broker - Agent Training.
- Bulletin Board for Immediate Message Notice to Agent Offices.
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